401(k) · DOL Form 5500 · 2023

Manzanita Private Investment Corporation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
25th
Percentile by assets National rank
$245,000
Avg per participant Above avg balance/head
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Official DOL plan name: Manzanita Private Investment Corporation 401(k) Plan · Sponsored by Manzanita Private Investment Corporation · Texas · Finance & Insurance

$1M in assets, 5 participants

Manzanita Private Investment Corporation's Manzanita Private Investment Corporation 401(k) Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,476 in Finance & Insurance (8,869 peers)

Manzanita Private Investment Corporation multi-year trail

Manzanita Private Investment Corporation's plans moved +80.1% in assets from 2022 to 2024; this filing shows Manzanita Private Investment Corporation 401(k) Plan at $1M / 5 participants.

#1,476
in Finance & Insurance (8,869 peers)
+39.2%
assets growth YoY

Manzanita Private Investment Corporation 401(k) Plan among the smaller filed plans by assets

Manzanita Private Investment Corporation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,225,000 25th percentile higher than 25% of 127,068 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 2023

Manzanita Private Investment Corporation 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Manzanita Private Investment Corporation 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Manzanita Private Investment Corporation 401(k) Plan end-of-year assets rose from $880K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Manzanita Private Investment Corporation 401(k) Plan reported net income rose from $305K in the plan year 2022 filing to $345K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 853394263 · Manzanita Private Investment Corporation PY 2023 · 401(k)

Manzanita Private Investment Corporation 401(k) Plan · $1M · 5 · 25th

  • BOOK $1M
  • VS-ST 5
  • BOY 25th
  • SCH 401(k)
  • EBSA near J. H. Routh Packing Company Union 401(k) Pension Plan
  • PART ind #1476

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 Finance & Insurance retirement plans → · Plans in Texas →

Manzanita Private Investment Corporation 401(k) Plan in the asset neighbourhood

Manzanita Private Investment Corporation 401(k) PlanManzanita Private Investment…$1MM&b Truck Stop Operation Inc Retirement PlanM&b Truck Stop Operation Inc…$1MGlobal Partners in Shielding, Inc. 401(k) PlanGlobal Partners in Shielding…$1MThe Tate Group Retirement PlanThe Tate Group Retirement Pl…$1MJ. H. Routh Packing Company Union 401(k) Pension PlanJ. H. Routh Packing Company …$1M
End-of-year total assets ($M) among Manzanita Private Investment Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Manzanita Private Investment Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Manzanita Private Investment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 80.11363636363636% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.88M $1.59M ▲ +80.7%
Year Plans Participants Total Assets
2022 1 5 $880K
2023 1 5 $1M
2024 1 5 $2M

Manzanita Private Investment Corporation filing trail (2023)

Total Assets (Beginning of Year)$880K
Net Assets (End of Year)$1M
Net Income$345K
Employer EIN853394263
Plan Effective Date2020-12-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Manzanita Private Investment Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Manzanita Private Investment Corporation 401(k) Plan, Total assets ($B): 0.001225 · Participants: 5Manzanita Private Investment Corporation 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Manzanita Private Investment Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Manzanita Private Investment Corporation 401(k) Plan side-by-side with 3 peers →

Manzanita Private Investment Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is J. H. Routh Packing Company Union 401(k) Pension Plan in OH ($1M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Manzanita Private Investment Corporation 401(k) Plan assets move in 2023? ▼
Manzanita Private Investment Corporation 401(k) Plan surged - up 39.2% during 2023, from $880K to $1M. Reported net income was $345K.
How have Manzanita Private Investment Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Manzanita Private Investment Corporation's sponsor-wide assets grew 80.1%, from $880K to $2M.
Where does Manzanita Private Investment Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Manzanita Private Investment Corporation 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Manzanita Private Investment Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J. H. Routh Packing Company Union 401(k) Pension Plan in OH ($1M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Manzanita Private Investment Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 853394263.

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.