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
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
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.
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
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$45K |
| Employer EIN | 860433137 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING 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
| 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.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.