401(k) · DOL Form 5500 · 2022

49 Management Company 401(k) Plan

Data updated 2026-08-25

$467K
Total assets Small plan by assets
146
Participants Small participant base
18th
Percentile by assets National rank
$3,198
Avg per participant Low balance/head
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Official DOL plan name: 49 Financial 401(k) Plan · Sponsored by 49 Management Company · Texas · Finance & Insurance

$467K in assets, 146 participants

49 Management Company's 49 Financial 401(k) Plan reported $467K in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,048 in Finance & Insurance (9,261 peers)

Coverage in Texas

49 Financial 401(k) Plan covers 146 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $467K.

#1,048
in Finance & Insurance (9,261 peers)
$401K
reported net income

49 Financial 401(k) Plan among the smaller filed plans by assets

49 Financial 401(k) Plan vs every filed plan by assets

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

$466,845 18th percentile higher than 18% 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

49 Financial 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 49 Financial 401(k) Plan sits mid-pack in the medium band (146 participants).

DOL schedule card

Filing strip 843628995 · 49 Management Company PY 2022 · 401(k)

49 Financial 401(k) Plan · $467K · 146 · 18th

  • PHOTO $467K
  • PHOTO 146
  • PHOTO 18th
  • PHOTO 401(k)
  • PHOTO near Senior Quality Home Care Corp 401(k) Profit Sharing Plan
  • PHOTO ind #1048

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 →

49 Financial 401(k) Plan in the asset neighbourhood

49 Financial 401(k) Plan$467KSenior Quality Home Care Corp 401(k) Profit Sharing PlanSenior Quality Home Care Cor…$467KH&h Enterprises 401(k) Plan$467KGeordie Investment Corporation 401(k) PlanGeordie Investment Corporati…$467KSlo Redev Inc. 401(k) Plan$467K
End-of-year total assets ($M) among 49 Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$467K
Net Income$401K
Employer EIN843628995
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (49 Management Company)

Sponsor-wide plan assets over time

All 49 Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 250.52169349569985% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.47M $1.64M ▲ +248.9%
Year Plans Participants Total Assets
2022 1 146 $467K
2023 1 172 $926K
2024 1 161 $2M

Nearby 401(k) Plans in Texas

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

49 Financial 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants 49 Financial 401(k) Plan, Total assets ($B): 0.000466845 · Participants: 14649 Financial 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
49 Financial 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare 49 Financial 401(k) Plan side-by-side with 3 peers →

49 Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Senior Quality Home Care Corp 401(k) Profit Sharing Plan in CT ($467K); by covered participants it is Bcp 401(k) Plan in NC (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($467K here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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 have 49 Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 49 Management Company's sponsor-wide assets grew 250.5%, from $467K to $2M.
Where does 49 Financial 401(k) Plan rank by assets among Form 5500 filers? ▼
49 Financial 401(k) Plan ranks in the 18th 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 49 Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Senior Quality Home Care Corp 401(k) Profit Sharing Plan in CT ($467K, 15 participants).
Which 401(k) plans cover a similar participant headcount to 49 Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcp 401(k) Plan in NC (146 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 843628995.

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.