Money Purchase · DOL Form 5500 · 2024
Marshall B. Ketchum University Money Purchase Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 209
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $146,551
- Avg per participant Above avg balance/head
Official DOL plan name: Mbku 401(a) Retirement Plan · Sponsored by Marshall B. Ketchum University · California · Educational Services
$31M in assets, 209 participants
Marshall B. Ketchum University's Mbku 401(a) Retirement Plan reported $31M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 78th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,267 in Educational Services (3,638 peers)
Coverage in California
Mbku 401(a) Retirement Plan covers 209 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $31M.
- #2,267
- in Educational Services (3,638 peers)
- +15.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Mbku 401(a) Retirement Plan's outsized position by total assets
Mbku 401(a) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,629,206 Top 22% higher than 78% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mbku 401(a) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mbku 401(a) Retirement Plan sits mid-pack in the medium band (209 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mbku 401(a) Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Mbku 401(a) Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Mbku 401(a) Retirement Plan reported participants fell from 239 in the plan year 2023 filing to 209 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 951644593 · Marshall B. Ketchum University PY 2024 · Money Purchase
Mbku 401(a) Retirement Plan · $31M · 209 · 78th
- PHOTO $31M
- IND 209
- EOY 78th
- 5500 Money Purchase
- ASSETS near Quality Insights Inc. Money Purchase Pension
- PCT ind #2267
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in California →
Mbku 401(a) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| Employer EIN | 951644593 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshall B. Ketchum University)
Sponsor-wide plan assets over time
All Marshall B. Ketchum University plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 37.229682611497935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 476 | $41M |
| 2023 | 2 | 478 | $47M |
| 2024 | 2 | 449 | $56M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Mbku 401(a) Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Quality Insights Inc. Money Purchase Pension in WV ($30M); by covered participants it is Hadassah Retirement Plan in NY (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Quality Insights Inc. Money Purchase Pension (WV) $30M · 149
- Plumbers and Pipefitters Local Union No. 396 Security Plan (OH) $31M · 688
- Laborers' Local #157 Annuity Fund (NY) $30M · 1,295
- IBEW Local No. 223 Deferred Income Plan (CT) $30M · 631
Similar participant headcount
Nearest other-state filings by covered participants (209 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.