401(k) · DOL Form 5500 · 2024
M & Z Subs of Utah, Inc. 401(k) Plan
Data updated 2026-08-25
- $270K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $38,571
- Avg per participant Low balance/head
Official DOL plan name: M & Z Subs of Utah Retirement Plan · Sponsored by M & Z Subs of Utah, Inc. · Utah · Food Services & Accommodation
$270K in assets, 7 participants
M & Z Subs of Utah, Inc.'s M & Z Subs of Utah Retirement Plan reported $270K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #1,203 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, M & Z Subs of Utah Retirement Plan ranks #1,203 of 3,672 2024 filers by assets (7246% of the sector average)-$270K for 7 participants.
- #1,203
- in Food Services & Accommodation (3,672 peers)
- -3.6%
- assets change YoY
The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
M & Z Subs of Utah Retirement Plan among the smaller filed plans by assets
M & Z Subs of Utah Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$270,000 13th percentile higher than 13% 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
M & Z Subs of Utah Retirement 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. M & Z Subs of Utah Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- M & Z Subs of Utah Retirement Plan reported net income fell from $5K in the plan year 2023 filing to -$10K in the plan year 2024 filing.
- M & Z Subs of Utah Retirement Plan reported participants rose from 4 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- M & Z Subs of Utah Retirement Plan end-of-year assets fell from $280K in the plan year 2023 filing to $270K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 831207605 · M & Z Subs of Utah, Inc. PY 2024 · 401(k)
M & Z Subs of Utah Retirement Plan · $270K · 7 · 13th
- PCT $270K
- PCT 7
- PCT 13th
- PCT 401(k)
- PCT near Pdrc Corporation Retirement Plan
- PCT ind #1203
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 Food Services & Accommodation retirement plans → · Plans in Utah →
M & Z Subs of Utah Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $280K |
|---|---|
| Net Assets (End of Year) | $270K |
| Net Income | -$10K |
| Employer EIN | 831207605 |
| Plan Effective Date | 2018-07-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M & Z Subs of Utah, Inc.)
Sponsor-wide plan assets over time
All M & Z Subs of Utah, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $270K 1.8181818181818181% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $275K |
| 2023 | 1 | 4 | $280K |
| 2024 | 1 | 7 | $270K |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
M & Z Subs of Utah Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Pdrc Corporation Retirement Plan in GA ($270K); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($270K here).
- Pdrc Corporation Retirement Plan (GA) $270K · 9
- Erno Properties Investment Plan (NY) $270K · N/A
- Coventry Group 401(k) Trust (CA) $270K · 1
- Wind Song Enterprises Inc. 401(k) Plan (AK) $270K · 2
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Nexvisionix, Inc. 401(k) Plan (CA) 7 · 0 off
- Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
- Cz14, Inc. 401(k) Plan (DE) 7 · 0 off
- Jersey Auto Supply Inc. 401(k) Plan (NJ) 7 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.