Profit Sharing · DOL Form 5500 · 2024

Mbi, Inc. Profit Sharing Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
314
Participants Below avg headcount
91st
Percentile by assets National rank
$351,464
Avg per participant High balance/head
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Official DOL plan name: Mbi, Inc. Profit Sharing Plan & Trust · Sponsored by Mbi, Inc. · Connecticut · Retail Trade

$110M in assets, 314 participants

Mbi, Inc.'s Mbi, Inc. Profit Sharing Plan & Trust reported $110M in total assets and 314 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,640 in Retail Trade (8,048 peers)

Coverage in Connecticut

Mbi, Inc. Profit Sharing Plan & Trust covers 314 participants in Connecticut, about 44% of the average Connecticut filer (state average ~718 per filing). Assets: $110M.

#7,640
in Retail Trade (8,048 peers)
-0.9%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mbi, Inc. Profit Sharing Plan & Trust's outsized position by total assets

Mbi, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$110,359,559 Top 9% higher than 91% 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

Mbi, Inc. Profit Sharing Plan & Trust 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. Mbi, Inc. Profit Sharing Plan & Trust sits mid-pack in the medium band (314 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mbi, Inc. Profit Sharing Plan & Trust reported net income fell from $21M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Mbi, Inc. Profit Sharing Plan & Trust reported participants fell from 333 in the plan year 2023 filing to 314 in the plan year 2024 filing.
  • Mbi, Inc. Profit Sharing Plan & Trust end-of-year assets fell from $111M in the plan year 2023 filing to $110M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 060902721 · Mbi, Inc. PY 2024 · Profit Sharing

Mbi, Inc. Profit Sharing Plan & Trust · $110M · 314 · 91st

  • 5500 $110M
  • 5500 314
  • 5500 91st
  • 5500 Profit Sharing
  • 5500 near Retirement Plan for Employees of Howardcenter
  • 5500 ind #7640

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 Connecticut →

Mbi, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Roofers Union Local 30 Combined Annuity FundRoofers Union Local 30 Combi…$112MMbi, Inc. Profit Sharing Plan & TrustMbi, Inc. Profit Sharing Pla…$110MRetirement Plan for Employees of HowardcenterRetirement Plan for Employee…$110MAnnuity Plan IBEW Local 96$109MHawaii Sheet Metal Workers Annuity Profit SharingHawaii Sheet Metal Workers A…$109M
End-of-year total assets ($M) among Mbi, Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$110M
Net Income-$1M
Employer EIN060902721
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mbi, Inc.)

Sponsor-wide plan assets over time

All Mbi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$175M 23.210167910566604% vs 2022
2024 filing year
$130M$140M$150M$160M$170M$180M 202220232024 $142M $175M ▲ +23.2%
Year Plans Participants Total Assets
2022 2 713 $142M
2023 2 710 $171M
2024 2 673 $175M

Nearby Profit Sharing Plans in Connecticut

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

Mbi, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants Mbi, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.110359559 · Participants: 314Mbi, Inc. Profit Sharing Plan & TrustNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.340089089 · Participants: 10631North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.540767273 · Participants: 3179Connecticut Children's Retirement Savings PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.276525817 · Participants: 2660Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.274215777 · Participants: 3043Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.253791194 · Participants: 4331Bridgeport Hospital Employer Contribution Retirement Plan
Mbi, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Mbi, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Mbi, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Retirement Plan for Employees of Howardcenter in VT ($110M); by covered participants it is Monsanto Caribe Retirement Savings Plan in NJ (314 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($110M here).

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Mbi, Inc. Profit Sharing Plan & Trust assets move in 2024? ▼
Mbi, Inc. Profit Sharing Plan & Trust held essentially flat - down 0.9% during 2024, from $111M to $110M. Reported net income was -$1M.
How have Mbi, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbi, Inc.'s sponsor-wide assets grew 23.2%, from $142M to $175M.
Where does Mbi, Inc. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Mbi, Inc. Profit Sharing Plan & Trust ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Mbi, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Retirement Plan for Employees of Howardcenter in VT ($110M, 1,261 participants).
Which Profit Sharing plans cover a similar participant headcount to Mbi, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Monsanto Caribe Retirement Savings Plan in NJ (314 participants, $10M 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 060902721.

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.