401(k) · DOL Form 5500 · 2024

Ms Math Inc. 401(k) Plan

Data updated 2026-08-25

$127K
Total assets Small plan by assets: 2
Participants Small participant base: 7th
Percentile by assets National rank: $63,253
Avg per participant Low balance/head

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Official DOL plan name: Ms Math Inc. 401(k) Plan · Sponsored by Ms Math Inc. · Texas · Educational Services

$127K in assets, 2 participants

Ms Math Inc.'s Ms Math Inc. 401(k) Plan reported $127K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

#214 in Educational Services (3,638 peers)

Ms Math Inc. multi-year trail

Ms Math Inc.'s plans moved -50.2% in assets from 2022 to 2024; this filing shows Ms Math Inc. 401(k) Plan at $127K / 2 participants.

#214
in Educational Services (3,638 peers): +6.6%
assets growth YoY

Ms Math Inc. 401(k) Plan among the smaller filed plans by assets

Ms Math Inc. 401(k) Plan vs every filed plan by assets

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

$126,506 7th percentile higher than 7% 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

Ms Math Inc. 401(k) 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. Ms Math Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ms Math Inc. 401(k) Plan reported net income rose from -$27K in the plan year 2023 filing to $8K in the plan year 2024 filing.
Ms Math Inc. 401(k) Plan end-of-year assets rose from $119K in the plan year 2023 filing to $127K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 830548891 · Ms Math Inc. PY 2024 · 401(k)

Ms Math Inc. 401(k) Plan · $127K · 2 · 7th

PHOTO $127K
IND 2
EOY 7th
5500 401(k)
ASSETS near Mml Corp 401(k) Plan
PCT ind #214

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 Texas →

End-of-year total assets ($M) among Ms Math Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ms Math Inc. multi-year asset trail

Latest sponsor-wide plan assets: $127K 50.24130837519027% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	3	$254K
2023	1	2	$119K
2024	1	2	$127K

Ms Math Inc. filing trail (2024)

Total Assets (Beginning of Year)	$119K
Net Assets (End of Year)	$127K
Net Income	$8K
Employer EIN	830548891
Plan Effective Date	2018-05-15
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Ms Math Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Ms Math Inc. 401(k) Plan side-by-side with 3 peers →

Ms Math Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mml Corp 401(k) Plan in KS ($126K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($127K here).

Mml Corp 401(k) Plan (KS) $126K · 6
Threecent Corp. 401(k) Plan (CO) $126K · N/A
Middle Tree Incorporated 403(b) Plan (CA) $126K · 317
Soul Quest Corporation 401(k) Plan (NY) $126K · N/A

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
Frozen Smiles Retirement Plan (TN) 2 · 0 off
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Premier Martial Arts 401(k) Trust (CA) 2 · 0 off

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 Ms Math Inc. 401(k) Plan assets move in 2024? ▼

Ms Math Inc. 401(k) Plan grew at a solid clip - up 6.6% during 2024, from $119K to $127K. Reported net income was $8K.

How have Ms Math Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ms Math Inc.'s sponsor-wide assets declined 50.2%, from $254K to $127K.

Where does Ms Math Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Ms Math Inc. 401(k) Plan ranks in the 7th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Ms Math Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mml Corp 401(k) Plan in KS ($126K, 6 participants).

Which 401(k) plans cover a similar participant headcount to Ms Math Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 830548891.