401(k) · DOL Form 5500 · 2024

Malibu Boats, LLC 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
2,533
Participants Above avg headcount
88th
Percentile by assets National rank
$29,290
Avg per participant Low balance/head
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Official DOL plan name: Malibu Boats, Inc. 401(k) Plan · Sponsored by Malibu Boats, LLC · Tennessee · Manufacturing

$74M in assets, 2,533 participants

Malibu Boats, LLC's Malibu Boats, Inc. 401(k) Plan reported $74M in total assets and 2,533 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #14,684 in Manufacturing (17,777 peers)

Coverage in Tennessee

Malibu Boats, Inc. 401(k) Plan covers 2,533 participants in Tennessee, 2.2x the typical Tennessee plan (state average ~1,126 per filing). Assets: $74M.

#14,684
in Manufacturing (17,777 peers)
+10.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Malibu Boats, Inc. 401(k) Plan's outsized position by total assets

Malibu Boats, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$74,190,446 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Malibu Boats, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Malibu Boats, Inc. 401(k) Plan lands in the large band (2,533 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Malibu Boats, Inc. 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Malibu Boats, Inc. 401(k) Plan end-of-year assets rose from $67M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Malibu Boats, Inc. 401(k) Plan reported participants fell from 2,748 in the plan year 2023 filing to 2,533 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 205114805 · Malibu Boats, LLC PY 2024 · 401(k)

Malibu Boats, Inc. 401(k) Plan · $74M · 2,533 · 88th

  • SCH $74M
  • EBSA 2,533
  • PART 88th
  • TYPE 401(k)
  • NET near Milbank Companies 401(k) Profit Sharing Retirement Plan
  • BOOK ind #14684

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 Manufacturing retirement plans → · Plans in Tennessee →

Malibu Boats, Inc. 401(k) Plan in the asset neighbourhood

Malibu Boats, Inc. 401(k) PlanMalibu Boats, Inc. 401(k) Pl…$74MMilbank Companies 401(k) Profit Sharing Retirement PlanMilbank Companies 401(k) Pro…$74MPfeiffer & Son, Ltd Employee's Profit Sharing & TrustPfeiffer & Son, Ltd Employee…$74MWeaver Employee 401(k) Plan$74MPotlatchdeltic Hourly 401(k) PlanPotlatchdeltic Hourly 401(k)…$74M
End-of-year total assets ($M) among Malibu Boats, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$74M
Net Income$7M
Employer EIN205114805
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Malibu Boats, LLC)

Sponsor-wide plan assets over time

All Malibu Boats, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 35.2524308556868% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $54.9M $74.2M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 1,946 $55M
2023 1 2,748 $67M
2024 1 2,533 $74M

Nearby 401(k) Plans in Tennessee

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

Malibu Boats, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Malibu Boats, Inc. 401(k) Plan, Total assets ($B): 0.074190446 · Participants: 2533Malibu Boats, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Malibu Boats, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Malibu Boats, Inc. 401(k) Plan side-by-side with 3 peers →

Malibu Boats, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Milbank Companies 401(k) Profit Sharing Retirement Plan in MO ($74M); by covered participants it is Jhcc Holdings LLC 401(k) Plan in AL (2,533 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,533 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.

Frequently Asked Questions

How did Malibu Boats, Inc. 401(k) Plan assets move in 2024? ▼
Malibu Boats, Inc. 401(k) Plan grew at a solid clip - up 10.3% during 2024, from $67M to $74M. Reported net income was $7M.
How have Malibu Boats, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Malibu Boats, LLC's sponsor-wide assets grew 35.3%, from $55M to $74M.
Where does Malibu Boats, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Malibu Boats, Inc. 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Malibu Boats, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Milbank Companies 401(k) Profit Sharing Retirement Plan in MO ($74M, 811 participants).
Which 401(k) plans cover a similar participant headcount to Malibu Boats, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jhcc Holdings LLC 401(k) Plan in AL (2,533 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205114805.

Read our methodology - how this data is sourced, computed, and verified.

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