Other · DOL Form 5500 · 2022

Aztec Shops, Ltd. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
178
Participants Small participant base
47th
Percentile by assets National rank
$23,282
Avg per participant Low balance/head
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Official DOL plan name: Aztec Shops, Ltd. Retirement Plan · Sponsored by Aztec Shops, Ltd. · California · Educational Services

$4M in assets, 178 participants

Aztec Shops, Ltd.'s Aztec Shops, Ltd. Retirement Plan reported $4M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,312 in Educational Services (4,024 peers)

Coverage in California

Aztec Shops, Ltd. Retirement Plan covers 178 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $4M.

#1,312
in Educational Services (4,024 peers)
+19.5%
assets growth YoY

Aztec Shops, Ltd. Retirement Plan's mid-pack asset rank among Educational Services and all filers

Aztec Shops, Ltd. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,144,210 47th percentile higher than 47% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Aztec Shops, Ltd. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aztec Shops, Ltd. Retirement Plan sits mid-pack in the medium band (178 participants).

Plan-year Form 5500 strip

Filing strip 950516240 · Aztec Shops, Ltd. PY 2022 · Other

Aztec Shops, Ltd. Retirement Plan · $4M · 178 · 47th

  • EBSA $4M
  • EBSA 178
  • EBSA 47th
  • EBSA Other
  • EBSA near 403(b) Thrift Plan for Employees of Community Development Corporation of Long Island
  • EBSA ind #1312

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 →

Aztec Shops, Ltd. Retirement Plan in the asset neighbourhood

Friendship Village of Dublin Matched Fund Retirement PlanFriendship Village of Dublin…$4MTanager Place Employee 403(b) Retirement PlanTanager Place Employee 403(b…$4MAztec Shops, Ltd. Retirement PlanAztec Shops, Ltd. Retirement…$4M403(b) Thrift Plan for Employees of Community Development Corporation of Long Island403(b) Thrift Plan for Emplo…$4MZeta Charter Schools 403(b) PlanZeta Charter Schools 403(b) …$4M
End-of-year total assets ($M) among Aztec Shops, Ltd. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$677K
Employer EIN950516240
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aztec Shops, Ltd.)

Sponsor-wide plan assets over time

All Aztec Shops, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 18.948501842623553% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.9M $15.3M ▲ +19.0%
Year Plans Participants Total Assets
2022 2 269 $13M
2023 2 511 $14M
2024 2 580 $15M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Aztec Shops, Ltd. Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Aztec Shops, Ltd. Retirement Plan, Total assets ($B): 0.00414421 · Participants: 178Aztec Shops, Ltd. Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Aztec Shops, Ltd. Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Aztec Shops, Ltd. Retirement Plan side-by-side with 3 peers →

Aztec Shops, Ltd. Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Thrift Plan for Employees of Community Development Corporation of Long Island in NY ($4M); by covered participants it is Cornerstone Vna Retirement Plan in NH (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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.

Frequently Asked Questions

How did Aztec Shops, Ltd. Retirement Plan assets move in 2022? ▼
Aztec Shops, Ltd. Retirement Plan grew sharply - up 19.5% during 2022, from $3M to $4M. Reported net income was $677K.
How have Aztec Shops, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aztec Shops, Ltd.'s sponsor-wide assets grew 18.9%, from $13M to $15M.
Which Other plans are similar in size to Aztec Shops, Ltd. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Community Development Corporation of Long Island in NY ($4M, 89 participants).
Which Other plans cover a similar participant headcount to Aztec Shops, Ltd. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Cornerstone Vna Retirement Plan in NH (178 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 950516240.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.