401(k) · DOL Form 5500 · 2024

Northgate Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$88K
Total assets Small plan by assets
19
Participants Small participant base
6th
Percentile by assets National rank
$4,650
Avg per participant Low balance/head
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Official DOL plan name: Northgate Investments, Inc. 401(k) Plan · Sponsored by Northgate Investments, Inc. · Texas · Administrative & Support Services

$88K in assets, 19 participants

Northgate Investments, Inc.'s Northgate Investments, Inc. 401(k) Plan reported $88K in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 6th 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.

  • #574 in Administrative & Support Services (4,368 peers)

Northgate Investments, Inc. multi-year trail

Northgate Investments, Inc.'s plans moved +58.9% in assets from 2022 to 2024; this filing shows Northgate Investments, Inc. 401(k) Plan at $88K / 19 participants.

#574
in Administrative & Support Services (4,368 peers)
-44.7%
assets change YoY

The plan reported a net loss of $71K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Northgate Investments, Inc. 401(k) Plan among the smaller filed plans by assets

Northgate Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$88,355 6th percentile higher than 6% 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

Northgate Investments, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northgate Investments, Inc. 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northgate Investments, Inc. 401(k) Plan reported net income fell from $104K in the plan year 2023 filing to -$71K in the plan year 2024 filing.
  • Northgate Investments, Inc. 401(k) Plan end-of-year assets fell from $160K in the plan year 2023 filing to $88K in the plan year 2024 filing.
  • Northgate Investments, Inc. 401(k) Plan reported participants rose from 17 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261727463 · Northgate Investments, Inc. PY 2024 · 401(k)

Northgate Investments, Inc. 401(k) Plan · $88K · 19 · 6th

  • IND $88K
  • EOY 19
  • 5500 6th
  • ASSETS 401(k)
  • PCT near Gbg, Inc. 401(k) Plan
  • EIN ind #574

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 Administrative & Support Services retirement plans → · Plans in Texas →

Northgate Investments, Inc. 401(k) Plan in the asset neighbourhood

Northgate Investments, Inc. 401(k) PlanNorthgate Investments, Inc. …$88KGbg, Inc. 401(k) Plan$88KBuilding by Design, Inc. Retirement PlanBuilding by Design, Inc. Ret…$88KSarutobi Investment Company 401(k) PlanSarutobi Investment Company …$88KInnovative Home Performance Inc 401(k) PlanInnovative Home Performance …$88K
End-of-year total assets ($M) among Northgate Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Northgate Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Northgate Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88K 58.89472359097939% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.06M $0.09M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 14 $56K
2023 1 17 $160K
2024 1 19 $88K

Northgate Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$160K
Net Assets (End of Year)$88K
Net Income-$71K
Employer EIN261727463
Plan Effective Date2008-01-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Northgate Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Northgate Investments, Inc. 401(k) Plan, Total assets ($B): 0.000088355 · Participants: 19Northgate Investments, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Northgate Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Northgate Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Northgate Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Gbg, Inc. 401(k) Plan in CA ($88K); by covered participants it is American Interstate Bancorporation 401(k) Plan & Trust in NE (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88K here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Northgate Investments, Inc. 401(k) Plan assets move in 2024? ▼
Northgate Investments, Inc. 401(k) Plan contracted severely - down 44.7% during 2024, from $160K to $88K. Reported net income was -$71K.
How have Northgate Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northgate Investments, Inc.'s sponsor-wide assets grew 58.9%, from $56K to $88K.
Where does Northgate Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Northgate Investments, Inc. 401(k) Plan ranks in the 6th 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 Northgate Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gbg, Inc. 401(k) Plan in CA ($88K, 205 participants).
Which 401(k) plans cover a similar participant headcount to Northgate Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Interstate Bancorporation 401(k) Plan & Trust in NE (19 participants, $7M 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 261727463.

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.