401(k) · DOL Form 5500 · 2023
Jimenez Investment Group Inc. 401(k) Plan
Data updated 2026-08-25
- $518K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $259,004
- Avg per participant Above avg balance/head
Official DOL plan name: Jimenez Investment Group Inc. Retirement Plan · Sponsored by Jimenez Investment Group Inc. · Texas · Real Estate
$518K in assets, 2 participants
Jimenez Investment Group Inc.'s Jimenez Investment Group Inc. Retirement Plan reported $518K in total assets and 2 participants in its 2023 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.
- #1,486 in Real Estate (4,727 peers)
Jimenez Investment Group Inc. multi-year trail
Jimenez Investment Group Inc.'s plans moved -82.3% in assets from 2022 to 2024; this filing shows Jimenez Investment Group Inc. Retirement Plan at $518K / 2 participants.
- #1,486
- in Real Estate (4,727 peers)
- +2736.8%
- assets growth YoY
Jimenez Investment Group Inc. Retirement Plan among the smaller filed plans by assets
Jimenez Investment Group Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$518,008 18th percentile higher than 18% 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
Jimenez Investment Group Inc. 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. Jimenez Investment Group Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jimenez Investment Group Inc. Retirement Plan end-of-year assets rose from $18K in the plan year 2022 filing to $518K in the plan year 2023 filing.
- Jimenez Investment Group Inc. Retirement Plan reported net income rose from -$399K in the plan year 2022 filing to $500K in the plan year 2023 filing.
- Jimenez Investment Group Inc. Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
DOL schedule card
Filing strip 842615932 · Jimenez Investment Group Inc. PY 2023 · 401(k)
Jimenez Investment Group Inc. Retirement Plan · $518K · 2 · 18th
- IND $518K
- EOY 2
- 5500 18th
- ASSETS 401(k)
- PCT near Moorings Country Club 401(k) Plan
- EIN ind #1486
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 Real Estate retirement plans → · Plans in Texas →
Jimenez Investment Group Inc. Retirement Plan in the asset neighbourhood
Jimenez Investment Group Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jimenez Investment Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3K 82.30558598028477% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $18K |
| 2023 | 1 | 2 | $518K |
| 2024 | 2 | 3 | $3K |
Jimenez Investment Group Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $18K |
|---|---|
| Net Assets (End of Year) | $518K |
| Net Income | $500K |
| Employer EIN | 842615932 |
| Plan Effective Date | 2019-08-08 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Jimenez Investment Group Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Moorings Country Club 401(k) Plan in FL ($518K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($518K here).
- Moorings Country Club 401(k) Plan (FL) $518K · 27
- Posh North, Inc. 401(k) Plan (AR) $518K · 7
- Reborn Threads Inc. 401(k) Plan (CA) $518K · 3
- Coffey, Lovins & Company 401(k) Profit Sharing Plan (NC) $518K · 7
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.