401(k) · DOL Form 5500 · 2023

49 Management Company 401(k) Plan

Data updated 2026-08-25

$926K
Total assets Small plan by assets
172
Participants Small participant base
23rd
Percentile by assets National rank
$5,386
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 49 Financial 401(k) Plan · Sponsored by 49 Management Company · Texas · Finance & Insurance

$926K in assets, 172 participants

49 Management Company's 49 Financial 401(k) Plan reported $926K in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,295 in Finance & Insurance (8,869 peers)

Coverage in Texas

49 Financial 401(k) Plan covers 172 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $926K.

#1,295
in Finance & Insurance (8,869 peers)
+98.5%
assets growth YoY

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 2023 · DOL Form 5500

$926,472 23rd percentile higher than 23% 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

49 Financial 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. 49 Financial 401(k) Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 49 Financial 401(k) Plan end-of-year assets rose from $467K in the plan year 2022 filing to $926K in the plan year 2023 filing.
  • 49 Financial 401(k) Plan reported participants rose from 146 in the plan year 2022 filing to 172 in the plan year 2023 filing.
  • 49 Financial 401(k) Plan reported net income rose from $401K in the plan year 2022 filing to $460K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 843628995 · 49 Management Company PY 2023 · 401(k)

49 Financial 401(k) Plan · $926K · 172 · 23rd

  • PCT $926K
  • PCT 172
  • PCT 23rd
  • PCT 401(k)
  • PCT near Clovers Car Wash, Inc. 401(k) Plan
  • PCT ind #1295

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$926KClovers Car Wash, Inc. 401(k) PlanClovers Car Wash, Inc. 401(k…$927KArizona Mortgage & Investments 401(k) PlanArizona Mortgage & Investmen…$926KQualisys North America Inc 401(k) Profit Sharing Plan & TrustQualisys North America Inc 4…$926KFirebirds International, LLC 401(k) PlanFirebirds International, LLC…$926K
End-of-year total assets ($M) among 49 Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$467K
Net Assets (End of Year)$926K
Net Income$460K
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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants 49 Financial 401(k) Plan, Total assets ($B): 0.000926472 · Participants: 17249 Financial 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell 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 Clovers Car Wash, Inc. 401(k) Plan in CO ($927K); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.

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 49 Financial 401(k) Plan assets move in 2023? ▼
49 Financial 401(k) Plan surged - up 98.5% during 2023, from $467K to $926K. Reported net income was $460K.
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 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Clovers Car Wash, Inc. 401(k) Plan in CO ($927K, 1 participant).
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 Retail Capital LLC 401(k) Plan in MI (172 participants, N/A 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 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.