401(k) · DOL Form 5500 · 2024
Manzanita Private Investment Corporation 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $317,000
- Avg per participant High balance/head
Official DOL plan name: Manzanita Private Investment Corporation 401(k) Plan · Sponsored by Manzanita Private Investment Corporation · Texas · Finance & Insurance
$2M in assets, 5 participants
Manzanita Private Investment Corporation's Manzanita Private Investment Corporation 401(k) Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #1,422 in Finance & Insurance (8,549 peers)
Manzanita Private Investment Corporation multi-year trail
Manzanita Private Investment Corporation's plans moved +80.1% in assets from 2022 to 2024; this filing shows Manzanita Private Investment Corporation 401(k) Plan at $2M / 5 participants.
- #1,422
- in Finance & Insurance (8,549 peers)
- +29.4%
- assets growth YoY
Manzanita Private Investment Corporation 401(k) Plan among the smaller filed plans by assets
Manzanita Private Investment Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,585,000 27th percentile higher than 27% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Manzanita Private Investment Corporation 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Manzanita Private Investment Corporation 401(k) Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Manzanita Private Investment Corporation 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 853394263 · Manzanita Private Investment Corporation PY 2024 · 401(k)
Manzanita Private Investment Corporation 401(k) Plan · $2M · 5 · 27th
- PART $2M
- TYPE 5
- NET 27th
- BOOK 401(k)
- VS-ST near CLDIGITAL
- BOY ind #1422
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 →
Manzanita Private Investment Corporation 401(k) Plan in the asset neighbourhood
Manzanita Private Investment Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Manzanita Private Investment Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 80.11363636363636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $880K |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | $2M |
Manzanita Private Investment Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $360K |
| Employer EIN | 853394263 |
| Plan Effective Date | 2020-12-20 |
| 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 $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Manzanita Private Investment Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is CLDIGITAL in NJ ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
- Fallon Holdings, Inc. 401(k) Plan (KY) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.