Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

The Myers-Briggs Company 401(k) Retirement Savings Plan

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

Sponsored by The Myers-Briggs Company Β· California Β· Information & Media

What the 2023 filing shows

The Myers-Briggs Company 401(k) Retirement Savings Plan holds $30M for 103 participants - about $291,548 per participant, up 4.3% over the 2024 plan year.

$30M
total plan assets (2024 EOY)
103
covered participants
$291,548
avg assets per participant
+4.3%
assets growth YoY
Total Assets (2023)
$30M
Participants
103
State
Industry
Information & Media

What the Filing Says About The Myers-Briggs Company 401(k) Retirement Savings Plan

The Myers-Briggs Company 401(k) Retirement Savings Plan is a Profit Sharing retirement plan sponsored by The Myers-Briggs Company, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $30M in total end-of-year assets and covers 103 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 941337736, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2024 to $30M at year-end β€” a gain of 4.3%. Net assets (after liabilities) closed the year at $30M, with reported net income of $1M 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 2 prior plan-year filings 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 β€” 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)$29M
Total Assets (End of Year)$30M
Net Assets (End of Year)$30M
Net Income$1M
Plan TypeProfit Sharing
Employer EIN941337736
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Myers-Briggs Company)

Year Plans Participants Total Assets
2022 2 199 $34M
2023 2 223 $35M
2024 2 206 $32M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the The Myers-Briggs Company 401(k) Retirement Savings Plan?
As of the 2024 Form 5500 filing, The Myers-Briggs Company 401(k) Retirement Savings Plan holds $30M in total assets with 103 participants. It is sponsored by The Myers-Briggs Company.
What type of plan is The Myers-Briggs Company 401(k) Retirement Savings Plan?
The Myers-Briggs Company 401(k) Retirement Savings Plan is a Profit Sharing plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 941337736.
Who sponsors the The Myers-Briggs Company 401(k) Retirement Savings Plan?
The Myers-Briggs Company 401(k) Retirement Savings Plan is sponsored by The Myers-Briggs Company, located in California. The sponsor's EIN is 941337736 and the plan operates in the Information & Media industry.
How did The Myers-Briggs Company 401(k) Retirement Savings Plan perform in 2024?
The Myers-Briggs Company 401(k) Retirement Savings Plan grew by 4.3% during 2024, moving from $29M to $30M in total assets. Net income was $1M.
Where can I find official filings for The Myers-Briggs Company 401(k) Retirement Savings Plan?
Official Form 5500 filings for The Myers-Briggs Company 401(k) Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941337736 or plan name at efast.dol.gov.
How does The Myers-Briggs Company 401(k) Retirement Savings Plan compare to other plans?
You can compare The Myers-Briggs Company 401(k) Retirement Savings Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 941337736.

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

Reference: IRS Publication 590-B β€” 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.