PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Mbo Partners
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Mbo Partners

EIN 22-2609042-management consulting-Latest filing 2025
Plans
3
Retirement
2
$101.0M assets
Health & Benefits
1
$2.5M premiums
Participants
1,104
20370 EXCHANGE ST.,, SUITE 250 - ASHBURN, VA 20147703-793-6045mbopartners.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
3 filings
#001401(k)-$83.2M - 703 part#002401(k)-$17.8M - 262 part#504Fully insured-$2.5M - 475 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $101.0M assets / 965 participants

Assets by plan

Share of aggregate retirement assets

  • MBO ASSOCIATE 401(K) (#001)$83.2M
  • CORPORATE 401K PLAN (#002)$17.8M
Total $101.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • MBO ASSOCIATE 401(K) (#001)703
  • CORPORATE 401K PLAN (#002)262
Total 965Select a row to open it

Benefits portfolio analytics

1 plan / $2.5M premiums / 475 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Other$179K
  • Life$155K
  • Short-term disability$155K
  • Long-term disability$155K
  • +1 more
Total $2.5M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MBO ASSOCIATE 401(K) PLAN

401(k)

Assets$83.2M
Participants703
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

MBO PARTNERS CORPORATE 401K PLAN

401(k)

Assets$17.8M
Participants262
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

MBO PARTNERS WELFARE BENEFIT PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.5M
Covered lives475
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MBO ASSOCIATE 401(K) PLAN401(k)$83.2M7032025
#002MBO PARTNERS CORPORATE 401K PLAN401(k)$17.8M2622025
  • MBO ASSOCIATE 401(K) PLAN$83.2M
    #001 · 401(k) · 2025703
  • MBO PARTNERS CORPORATE 401K PLAN$17.8M
    #002 · 401(k) · 2025262

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504MBO PARTNERS WELFARE BENEFIT PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$2.5M4752025
  • MBO PARTNERS WELFARE BENEFIT PLAN$2.5M
    #504 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025475
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica