401(k) · DOL Form 5500 · 2024

Plaza Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
136
Participants Small participant base
41st
Percentile by assets National rank
$34,301
Avg per participant Low balance/head
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Official DOL plan name: Plaza Associates, Inc. 401(k) Retirement Plan · Sponsored by Plaza Associates, Inc. · North Carolina · Food Services & Accommodation

$5M in assets, 136 participants

Plaza Associates, Inc.'s Plaza Associates, Inc. 401(k) Retirement Plan reported $5M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,765 in Food Services & Accommodation (3,672 peers)

Coverage in North Carolina

Plaza Associates, Inc. 401(k) Retirement Plan covers 136 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#2,765
in Food Services & Accommodation (3,672 peers)
-2.2%
assets change YoY

The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Plaza Associates, Inc. 401(k) Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Plaza Associates, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$4,664,980 41st percentile higher than 41% 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

Plaza Associates, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plaza Associates, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plaza Associates, Inc. 401(k) Retirement Plan reported net income fell from $902K in the plan year 2023 filing to -$105K in the plan year 2024 filing.
  • Plaza Associates, Inc. 401(k) Retirement Plan reported participants rose from 132 in the plan year 2023 filing to 136 in the plan year 2024 filing.
  • Plaza Associates, Inc. 401(k) Retirement Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 560813414 · Plaza Associates, Inc. PY 2024 · 401(k)

Plaza Associates, Inc. 401(k) Retirement Plan · $5M · 136 · 41st

  • NET $5M
  • NET 136
  • NET 41st
  • NET 401(k)
  • NET near Cadiz, Inc 401(k) Plan
  • NET ind #2765

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 North Carolina →

Plaza Associates, Inc. 401(k) Retirement Plan in the asset neighbourhood

Namakagon Management 401(k) PlanNamakagon Management 401(k) …$5MPenelope Retirement Pooled Employer PlanPenelope Retirement Pooled E…$5MPlaza Associates, Inc. 401(k) Retirement PlanPlaza Associates, Inc. 401(k…$5MCadiz, Inc 401(k) Plan$5MIdeal Home Health Retirement PlanIdeal Home Health Retirement…$5M
End-of-year total assets ($M) among Plaza Associates, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$105K
Employer EIN560813414
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plaza Associates, Inc.)

Sponsor-wide plan assets over time

All Plaza Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 20.6010170341588% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.87M $4.66M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 131 $4M
2023 1 132 $5M
2024 1 136 $5M

Nearby 401(k) Plans in North Carolina

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

Plaza Associates, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Plaza Associates, Inc. 401(k) Retirement Plan, Total assets ($B): 0.00466498 · Participants: 136Plaza Associates, Inc. 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Plaza Associates, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Plaza Associates, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Plaza Associates, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cadiz, Inc 401(k) Plan in CA ($5M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 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 (136 participants); 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 Plaza Associates, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Plaza Associates, Inc. 401(k) Retirement Plan edged down modestly - down 2.2% during 2024, from $5M to $5M. Reported net income was -$105K.
How have Plaza Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plaza Associates, Inc.'s sponsor-wide assets grew 20.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Plaza Associates, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cadiz, Inc 401(k) Plan in CA ($5M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Plaza Associates, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 560813414.

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.