401(k) · DOL Form 5500 · 2023

Me & You Investments Inc. 401(k) Plan

Data updated 2026-08-25

$415K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$207,417
Avg per participant Above avg balance/head
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Official DOL plan name: Me & You Investments Inc. 401(k) Plan · Sponsored by Me & You Investments Inc. · Texas · Real Estate

$415K in assets, 2 participants

Me & You Investments Inc.'s Me & You Investments Inc. 401(k) Plan reported $415K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,307 in Real Estate (4,727 peers)

Me & You Investments Inc. multi-year trail

Me & You Investments Inc.'s plans moved -15.1% in assets from 2022 to 2024; this filing shows Me & You Investments Inc. 401(k) Plan at $415K / 2 participants.

#1,307
in Real Estate (4,727 peers)
+13.1%
assets growth YoY

Me & You Investments Inc. 401(k) Plan among the smaller filed plans by assets

Me & You Investments Inc. 401(k) Plan vs every filed plan by assets

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

$414,833 16th percentile higher than 16% 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

Me & You 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. Me & You Investments Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Me & You Investments Inc. 401(k) Plan reported net income rose from -$7K in the plan year 2022 filing to $48K in the plan year 2023 filing.
  • Me & You Investments Inc. 401(k) Plan end-of-year assets rose from $367K in the plan year 2022 filing to $415K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 813904726 · Me & You Investments Inc. PY 2023 · 401(k)

Me & You Investments Inc. 401(k) Plan · $415K · 2 · 16th

  • RANK $415K
  • PHOTO 2
  • IND 16th
  • EOY 401(k)
  • 5500 near Petcetera, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #1307

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 →

Me & You Investments Inc. 401(k) Plan in the asset neighbourhood

International Electronics 401(k) Profit Sharing Plan and TrustInternational Electronics 40…$415KMe & You Investments Inc. 401(k) PlanMe & You Investments Inc. 40…$415KPetcetera, Inc. 401(k) Profit Sharing PlanPetcetera, Inc. 401(k) Profi…$415KFergon, Inc. 401(k) Profit Sharing PlanFergon, Inc. 401(k) Profit S…$415KTwo Fish Partners, Inc. 401(k) Profit Sharing PlanTwo Fish Partners, Inc. 401(…$415K
End-of-year total assets ($M) among Me & You Investments Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Me & You Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Me & You Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$311K 15.11541020802199% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.37M $0.31M ▼ -16.2%
Year Plans Participants Total Assets
2022 1 2 $367K
2023 1 2 $415K
2024 1 2 $311K

Me & You Investments Inc. filing trail (2023)

Total Assets (Beginning of Year)$367K
Net Assets (End of Year)$415K
Net Income$48K
Employer EIN813904726
Plan Effective Date2016-09-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Me & You Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Me & You Investments Inc. 401(k) Plan, Total assets ($B): 0.000414833 · Participants: 2Me & You Investments Inc. 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
Me & You Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Me & You Investments Inc. 401(k) Plan side-by-side with 3 peers →

Me & You 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 Petcetera, Inc. 401(k) Profit Sharing Plan in FL ($415K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Me & You Investments Inc. 401(k) Plan assets move in 2023? ▼
Me & You Investments Inc. 401(k) Plan grew at a solid clip - up 13.1% during 2023, from $367K to $415K. Reported net income was $48K.
How have Me & You Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Me & You Investments Inc.'s sponsor-wide assets declined 15.1%, from $367K to $311K.
Where does Me & You Investments Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Me & You Investments Inc. 401(k) Plan ranks in the 16th 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 Me & You Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Petcetera, Inc. 401(k) Profit Sharing Plan in FL ($415K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Me & You Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 813904726.

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.