Defined Benefit (Pension) · DOL Form 5500 · 2023

Ahmad, Zavitsanos & Mensing Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
37
Participants Small participant base
43rd
Percentile by assets National rank
$127,301
Avg per participant Near avg balance/head
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Official DOL plan name: Aza Cash Balance Plan · Sponsored by Ahmad, Zavitsanos & Mensing · Texas · Professional & Technical Services

$5M in assets, 37 participants

Ahmad, Zavitsanos & Mensing's Aza Cash Balance Plan reported $5M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,305 in Professional & Technical Services (20,321 peers)

Ahmad, Zavitsanos & Mensing multi-year trail

Ahmad, Zavitsanos & Mensing's plans moved +22.1% in assets from 2023 to 2024; this filing shows Aza Cash Balance Plan at $5M / 37 participants.

#8,305
in Professional & Technical Services (20,321 peers)
-9.2%
assets change YoY

The plan reported a net loss of $475K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aza Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Aza Cash Balance Plan vs every filed plan by assets

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

$4,710,137 43rd percentile higher than 43% 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

Aza Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aza Cash Balance Plan is a small filing (37 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 921091787 · Ahmad, Zavitsanos & Mensing PY 2023 · Defined Benefit (Pension)

Aza Cash Balance Plan · $5M · 37 · 43rd

  • VS-ST $5M
  • VS-ST 37
  • VS-ST 43rd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near National Nonwovens Inc. Retirement Plan for Salaried Employees
  • VS-ST ind #8305

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 Professional & Technical Services retirement plans → · Plans in Texas →

Aza Cash Balance Plan in the asset neighbourhood

Titan Wheel Corporation of Iowa Hourly-Rated Pension PlanTitan Wheel Corporation of I…$5MAza Cash Balance Plan$5MNational Nonwovens Inc. Retirement Plan for Salaried EmployeesNational Nonwovens Inc. Reti…$5MStaff Retirement Plan of Local 475Staff Retirement Plan of Loc…$5MOak Grove Family Dentistry Cash Balance PlanOak Grove Family Dentistry C…$5M
End-of-year total assets ($M) among Aza Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ahmad, Zavitsanos & Mensing multi-year asset trail

Sponsor-wide plan assets over time

All Ahmad, Zavitsanos & Mensing plans reported in each filing year

Latest sponsor-wide plan assets
$35M 22.095315290679647% vs 2023
2024 filing year
$28M$30M$32M$34M$36M 20232024 $28.9M $35.3M ▲ +22.1%
Year Plans Participants Total Assets
2023 3 102 $29M
2024 3 131 $35M

Ahmad, Zavitsanos & Mensing filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$475K
Employer EIN921091787
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Aza Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Aza Cash Balance Plan, Total assets ($B): 0.004710137 · Participants: 37Aza Cash Balance PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Aza Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Aza Cash Balance Plan side-by-side with 3 peers →

Aza Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is National Nonwovens Inc. Retirement Plan for Salaried Employees in MA ($5M); by covered participants it is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Aza Cash Balance Plan assets move in 2023? ▼
Aza Cash Balance Plan pulled back noticeably - down 9.2% during 2023, from $5M to $5M. Reported net income was -$475K.
How have Ahmad, Zavitsanos & Mensing plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ahmad, Zavitsanos & Mensing's sponsor-wide assets grew 22.1%, from $29M to $35M.
Which Defined Benefit (Pension) plans are similar in size to Aza Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Nonwovens Inc. Retirement Plan for Salaried Employees in MA ($5M, 11 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Aza Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants, $13M 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 921091787.

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.