401(k) · DOL Form 5500 · 2022
Margaritas Management Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $101,609
- Avg per participant Below avg balance/head
Official DOL plan name: Margaritas Management Retirement Plan · Sponsored by Margaritas Management Group, Inc. · New Hampshire · Food Services & Accommodation
$6M in assets, 58 participants
Margaritas Management Group, Inc.'s Margaritas Management Retirement Plan reported $6M in total assets and 58 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #3,864 in Food Services & Accommodation (4,592 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Margaritas Management Retirement Plan ranks #3,864 of 4,592 2022 filers by assets (332% of the sector average)-$6M for 58 participants.
- #3,864
- in Food Services & Accommodation (4,592 peers)
- -19.4%
- assets change YoY
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.
Margaritas Management Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Margaritas Management Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,893,299 Top 46% higher than 54% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Margaritas Management Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Margaritas Management Retirement Plan is a small filing (58 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 020464184 · Margaritas Management Group, Inc. PY 2022 · 401(k)
Margaritas Management Retirement Plan · $6M · 58 · 54th
- EOY $6M
- 5500 58
- ASSETS 54th
- PCT 401(k)
- EIN near US Pharma Lab, Inc. 401(k) Plan
- RANK ind #3864
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 Food Services & Accommodation retirement plans → · Plans in New Hampshire →
Margaritas Management Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 020464184 |
| Plan Effective Date | 2000-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Margaritas Management Group, Inc.)
Sponsor-wide plan assets over time
All Margaritas Management Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 21.966609873349373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 58 | $6M |
| 2023 | 1 | 56 | $7M |
| 2024 | 1 | 54 | $7M |
Nearby 401(k) Plans in New Hampshire
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- C&s and Affiliates 401(k) Savings Plan (a) $489M · 11,834
- Ams Osram Savings Plan $444M · 998
- Albany International Corp. Prosperity Plus Savings $398M · 1,603
- Connection Employee 401(k) and Profit Sharing Plan $311M · 2,540
- Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $308M · 2,662
Margaritas Management Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Hampshire, the nearest 401(k) by assets is US Pharma Lab, Inc. 401(k) Plan in NJ ($6M); by covered participants it is Huron Community Bank 401(k) Plan in MI (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- US Pharma Lab, Inc. 401(k) Plan (NJ) $6M · 242
- Eclipse Advantage, LLC 401(k) Plan (FL) $6M · 2,291
- Timberline Bancorporation 401(k) Plan (CO) $6M · 75
- Dbsi, Inc. 401(k) Plan (AZ) $6M · 136
Similar participant headcount
Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.
- Huron Community Bank 401(k) Plan (MI) 58 · 0 off
- Halterman's Auto Ranch 401(k) Plan (PA) 58 · 0 off
- Kassity's 401(k) Profit Sharing Plan (CA) 58 · 0 off
- Avilys LLC 401(k) Profit Sharing Plan & Trust (GA) 58 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.