401(k) · DOL Form 5500 · 2024

Treaty Oak Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$77K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$76,553
Avg per participant Below avg balance/head
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Official DOL plan name: Treaty Oak Investments, Inc. 401(k) Plan · Sponsored by Treaty Oak Investments, Inc. · Texas · Real Estate

$77K in assets, 1 participants

Treaty Oak Investments, Inc.'s Treaty Oak Investments, Inc. 401(k) Plan reported $77K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #310 in Real Estate (4,605 peers)

Treaty Oak Investments, Inc. multi-year trail

Treaty Oak Investments, Inc.'s plans moved -22.1% in assets from 2022 to 2024; this filing shows Treaty Oak Investments, Inc. 401(k) Plan at $77K / 1 participant.

#310
in Real Estate (4,605 peers)
+32.1%
assets growth YoY

Treaty Oak Investments, Inc. 401(k) Plan among the smaller filed plans by assets

Treaty Oak Investments, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$76,553 5th percentile higher than 5% of 123,620 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 2024

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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Treaty Oak Investments, Inc. 401(k) Plan reported net income rose from -$40K in the plan year 2023 filing to $19K in the plan year 2024 filing.
  • Treaty Oak Investments, Inc. 401(k) Plan end-of-year assets rose from $58K in the plan year 2023 filing to $77K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 271422306 · Treaty Oak Investments, Inc. PY 2024 · 401(k)

Treaty Oak Investments, Inc. 401(k) Plan · $77K · 1 · 5th

  • PART $77K
  • PART 1
  • PART 5th
  • PART 401(k)
  • PART near Noel Cdkj Corporation 401(k) Plan
  • PART ind #310

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 →

Treaty Oak Investments, Inc. 401(k) Plan in the asset neighbourhood

Treaty Oak Investments, Inc. 401(k) PlanTreaty Oak Investments, Inc.…$77KNoel Cdkj Corporation 401(k) PlanNoel Cdkj Corporation 401(k)…$77KIncrementum Corp. 401(k) Plan$76KHillcrest Enterprises, Inc. 401(k) PlanHillcrest Enterprises, Inc. …$77KPolk Investment, Inc. 401(k) PlanPolk Investment, Inc. 401(k)…$77K
End-of-year total assets ($M) among Treaty Oak Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Treaty Oak Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Treaty Oak Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77K 22.052519575200332% vs 2022
2024 filing year
$0.04M$0.06M$0.08M$0.1M$0.12M 202220232024 $0.1M $0.08M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 1 $98K
2023 1 1 $58K
2024 1 1 $77K

Treaty Oak Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$58K
Net Assets (End of Year)$77K
Net Income$19K
Employer EIN271422306
Plan Effective Date2009-12-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Treaty Oak 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 ($B) Participants Treaty Oak Investments, Inc. 401(k) Plan, Total assets ($B): 0.000076553 · Participants: 1Treaty Oak Investments, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Treaty Oak Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Treaty Oak Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Treaty Oak 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 Noel Cdkj Corporation 401(k) Plan in NE ($77K); by covered participants it is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77K here).

Similar participant headcount

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

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Treaty Oak Investments, Inc. 401(k) Plan assets move in 2024? ▼
Treaty Oak Investments, Inc. 401(k) Plan surged - up 32.1% during 2024, from $58K to $77K. Reported net income was $19K.
How have Treaty Oak Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Treaty Oak Investments, Inc.'s sponsor-wide assets declined 22.1%, from $98K to $77K.
Where does Treaty Oak Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Treaty Oak Investments, Inc. 401(k) Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Treaty Oak Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Noel Cdkj Corporation 401(k) Plan in NE ($77K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Treaty Oak Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271422306.

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.