Money Purchase · DOL Form 5500 · 2024
M.B. & Edna Zale Foundation Money Purchase Plan
Data updated 2026-08-11
- $252K
- Total assets
- 1
- Participants
- 12th
- Percentile by assets
- $251,537
- Avg per participant
Official DOL plan name: M. B. & Edna Zale Foundation Retirement Plan · Sponsored by M.B. & Edna Zale Foundation · Texas · Other Services
$252K in assets, 1 participants
M.B. & Edna Zale Foundation's M. B. & Edna Zale Foundation Retirement Plan reported $252K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 12th 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.
- 12th percentile by assets (of 123,622 plans)
- #1,995 in Other Services (7,719 peers)
M.B. & Edna Zale Foundation multi-year trail
M.B. & Edna Zale Foundation's plans moved -90.7% in assets from 2022 to 2024; this filing shows M. B. & Edna Zale Foundation Retirement Plan at $252K / 1 participant.
- $252K
- total plan assets (2024 EOY)
- 1
- covered participants
- 12th
- percentile by assets (of 123,622 plans)
- $251,537
- avg assets per participant
Where M. B. & Edna Zale Foundation Retirement Plan sits by total assets
M. B. & Edna Zale Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$251,537 12th percentile higher than 12% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- M. B. & Edna Zale Foundation Retirement Plan reported net income rose from -$3M in the plan year 2023 filing to $67K in the plan year 2024 filing.
- M. B. & Edna Zale Foundation Retirement Plan reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
- M. B. & Edna Zale Foundation Retirement Plan end-of-year assets rose from $184K in the plan year 2023 filing to $252K in the plan year 2024 filing.
M.B. & Edna Zale Foundation across 3 plan years on file
Across the 3 plan years M.B. & Edna Zale Foundation has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $252K, a decline of 90.7%, while reported participants moved from 2 to 1 (-50.0%). Peak year by sponsor assets: 2022 ($3M); trough: 2023 ($184K).
M.B. & Edna Zale Foundation multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $184K |
| 2024 | 1 | 1 | $252K |
M.B. & Edna Zale Foundation filing trail (2024)
| Total Assets (Beginning of Year) | $184K |
|---|---|
| Net Assets (End of Year) | $252K |
| Net Income | $67K |
| Employer EIN | 756037429 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
M. B. & Edna Zale Foundation Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
- Occidental Petroleum Corporation Retirement Plan $1.3B · 7,877
- Alcon Retirement Plan $1.1B · 9,762
- William Marsh Rice University Defined Contribution Retirement Plan $930M · 6,787
- Apache Corporation Money Purchase Retirement Plan $271M · 1,492
- Greater Texas IBEW NECA Annuity Plan $165M · 1,845
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to M. B. & Edna Zale Foundation Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did M. B. & Edna Zale Foundation Retirement Plan assets move in 2024? ▼
How have M.B. & Edna Zale Foundation plan assets changed over time? ▼
Where does M. B. & Edna Zale Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to M. B. & Edna Zale Foundation Retirement Plan? ▼
Next read for M. B. & Edna Zale Foundation Retirement …
Multi-year trail
Ways to act on M. B. & Edna Zale Foundation Retirement Plan's numbers.
- By total assets, M. B. & Edna Zale Foundation Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans
- M.B. & Edna Zale Foundation's sponsor-wide assets have declined 90.7% since 2022 across 3 plan years on file. More Other Services plans