401(k) ยท DOL Form 5500 ยท 2023

Marborg Industries 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$73M
Total assets
357
Participants
81th
Percentile by assets

Sponsored by Marborg Industries ยท California ยท Administrative & Support Services

What the 2023 filing shows

Marborg Industries 401(k) Plan holds $73M for 357 participants - about $205,090 per participant, in the top quartile of all filed plans by assets, up 28.0% over the 2023 plan year.

$73M
total plan assets (2023 EOY)
357
covered participants
81th
percentile by assets (of 72,800 plans)
$205,090
avg assets per participant
Total Assets (2023)
$73M
Participants
357
State
Industry
Administrative & Support Services

What the Filing Says About Marborg Industries 401(k) Plan

Marborg Industries 401(k) Plan is a 401(k) retirement plan sponsored by Marborg Industries, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $73M in total end-of-year assets and covers 357 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 952884838, and the plan has been effective since 2000-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $57M at the beginning of 2023 to $73M at year-end - a gain of 28.0%. Net assets (after liabilities) closed the year at $73M, with reported net income of $16M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$57M
Total Assets (End of Year)$73M
Net Assets (End of Year)$73M
Net Income$16M
Plan Type401(k)
Employer EIN952884838
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marborg Industries)

Year Plans Participants Total Assets
2022 1 338 $57M
2023 1 357 $73M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Frequently Asked Questions

How much money is in the Marborg Industries 401(k) Plan?
As of the 2023 Form 5500 filing, Marborg Industries 401(k) Plan holds $73M in total assets with 357 participants. It is sponsored by Marborg Industries.
What type of plan is Marborg Industries 401(k) Plan?
Marborg Industries 401(k) Plan is a 401(k) plan. It has been effective since 2000-06-01. The plan is filed with the U.S. Department of Labor under EIN 952884838.
Who sponsors the Marborg Industries 401(k) Plan?
Marborg Industries 401(k) Plan is sponsored by Marborg Industries, located in California. The sponsor's EIN is 952884838 and the plan operates in the Administrative & Support Services industry.
How did Marborg Industries 401(k) Plan perform in 2023?
Marborg Industries 401(k) Plan grew by 28.0% during 2023, moving from $57M to $73M in total assets. Net income was $16M.
Where can I find official filings for Marborg Industries 401(k) Plan?
Official Form 5500 filings for Marborg Industries 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952884838 or plan name at efast.dol.gov.
How does Marborg Industries 401(k) Plan compare to other plans?
You can compare Marborg Industries 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952884838.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.