401(k) · DOL Form 5500 · 2023

Ziatex Investments Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 1
Participants Small participant base: 34th
Percentile by assets National rank: $2.6M
Avg per participant High balance/head

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Official DOL plan name: Zia Tex Investments Inc. 401(k) Plan · Sponsored by Ziatex Investments Inc. · Texas · Other Services

$3M in assets, 1 participants

Ziatex Investments Inc.'s Zia Tex Investments Inc. 401(k) Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

#4,561 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Zia Tex Investments Inc. 401(k) Plan ranks #4,561 of 7,857 2023 filers by assets (763% of the sector average)-$3M for 1 participant.

#4,561
in Other Services (7,857 peers): +6.0%
assets growth YoY

Zia Tex Investments Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Zia Tex Investments Inc. 401(k) Plan vs every filed plan by assets

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

$2,630,749 34th percentile higher than 34% 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

Zia Tex Investments Inc. 401(k) 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. Zia Tex Investments Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

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%)

Zia Tex Investments Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $148K in the plan year 2023 filing.
Zia Tex Investments Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208498808 · Ziatex Investments Inc. PY 2023 · 401(k)

Zia Tex Investments Inc. 401(k) Plan · $3M · 1 · 34th

SCH $3M
SCH 1
SCH 34th
SCH 401(k)
SCH near The Ford Store Morgan Hill 401(k) Plan & Trust
SCH ind #4561

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 Texas →

End-of-year total assets ($M) among Zia Tex Investments Inc. 401(k) 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)	$3M
Net Income	$148K
Employer EIN	208498808
Plan Effective Date	2007-02-17
Filing Status	FILING RECEIVED

Sponsor Plan History (Ziatex Investments Inc.)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$2M
2023	1	1	$3M
2024	1	1	N/A

Nearby 401(k) Plans in Texas

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

Zia Tex Investments Inc. 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 Zia Tex Investments Inc. 401(k) Plan side-by-side with 3 peers →

Zia Tex Investments Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Ford Store Morgan Hill 401(k) Plan & Trust in CA ($3M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

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

The Ford Store Morgan Hill 401(k) Plan & Trust (CA) $3M · 100
Adams Leclair LLP Retirement Savings Plan (NY) $3M · 14
Ronald E Duffin Dds Inc 401(k) Profit Sharing Plan & Trust (CA) $3M · 9
Kiowa Casinos 401(k) Plan (OK) $3M · 384

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
John Hines, Inc. 401(k) Profit Sharing Plan (NM) 1 · 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 Zia Tex Investments Inc. 401(k) Plan assets move in 2023? ▼

Zia Tex Investments Inc. 401(k) Plan grew at a solid clip - up 6.0% during 2023, from $2M to $3M. Reported net income was $148K.

Which 401(k) plans are similar in size to Zia Tex Investments Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Ford Store Morgan Hill 401(k) Plan & Trust in CA ($3M, 100 participants).

Which 401(k) plans cover a similar participant headcount to Zia Tex Investments Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 208498808.