401(k) · DOL Form 5500 · 2023

Azo, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
37
Participants Small participant base
54th
Percentile by assets National rank
$218,990
Avg per participant Above avg balance/head
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Official DOL plan name: Azo, Inc. Retirement Plan · Sponsored by Azo, Inc. · Tennessee · Wholesale Trade

$8M in assets, 37 participants

Azo, Inc.'s Azo, Inc. Retirement Plan reported $8M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,817 in Wholesale Trade (6,309 peers)

Azo, Inc. multi-year trail

Azo, Inc.'s plans moved +41.4% in assets from 2022 to 2024; this filing shows Azo, Inc. Retirement Plan at $8M / 37 participants.

#2,817
in Wholesale Trade (6,309 peers)
+24.9%
assets growth YoY

Azo, Inc. Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Azo, Inc. Retirement Plan vs every filed plan by assets

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

$8,102,642 Top 46% higher than 54% 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

Azo, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Azo, Inc. Retirement Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Azo, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Azo, Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Azo, Inc. Retirement Plan reported participants fell from 38 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 621025566 · Azo, Inc. PY 2023 · 401(k)

Azo, Inc. Retirement Plan · $8M · 37 · 54th

  • PCT $8M
  • EIN 37
  • RANK 54th
  • PHOTO 401(k)
  • IND near Open Sky Education 403(b) Plan
  • EOY ind #2817

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 Wholesale Trade retirement plans → · Plans in Tennessee →

Azo, Inc. Retirement Plan in the asset neighbourhood

Azo, Inc. Retirement Plan$8MOpen Sky Education 403(b) PlanOpen Sky Education 403(b) Pl…$8MGoforward 401(k) Plan$8MAerovias De Mexico, S.a. De C.V. 401(k) Retirement PlanAerovias De Mexico, S.a. De …$8MInterchange Group, Inc. 401(k) PlanInterchange Group, Inc. 401(…$8M
End-of-year total assets ($M) among Azo, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Azo, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Azo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 41.41291433338499% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.48M $9.17M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 38 $6M
2023 1 37 $8M
2024 1 43 $9M

Azo, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN621025566
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Azo, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Azo, Inc. Retirement Plan, Total assets ($B): 0.008102642 · Participants: 37Azo, Inc. Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Azo, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Azo, Inc. Retirement Plan side-by-side with 3 peers →

Azo, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Open Sky Education 403(b) Plan in WI ($8M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Azo, Inc. Retirement Plan assets move in 2023? ▼
Azo, Inc. Retirement Plan grew sharply - up 24.9% during 2023, from $6M to $8M. Reported net income was $2M.
How have Azo, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Azo, Inc.'s sponsor-wide assets grew 41.4%, from $6M to $9M.
Which 401(k) plans are similar in size to Azo, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Open Sky Education 403(b) Plan in WI ($8M, 392 participants).
Which 401(k) plans cover a similar participant headcount to Azo, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carbon Health 401(k) Plan in CA (37 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 621025566.

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.