401(k) · DOL Form 5500 · 2024

Palo Cristi Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
36th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Palo Cristi Investments, Inc. · Arizona · Professional & Technical Services

$4M in assets, 3 participants

Palo Cristi Investments, Inc.'s Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,678 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan holds $4M for 3 participants - about $1.2M per participant, in the lower half of filed plans by assets.

#6,678
in Professional & Technical Services (20,173 peers)
-1.3%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,521,678 36th percentile higher than 36% 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

Palo Cristi Investments, Inc. 401(k) Profit Sharing 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. Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan reported net income fell from $38K in the plan year 2023 filing to -$45K in the plan year 2024 filing.
  • Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860433137 · Palo Cristi Investments, Inc. PY 2024 · 401(k)

Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan · $4M · 3 · 36th

  • EOY $4M
  • 5500 3
  • ASSETS 36th
  • PCT 401(k)
  • EIN near Airsea Packing Group Inc. 401(k) Plan
  • RANK ind #6678

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Palo Cristi Investments, Inc. 401(k) Profit Sharing PlanPalo Cristi Investments, Inc…$4MAirsea Packing Group Inc. 401(k) PlanAirsea Packing Group Inc. 40…$4MThe Diamond Center, Inc. 401(k) Profit Sharing Plan and TrustThe Diamond Center, Inc. 401…$4MExecutive Media Corporation 401(k) PlanExecutive Media Corporation …$4MC.T. Hamrick, III, Dmd, PA Profit Sharing 401(k) Plan & TrustC.T. Hamrick, III, Dmd, PA P…$4M
End-of-year total assets ($M) among Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$45K
Employer EIN860433137
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palo Cristi Investments, Inc.)

Sponsor-wide plan assets over time

All Palo Cristi Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 0.18889886839233033% vs 2022
2024 filing year
$3.5M$3.52M$3.54M$3.56M$3.58M 202220232024 $3.53M $3.52M ▼ -0.3%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M
2024 1 3 $4M

Nearby 401(k) Plans in Arizona

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

Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003521678 · Participants: 3Palo Cristi Investments, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

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

Outside Arizona, the nearest 401(k) by assets is Airsea Packing Group Inc. 401(k) Plan in NY ($4M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

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 Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan assets move in 2024?
Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan edged down modestly - down 1.3% during 2024, from $4M to $4M. Reported net income was -$45K.
How have Palo Cristi Investments, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Palo Cristi Investments, Inc.'s sponsor-wide assets declined 0.2%, from $4M to $4M.
Which 401(k) plans are similar in size to Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Airsea Packing Group Inc. 401(k) Plan in NY ($4M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Palo Cristi Investments, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).