Mbo Partners 401(k) Plan: Login, Facts & Contact Information
Mbo Partners 401(k) Login
723 former Mbo Partners employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Mbo Partners 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $5.27 million was paid out to participants.
- Investment and other income added $12.8 million.
How the Mbo Partners 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,360 | $82.5 million | — | $9.85 million |
| 2020 | 1,246 | $86.7 million | — | $8.51 million |
| 2021 | 1,141 | $87.8 million | — | $12.0 million |
| 2022 | 1,039 | $66.8 million | — | $6.64 million |
| 2023 | 956 | $74.4 million | $0 | $4.96 million |
| 2024 | 868 | $82.0 million | $0 | $5.27 million |
Mbo Partners 401(k) Contact Information
Questions about the Mbo Partners 401(k)
Does Mbo Partners contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Mbo Partners 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Mbo Partners 401(k) plan?
868 participants at the start of plan year 2024, and 723 former employees who still had money in the plan.
What is the average 401(k) balance at Mbo Partners?
About $104,289 per account: $82.0 million in plan assets across 786 accounts with a balance at the end of plan year 2024.
Who manages the Mbo Partners 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Mbo Partners. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.