401(k) · DOL Form 5500 · 2023

Gatza Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
26
Participants Small participant base
29th
Percentile by assets National rank
$67,793
Avg per participant Below avg balance/head
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Official DOL plan name: Gatza Investment Group Retirement Plan · Sponsored by Gatza Investment Group, Inc. · Arizona · Other Services

$2M in assets, 26 participants

Gatza Investment Group, Inc.'s Gatza Investment Group Retirement Plan reported $2M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,245 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Gatza Investment Group Retirement Plan ranks #4,245 of 7,857 2023 filers by assets (1139% of the sector average)-$2M for 26 participants.

#4,245
in Other Services (7,857 peers)
+8.5%
assets growth YoY

Gatza Investment Group Retirement Plan among the smaller filed plans by assets

Gatza Investment Group Retirement Plan vs every filed plan by assets

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

$1,762,611 29th percentile higher than 29% 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

Gatza Investment Group 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. Gatza Investment Group Retirement Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gatza Investment Group Retirement Plan reported net income rose from $78K in the plan year 2022 filing to $138K in the plan year 2023 filing.
  • Gatza Investment Group Retirement Plan reported participants rose from 23 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Gatza Investment Group Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 471054748 · Gatza Investment Group, Inc. PY 2023 · 401(k)

Gatza Investment Group Retirement Plan · $2M · 26 · 29th

  • 5500 $2M
  • ASSETS 26
  • PCT 29th
  • EIN 401(k)
  • RANK near Point to Point, LLC 401(k) Profit Sharing Plan
  • PHOTO ind #4245

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 Arizona →

Gatza Investment Group Retirement Plan in the asset neighbourhood

Gatza Investment Group Retirement PlanGatza Investment Group Retir…$2MPoint to Point, LLC 401(k) Profit Sharing PlanPoint to Point, LLC 401(k) P…$2MSpr Enterprises 401(k)$2MRichard R. M. Francis, M.D., P.a. 401(k) Retirement PlanRichard R. M. Francis, M.D.,…$2MAnthony Buick Gmc, Inc. 401(k) PlanAnthony Buick Gmc, Inc. 401(…$2M
End-of-year total assets ($M) among Gatza Investment Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$138K
Employer EIN471054748
Plan Effective Date2014-06-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Gatza Investment Group, Inc.)

Sponsor-wide plan assets over time

All Gatza Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.622300056220286% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.62M $1.89M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 23 $2M
2023 1 26 $2M
2024 1 39 $2M

Nearby 401(k) Plans in Arizona

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

Gatza Investment Group Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Gatza Investment Group Retirement Plan, Total assets ($B): 0.001762611 · Participants: 26Gatza Investment Group Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Gatza Investment Group Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Gatza Investment Group Retirement Plan side-by-side with 3 peers →

Gatza Investment Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Point to Point, LLC 401(k) Profit Sharing Plan in OH ($2M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

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 Gatza Investment Group Retirement Plan assets move in 2023? ▼
Gatza Investment Group Retirement Plan grew at a solid clip - up 8.5% during 2023, from $2M to $2M. Reported net income was $138K.
How have Gatza Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gatza Investment Group, Inc.'s sponsor-wide assets grew 16.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Gatza Investment Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Point to Point, LLC 401(k) Profit Sharing Plan in OH ($2M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Gatza Investment Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M 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 471054748.

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.