Other
2023 plan-year Other DOL Form 5500

AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

AZTEC SHOPS, LTD

This Other plan holds $9M in total assets and serves 176 participants as of 2023. It is sponsored by AZTEC SHOPS, LTD in California. The plan reported positive net income of $680K for the year.

Total Assets (2023)
$9M
Participants
176
State
Industry
Retail Trade

What the Filing Says About AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES

AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES is a Other retirement plan sponsored by AZTEC SHOPS, LTD, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 176 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 950516240, and the plan has been effective since 1983-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2023 to $9M at year-end — a gain of 7.8%. Net assets (after liabilities) closed the year at $9M, with reported net income of $680K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (AZTEC SHOPS, LTD)

Year Plans Participants Total Assets
2022 2 269 $13M
2023 2 511 $14M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES?
As of the 2023 Form 5500 filing, AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES holds $9M in total assets with 176 participants. It is sponsored by AZTEC SHOPS, LTD.
What type of plan is AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES?
AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES is a Other plan. It has been effective since 1983-07-01. The plan is filed with the U.S. Department of Labor under EIN 950516240.
Who sponsors the AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES?
AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES is sponsored by AZTEC SHOPS, LTD, located in California. The sponsor's EIN is 950516240 and the plan operates in the Retail Trade industry.
How did AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES perform in 2023?
AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES grew by 7.8% during 2023, moving from $9M to $9M in total assets. Net income was $680K.
Where can I find official filings for AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES?
Official Form 5500 filings for AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 950516240 or plan name at efast.dol.gov.
How does AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES compare to other plans?
You can compare AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.