Other · DOL Form 5500 · 2024
Marshall B. Ketchum University Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 240
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $105,752
- Avg per participant Below avg balance/head
Official DOL plan name: Mbku 403(b) Voluntary Retirement Plan · Sponsored by Marshall B. Ketchum University · California · Educational Services
$25M in assets, 240 participants
Marshall B. Ketchum University's Mbku 403(b) Voluntary Retirement Plan reported $25M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #2,129 in Educational Services (3,638 peers)
Coverage in California
Mbku 403(b) Voluntary Retirement Plan covers 240 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $25M.
- #2,129
- in Educational Services (3,638 peers)
- +25.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Mbku 403(b) Voluntary Retirement Plan's outsized position by total assets
Mbku 403(b) Voluntary Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,380,433 Top 25% higher than 75% 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 403(b) Voluntary 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 403(b) Voluntary Retirement Plan sits mid-pack in the medium band (240 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mbku 403(b) Voluntary Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Mbku 403(b) Voluntary Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 951644593 · Marshall B. Ketchum University PY 2024 · Other
Mbku 403(b) Voluntary Retirement Plan · $25M · 240 · 75th
- SCH $25M
- EBSA 240
- PART 75th
- TYPE Other
- NET near Tax Deferred Annuity Plan for Employees of Wxxi Public Broadcasting Council
- BOOK ind #2129
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 403(b) Voluntary Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $5M |
| Employer EIN | 951644593 |
| Plan Effective Date | 2009-01-01 |
| 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 Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Mbku 403(b) Voluntary Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Tax Deferred Annuity Plan for Employees of Wxxi Public Broadcasting Council in NY ($25M); by covered participants it is Emergycare 403(b) Plan in PA (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Tax Deferred Annuity Plan for Employees of Wxxi Public Broadcasting Council (NY) $25M · 93
- Whitman-Walker Health 403(b) Plan (DC) $25M · 323
- The Silvercrest Center for Nursing and Rehabilitation Retirement and Savings Plan (NY) $25M · 447
- Tiaa-Cref Retirement Plan for All Employees of Sedc (VA) $25M · 36
Similar participant headcount
Nearest other-state filings by covered participants (240 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.