401(k) · DOL Form 5500 · 2022
Mathvisors, Inc. 401(k) Plan
Data updated 2026-08-25
- $95K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $47,550
- Avg per participant Low balance/head
Official DOL plan name: Mathvisors, Inc. 401(k) Profit Sharing Plan · Sponsored by Mathvisors, Inc. · California · Educational Services
$95K in assets, 2 participants
Mathvisors, Inc.'s Mathvisors, Inc. 401(k) Profit Sharing Plan reported $95K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.
- #193 in Educational Services (4,024 peers)
2022 asset change
Mathvisors, Inc. 401(k) Profit Sharing Plan surged 9584.3% in 2022 ($982 → $95K) for 2 participants.
- #193
- in Educational Services (4,024 peers)
- +9584.3%
- assets growth YoY
Mathvisors, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Mathvisors, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$95,100 6th percentile higher than 6% 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
Mathvisors, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mathvisors, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 814259236 · Mathvisors, Inc. PY 2022 · 401(k)
Mathvisors, Inc. 401(k) Profit Sharing Plan · $95K · 2 · 6th
- EOY $95K
- EOY 2
- EOY 6th
- EOY 401(k)
- EOY near Sodus Bay Corporation 401(k) Plan
- EOY ind #193
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 Educational Services retirement plans → · Plans in California →
Mathvisors, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Mathvisors, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Mathvisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $95K |
| 2023 | 1 | 3 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $982 |
|---|---|
| Net Assets (End of Year) | $95K |
| Net Income | $94K |
| Employer EIN | 814259236 |
| Plan Effective Date | 2016-10-20 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Mathvisors, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Sodus Bay Corporation 401(k) Plan in NY ($95K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($95K here).
- Sodus Bay Corporation 401(k) Plan (NY) $95K · 1
- Traditions Lath & Stucco, Inc. 401(k) Plan (AZ) $95K · 375
- Ku Capital Inc. 401(k) Plan (MN) $95K · N/A
- Main Rhode Insurance Agency. Inc 401(k) Plan (RI) $95K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.