401(k) · DOL Form 5500 · 2024

Mashburn, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 175
Participants Small participant base: 41st
Percentile by assets National rank: $27,801
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Mashburn 401(k) Plan · Sponsored by Mashburn, LLC · Georgia · Retail Trade

$5M in assets, 175 participants

Mashburn, LLC's Mashburn 401(k) Plan reported $5M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

#4,206 in Retail Trade (8,048 peers)

Coverage in Georgia

Mashburn 401(k) Plan covers 175 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $5M.

#4,206
in Retail Trade (8,048 peers): +36.7%
assets growth YoY

Mashburn 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Mashburn 401(k) Plan vs every filed plan by assets

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

$4,865,258 41st percentile higher than 41% 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

Mashburn 401(k) 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. Mashburn 401(k) Plan sits mid-pack in the medium band (175 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Mashburn 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Mashburn 401(k) Plan reported participants rose from 141 in the plan year 2023 filing to 175 in the plan year 2024 filing.
Mashburn 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208815980 · Mashburn, LLC PY 2024 · 401(k)

Mashburn 401(k) Plan · $5M · 175 · 41st

SCH $5M
SCH 175
SCH 41st
SCH 401(k)
SCH near Alliant Corporation 401(k) Profit Sharing Plan
SCH ind #4206

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 Retail Trade retirement plans → · Plans in Georgia →

End-of-year total assets ($M) among Mashburn 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	208815980
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mashburn, LLC)

Latest sponsor-wide plan assets: $5M 108.79967795484158% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	114	$2M
2023	1	141	$4M
2024	1	175	$5M

Nearby 401(k) Plans in Georgia

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

Mashburn 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
Delta 401(k) Retirement Plan $19.0B · 89,836
Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
UPS 401(k) Savings Plan $14.2B · 95,250
The Home Depot Futurebuilder $14.1B · 398,464

Compare Mashburn 401(k) Plan side-by-side with 3 peers →

Mashburn 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Alliant Corporation 401(k) Profit Sharing Plan in TN ($5M); by covered participants it is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Alliant Corporation 401(k) Profit Sharing Plan (TN) $5M · 32
Bill Spitzer & Associates Thrift and Profit Sharing Plan (TX) $5M · 35
Metals and Additives Retirement Savings Plan (IN) $5M · 51
Hpt Systems, Inc. 401(k) Profit Sharing Plan (PA) $5M · 6

Similar participant headcount

Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.

Robbins, Inc. Employees' Retirement Savings Plan (OH) 175 · 0 off
The Amadas Group, Inc. Savings Plan (VA) 175 · 0 off
Little John Transportation Services 401(k) Profit Sharing Plan (AR) 175 · 0 off
Portland Specialty Baking, LLC 401(k) Plan (OR) 175 · 0 off

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 Mashburn 401(k) Plan assets move in 2024? ▼

Mashburn 401(k) Plan surged - up 36.7% during 2024, from $4M to $5M. Reported net income was $1M.

How have Mashburn, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mashburn, LLC's sponsor-wide assets grew 108.8%, from $2M to $5M.

Which 401(k) plans are similar in size to Mashburn 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Alliant Corporation 401(k) Profit Sharing Plan in TN ($5M, 32 participants).

Which 401(k) plans cover a similar participant headcount to Mashburn 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants, $13M 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 208815980.