401(k) · DOL Form 5500 · 2024

Banorte-Ixe Securities International, Ltd. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
33
Participants Small participant base
39th
Percentile by assets National rank
$127,625
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Banorte-Ixe Securities International, Ltd. 401(k) Plan · Sponsored by Banorte-Ixe Securities International, Ltd. · Texas · Finance & Insurance

$4M in assets, 33 participants

Banorte-Ixe Securities International, Ltd.'s Banorte-Ixe Securities International, Ltd. 401(k) Plan reported $4M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,222 in Finance & Insurance (8,549 peers)

Banorte-Ixe Securities International, Ltd. multi-year trail

Banorte-Ixe Securities International, Ltd.'s plans moved +114.9% in assets from 2022 to 2024; this filing shows Banorte-Ixe Securities International, Ltd. 401(k) Plan at $4M / 33 participants.

#2,222
in Finance & Insurance (8,549 peers)
+42.3%
assets growth YoY

Banorte-Ixe Securities International, Ltd. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Banorte-Ixe Securities International, Ltd. 401(k) Plan vs every filed plan by assets

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

$4,211,616 39th percentile higher than 39% 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

Banorte-Ixe Securities International, Ltd. 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. Banorte-Ixe Securities International, Ltd. 401(k) Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Banorte-Ixe Securities International, Ltd. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Banorte-Ixe Securities International, Ltd. 401(k) Plan reported net income rose from $999K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133649288 · Banorte-Ixe Securities International, Ltd. PY 2024 · 401(k)

Banorte-Ixe Securities International, Ltd. 401(k) Plan · $4M · 33 · 39th

  • RANK $4M
  • RANK 33
  • RANK 39th
  • RANK 401(k)
  • RANK near Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico
  • RANK ind #2222

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 Finance & Insurance retirement plans → · Plans in Texas →

Banorte-Ixe Securities International, Ltd. 401(k) Plan in the asset neighbourhood

Banorte-Ixe Securities International, Ltd. 401(k) PlanBanorte-Ixe Securities Inter…$4MEmerson Electric Co. Savings Investment Plan for Employees in Puerto RicoEmerson Electric Co. Savings…$4MEnvirovac Holdings 401(k) Savings PlanEnvirovac Holdings 401(k) Sa…$4MKorean Community Services Inc 401(k) and Profit Sharing PlanKorean Community Services In…$4MEast Coast Energy Group 401(k) PlanEast Coast Energy Group 401(…$4M
End-of-year total assets ($M) among Banorte-Ixe Securities International, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Banorte-Ixe Securities International, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Banorte-Ixe Securities International, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 114.90961695960893% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.96M $4.21M ▲ +114.8%
Year Plans Participants Total Assets
2022 1 33 $2M
2023 1 33 $3M
2024 1 33 $4M

Banorte-Ixe Securities International, Ltd. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN133649288
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Banorte-Ixe Securities International, Ltd. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Banorte-Ixe Securities International, Ltd. 401(k) Plan, Total assets ($B): 0.004211616 · Participants: 33Banorte-Ixe Securities International, Ltd. 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
Banorte-Ixe Securities International, Ltd. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Banorte-Ixe Securities International, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico in MO ($4M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Banorte-Ixe Securities International, Ltd. 401(k) Plan assets move in 2024?
Banorte-Ixe Securities International, Ltd. 401(k) Plan surged - up 42.3% during 2024, from $3M to $4M. Reported net income was $1M.
How have Banorte-Ixe Securities International, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Banorte-Ixe Securities International, Ltd.'s sponsor-wide assets grew 114.9%, from $2M to $4M.
Which 401(k) plans are similar in size to Banorte-Ixe Securities International, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico in MO ($4M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Banorte-Ixe Securities International, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants, N/A in assets).