401(k) · DOL Form 5500 · 2022

M Z Investment, Inc. 401(k) Plan

Data updated 2026-08-25

$108K
Total assets Small plan by assets
3
Participants Small participant base
7th
Percentile by assets National rank
$35,995
Avg per participant Low balance/head
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Official DOL plan name: M Z Investment, Inc. 401(k) Plan · Sponsored by M Z Investment, Inc. · Florida · Retail Trade

$108K in assets, 3 participants

M Z Investment, Inc.'s M Z Investment, Inc. 401(k) Plan reported $108K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

  • #908 in Retail Trade (9,519 peers)

M Z Investment, Inc. multi-year trail

M Z Investment, Inc.'s plans moved +221.2% in assets from 2022 to 2024; this filing shows M Z Investment, Inc. 401(k) Plan at $108K / 3 participants.

#908
in Retail Trade (9,519 peers)
+88.0%
assets growth YoY

M Z Investment, Inc. 401(k) Plan among the smaller filed plans by assets

M Z Investment, Inc. 401(k) Plan vs every filed plan by assets

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

$107,985 7th percentile higher than 7% 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

M Z Investment, Inc. 401(k) 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 Z Investment, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 843550502 · M Z Investment, Inc. PY 2022 · 401(k)

M Z Investment, Inc. 401(k) Plan · $108K · 3 · 7th

  • EBSA $108K
  • PART 3
  • TYPE 7th
  • NET 401(k)
  • BOOK near Racktrust Investment Group Corp. 401(k) Profit Sharing Plan
  • VS-ST ind #908

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 Retail Trade retirement plans → · Plans in Florida →

M Z Investment, Inc. 401(k) Plan in the asset neighbourhood

M Z Investment, Inc. 401(k) PlanM Z Investment, Inc. 401(k) …$108KRacktrust Investment Group Corp. 401(k) Profit Sharing PlanRacktrust Investment Group C…$108KPhil 413, Inc. 401(k) Plan$108KJackal Corp. 401(k) Plan$108KBhi 401(k)$108K
End-of-year total assets ($M) among M Z Investment, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

M Z Investment, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All M Z Investment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$347K 221.22980043524564% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.11M $0.35M ▲ +218.2%
Year Plans Participants Total Assets
2022 1 3 $108K
2023 1 3 $314K
2024 1 1 $347K

M Z Investment, Inc. filing trail (2022)

Total Assets (Beginning of Year)$57K
Net Assets (End of Year)$108K
Net Income$51K
Employer EIN843550502
Plan Effective Date2019-10-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

M Z Investment, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants M Z Investment, Inc. 401(k) Plan, Total assets ($B): 0.000107985 · Participants: 3M Z Investment, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
M Z Investment, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare M Z Investment, Inc. 401(k) Plan side-by-side with 3 peers →

M Z Investment, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Racktrust Investment Group Corp. 401(k) Profit Sharing Plan in TX ($108K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($108K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 M Z Investment, Inc. 401(k) Plan assets move in 2022? ▼
M Z Investment, Inc. 401(k) Plan surged - up 88.0% during 2022, from $57K to $108K. Reported net income was $51K.
How have M Z Investment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M Z Investment, Inc.'s sponsor-wide assets grew 221.2%, from $108K to $347K.
Where does M Z Investment, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
M Z Investment, Inc. 401(k) Plan ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to M Z Investment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Racktrust Investment Group Corp. 401(k) Profit Sharing Plan in TX ($108K, 12 participants).
Which 401(k) plans cover a similar participant headcount to M Z Investment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A 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 843550502.

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.