401(k) · DOL Form 5500 · 2023

Indio Partners, LP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 458
Participants Below avg headcount: 37th
Percentile by assets National rank: $7,274
Avg per participant Low balance/head

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Official DOL plan name: Indio Management 401(k) Plan · Sponsored by Indio Partners, LP · Texas · Real Estate

$3M in assets, 458 participants

Indio Partners, LP's Indio Management 401(k) Plan reported $3M in total assets and 458 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

#2,703 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Indio Management 401(k) Plan ranks #2,703 of 4,727 2023 filers by assets (779% of the sector average)-$3M for 458 participants.

#2,703
in Real Estate (4,727 peers): +72.5%
assets growth YoY

Indio Management 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Indio Management 401(k) Plan vs every filed plan by assets

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

$3,331,631 37th percentile higher than 37% 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

Indio Management 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Indio Management 401(k) Plan sits mid-pack in the medium band (458 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Indio Management 401(k) Plan reported net income rose from $704K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Indio Management 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Indio Management 401(k) Plan reported participants rose from 277 in the plan year 2022 filing to 458 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 320406362 · Indio Partners, LP PY 2023 · 401(k)

Indio Management 401(k) Plan · $3M · 458 · 37th

PART $3M
TYPE 458
NET 37th
BOOK 401(k)
VS-ST near Diagnostic Instruments, Inc. 401(k) Savings and Retirement Plan
BOY ind #2703

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 →

End-of-year total assets ($M) among Indio Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$1M
Employer EIN	320406362
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Indio Partners, LP)

Latest sponsor-wide plan assets: $3M 38.09769388255981% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	277	$2M
2023	1	458	$3M
2024	1	190	$3M

Nearby 401(k) Plans in Texas

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

Indio Management 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Indio Management 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Diagnostic Instruments, Inc. 401(k) Savings and Retirement Plan in MI ($3M); by covered participants it is Subaru Distributors Corp. Retirement Plan and Trust in NY (458 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Diagnostic Instruments, Inc. 401(k) Savings and Retirement Plan (MI) $3M · 20
Spc 401(k) Plan (WA) $3M · 33
Lover's Lane 401(k) Plan (MI) $3M · 174
Elon Salon 401(k) Profit Sharing Plan (GA) $3M · 25

Similar participant headcount

Nearest other-state filings by covered participants (458 participants); asset peers above are excluded.

Subaru Distributors Corp. Retirement Plan and Trust (NY) 458 · 0 off
Birmingham Fastener & Supply, Inc. 401(k) Plan (AL) 458 · 0 off
Pollen, Inc. Employees Savings Trust Plan (KS) 458 · 0 off
Stevens Industries, Inc. 401(k) Plan (IL) 458 · 0 off

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 Indio Management 401(k) Plan assets move in 2023? ▼

Indio Management 401(k) Plan surged - up 72.5% during 2023, from $2M to $3M. Reported net income was $1M.

How have Indio Partners, LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Indio Partners, LP's sponsor-wide assets grew 38.1%, from $2M to $3M.

Which 401(k) plans are similar in size to Indio Management 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Diagnostic Instruments, Inc. 401(k) Savings and Retirement Plan in MI ($3M, 20 participants).

Which 401(k) plans cover a similar participant headcount to Indio Management 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Subaru Distributors Corp. Retirement Plan and Trust in NY (458 participants, $88M 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 320406362.