Money Purchase · DOL Form 5500 · 2023
M.B. & Edna Zale Foundation Money Purchase Plan
Data updated 2026-08-25
- $184K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $92,173
- Avg per participant Below avg balance/head
Official DOL plan name: M. B. & Edna Zale Foundation Retirement Plan · Sponsored by M.B. & Edna Zale Foundation · Texas · Other Services
$184K in assets, 2 participants
M.B. & Edna Zale Foundation's M. B. & Edna Zale Foundation Retirement Plan reported $184K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #1,708 in Other Services (7,857 peers)
M.B. & Edna Zale Foundation multi-year trail
M.B. & Edna Zale Foundation's plans moved -90.7% in assets from 2022 to 2024; this filing shows M. B. & Edna Zale Foundation Retirement Plan at $184K / 2 participants.
- #1,708
- in Other Services (7,857 peers)
- -93.2%
- assets change YoY
The plan reported a net loss of $3M 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 among the smaller filed plans by assets
M. B. & Edna Zale Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$184,345 10th percentile higher than 10% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
M. B. & Edna Zale Foundation Retirement 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. M. B. & Edna Zale Foundation Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- M. B. & Edna Zale Foundation Retirement Plan reported net income fell from -$297K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- M. B. & Edna Zale Foundation Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $184K in the plan year 2023 filing.
DOL schedule card
Filing strip 756037429 · M.B. & Edna Zale Foundation PY 2023 · Money Purchase
M. B. & Edna Zale Foundation Retirement Plan · $184K · 2 · 10th
- RANK $184K
- RANK 2
- RANK 10th
- RANK Money Purchase
- RANK near Henney Wealth Management, Inc. Money Purchase Plan
- RANK ind #1708
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
M.B. & Edna Zale Foundation multi-year asset trail
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 |
M.B. & Edna Zale Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $184K |
| Net Income | -$3M |
| Employer EIN | 756037429 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Occidental Petroleum Corporation Retirement Plan $1.1B · 8,018
- Alcon Retirement Plan $974M · 9,494
- William Marsh Rice University Defined Contribution Retirement Plan $831M · 6,776
- Apache Corporation Money Purchase Retirement Plan $245M · 1,452
- Greater Texas IBEW NECA Annuity Plan $146M · 1,683
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 Henney Wealth Management, Inc. Money Purchase Plan in CA ($186K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($184K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Blake Money Purchase Pension Plan (MA) 2 · 0 off
- Diagnostic Radiology Consultants PC Money Purchase Pension Plan (OK) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.