Defined Benefit (Pension) · DOL Form 5500 · 2023

Aztec Shops, Ltd Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
176
Participants Small participant base
57th
Percentile by assets National rank
$53,469
Avg per participant Low balance/head
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Official DOL plan name: Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees · Sponsored by Aztec Shops, Ltd · California · Retail Trade

$9M in assets, 176 participants

Aztec Shops, Ltd's Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees reported $9M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,713 in Retail Trade (8,414 peers)

Coverage in California

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $9M.

#5,713
in Retail Trade (8,414 peers)
+7.8%
assets growth YoY

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees's mid-pack asset rank among Retail Trade and all filers

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees vs every filed plan by assets

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

$9,410,518 Top 43% higher than 57% 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

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees 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. Defined Benefit Pension Plan - Hourly Employees sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees reported participants rose from 91 in the plan year 2022 filing to 176 in the plan year 2023 filing.
  • Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees reported net income rose from $541K in the plan year 2022 filing to $680K in the plan year 2023 filing.
  • Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 950516240 · Aztec Shops, Ltd PY 2023 · Defined Benefit (Pension)

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees · $9M · 176 · 57th

  • BOOK $9M
  • VS-ST 176
  • BOY 57th
  • SCH Defined Benefit (Pension)
  • EBSA near The Woodlawn Cemetery Pension Plan
  • PART ind #5713

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 Retail Trade retirement plans → · Plans in California →

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees in the asset neighbourhood

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly EmployeesAztec Shops, Ltd. Defined Be…$9MThe Woodlawn Cemetery Pension PlanThe Woodlawn Cemetery Pensio…$9MRetirement Plan for Employees of Bishop MuseumRetirement Plan for Employee…$9MBaker Botts L.L.P. Retirement PlanBaker Botts L.L.P. Retiremen…$9MOregon Processors Seasonal Employees Pension PlanOregon Processors Seasonal E…$9M
End-of-year total assets ($M) among Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$680K
Employer EIN950516240
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aztec Shops, Ltd)

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
$12M$13M$14M$15M$16M 202220232024 $12.9M $15.3M ▲ +19.0%
Year Plans Participants Total Assets
2022 2 269 $13M
2023 2 511 $14M
2024 2 580 $15M

Nearby Defined Benefit (Pension) Plans in California

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

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees, Total assets ($B): 0.009410518 · Participants: 176Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly EmployeesKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees side-by-side with 3 peers →

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Woodlawn Cemetery Pension Plan in NY ($9M); by covered participants it is Pension Fund of Stage Employees Local 4 Iatse in NJ (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees assets move in 2023? ▼
Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees grew at a solid clip - up 7.8% during 2023, from $9M to $9M. Reported net income was $680K.
How have Aztec Shops, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aztec Shops, Ltd's sponsor-wide assets grew 18.9%, from $13M to $15M.
Which Defined Benefit (Pension) plans are similar in size to Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Woodlawn Cemetery Pension Plan in NY ($9M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Fund of Stage Employees Local 4 Iatse in NJ (176 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 950516240.

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.