Money Purchase · DOL Form 5500 · 2022
M.B. & Edna Zale Foundation Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: M. B. & Edna Zale Foundation Retirement Plan · Sponsored by M.B. & Edna Zale Foundation · Texas · Other Services
$3M in assets, 2 participants
M.B. & Edna Zale Foundation's M. B. & Edna Zale Foundation Retirement Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #5,090 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, M. B. & Edna Zale Foundation Retirement Plan ranks #5,090 of 8,398 2022 filers by assets (742% of the sector average)-$3M for 2 participants.
- #5,090
- in Other Services (8,398 peers)
- -9.9%
- assets change YoY
The plan reported a net loss of $297K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
M. B. & Edna Zale Foundation Retirement Plan's mid-pack asset rank among Other Services and all filers
M. B. & Edna Zale Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,705,846 39th percentile higher than 39% 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
M. B. & Edna Zale Foundation Retirement 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. M. B. & Edna Zale Foundation Retirement Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 756037429 · M.B. & Edna Zale Foundation PY 2022 · Money Purchase
M. B. & Edna Zale Foundation Retirement Plan · $3M · 2 · 39th
- VS-ST $3M
- BOY 2
- SCH 39th
- EBSA Money Purchase
- PART near Hawaii Teamsters Meat Cutters Annuity Plan
- TYPE ind #5090
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 Other Services retirement plans → · Plans in Texas →
M. B. & Edna Zale Foundation Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$297K |
| Employer EIN | 756037429 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M.B. & Edna Zale Foundation)
Sponsor-wide plan assets over time
All M.B. & Edna Zale Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $252K 90.70394250079273% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $184K |
| 2024 | 1 | 1 | $252K |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Occidental Petroleum Corporation Retirement Plan $957M · N/A
- Alcon Retirement Plan $846M · 9,281
- William Marsh Rice University Defined Contribution Retirement Plan $718M · 6,837
- Apache Corporation Money Purchase Retirement Plan $211M · 1,394
- Greater Texas IBEW NECA Annuity Plan $137M · 3,298
M. B. & Edna Zale Foundation Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is Hawaii Teamsters Meat Cutters Annuity Plan in HI ($3M); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- Money Purchase (VA) 2 · 0 off
- E. James Bodmer, D.P.M., P.C. Profit Sharing Plan (SC) 2 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.