401(k) · DOL Form 5500 · 2024
Az3 Group Inc. 401(k) Plan
Data updated 2026-08-25
- $876K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $218,894
- Avg per participant Above avg balance/head
Official DOL plan name: Az3 Group Inc. Retirement Plan · Sponsored by Az3 Group Inc. · Texas · Other Services
$876K in assets, 4 participants
Az3 Group Inc.'s Az3 Group Inc. Retirement Plan reported $876K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,497 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Az3 Group Inc. Retirement Plan ranks #3,497 of 7,719 2024 filers by assets (2292% of the sector average)-$876K for 4 participants.
- #3,497
- in Other Services (7,719 peers)
- -26.3%
- assets change YoY
The plan reported a net loss of $313K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Az3 Group Inc. Retirement Plan among the smaller filed plans by assets
Az3 Group Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$875,574 22nd percentile higher than 22% 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
Az3 Group Inc. 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. Az3 Group Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Az3 Group Inc. Retirement Plan reported net income fell from $388K in the plan year 2023 filing to -$313K in the plan year 2024 filing.
- Az3 Group Inc. Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Az3 Group Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $876K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 851299264 · Az3 Group Inc. PY 2024 · 401(k)
Az3 Group Inc. Retirement Plan · $876K · 4 · 22nd
- PART $876K
- PART 4
- PART 22nd
- PART 401(k)
- PART near 17 a-4 LLC 401(k) Profit Sharing Plan & Trust
- PART ind #3497
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 Other Services retirement plans → · Plans in Texas →
Az3 Group Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $876K |
| Net Income | -$313K |
| Employer EIN | 851299264 |
| Plan Effective Date | 2020-06-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Az3 Group Inc.)
Sponsor-wide plan assets over time
All Az3 Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $876K 9.318164508996293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $801K |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 4 | $876K |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Az3 Group Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is 17 a-4 LLC 401(k) Profit Sharing Plan & Trust in NY ($876K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($876K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
- Fallon Holdings, Inc. 401(k) Plan (KY) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.