Other · DOL Form 5500 · 2023
Aztec Shops, Ltd. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 335
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $14,432
- Avg per participant Low balance/head
Official DOL plan name: Aztec Shops, Ltd. Retirement Plan · Sponsored by Aztec Shops, Ltd. · California · Educational Services
$5M in assets, 335 participants
Aztec Shops, Ltd.'s Aztec Shops, Ltd. Retirement Plan reported $5M in total assets and 335 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #1,090 in Educational Services (3,735 peers)
Aztec Shops, Ltd. multi-year trail
Aztec Shops, Ltd.'s plans moved +18.9% in assets from 2022 to 2024; this filing shows Aztec Shops, Ltd. Retirement Plan at $5M / 335 participants.
- #1,090
- in Educational Services (3,735 peers)
- +16.7%
- assets growth YoY
Aztec Shops, Ltd. Retirement Plan's mid-pack asset rank among Educational Services and all filers
Aztec Shops, Ltd. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,834,852 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Aztec Shops, Ltd. Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aztec Shops, Ltd. Retirement Plan sits mid-pack in the medium band (335 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aztec Shops, Ltd. Retirement Plan reported participants rose from 178 in the plan year 2022 filing to 335 in the plan year 2023 filing.
- Aztec Shops, Ltd. Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 950516240 · Aztec Shops, Ltd. PY 2023 · Other
Aztec Shops, Ltd. Retirement Plan · $5M · 335 · 44th
- ASSETS $5M
- PCT 335
- EIN 44th
- RANK Other
- PHOTO near Oswego Industries, Inc. Retirement Plan
- IND ind #1090
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 Educational Services retirement plans → · Plans in California →
Aztec Shops, Ltd. Retirement Plan in the asset neighbourhood
Aztec Shops, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Aztec Shops, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 18.948501842623553% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 269 | $13M |
| 2023 | 2 | 511 | $14M |
| 2024 | 2 | 580 | $15M |
Aztec Shops, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $691K |
| Employer EIN | 950516240 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Aztec Shops, Ltd. Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Oswego Industries, Inc. Retirement Plan in NY ($5M); by covered participants it is Community Action Agency of Columbiana County Inc. Retirement Plan in OH (335 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (335 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.