Money Purchase · DOL Form 5500 · 2024
M.B. & Edna Zale Foundation Money Purchase Plan
Data updated 2026-08-25
- $252K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $251,537
- Avg per participant Above avg balance/head
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.
- #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.
- #1,995
- in Other Services (7,719 peers)
- +36.4%
- assets growth YoY
M. B. & Edna Zale Foundation Retirement Plan among the smaller filed plans by 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
M. B. & Edna Zale Foundation 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. M. B. & Edna Zale Foundation Retirement Plan is a micro filing (1 participant), the leftmost band.
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.
Published 5500 schedule card
Filing strip 756037429 · M.B. & Edna Zale Foundation PY 2024 · Money Purchase
M. B. & Edna Zale Foundation Retirement Plan · $252K · 1 · 12th
- NET $252K
- BOOK 1
- VS-ST 12th
- BOY Money Purchase
- SCH near Ramsey Enterprises Inc Employees Pension Plan and Trust
- EBSA ind #1995
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 →
M. B. & Edna Zale Foundation Retirement Plan in the asset neighbourhood
M.B. & Edna Zale Foundation multi-year asset trail
Sponsor-wide plan assets over time
All M.B. & Edna Zale Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $252K 90.70394250079273% vs 2022
- 2024 filing year
| 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.
- 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
M. B. & Edna Zale Foundation Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is Ramsey Enterprises Inc Employees Pension Plan and Trust in OK ($249K); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($252K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Eduardo Mccormack Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Robert Duane Ralston Pension Plan (IL) 1 · 0 off
- Gary Ostenson Ps Dds Money Purchase Plan (WA) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.