401(k) · DOL Form 5500 · 2024

Gatza Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 39
Participants Small participant base: 29th
Percentile by assets National rank: $48,562
Avg per participant Low balance/head

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Official DOL plan name: Gatza Investment Group Retirement Plan · Sponsored by Gatza Investment Group, Inc. · Arizona · Other Services

$2M in assets, 39 participants

Gatza Investment Group, Inc.'s Gatza Investment Group Retirement Plan reported $2M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

#4,114 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Gatza Investment Group Retirement Plan ranks #4,114 of 7,719 2024 filers by assets (1060% of the sector average)-$2M for 39 participants.

#4,114
in Other Services (7,719 peers): +7.4%
assets growth YoY

Gatza Investment Group Retirement Plan among the smaller filed plans by assets

Gatza Investment Group Retirement Plan vs every filed plan by assets

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

$1,893,910 29th percentile higher than 29% 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

Gatza Investment Group Retirement 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. Gatza Investment Group Retirement Plan is a small filing (39 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Gatza Investment Group Retirement Plan reported participants rose from 26 in the plan year 2023 filing to 39 in the plan year 2024 filing.
Gatza Investment Group Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 471054748 · Gatza Investment Group, Inc. PY 2024 · 401(k)

Gatza Investment Group Retirement Plan · $2M · 39 · 29th

BOY $2M
SCH 39
EBSA 29th
PART 401(k)
TYPE near Jacob D. Hager, Dds, Ms, PC 401(k) Plan
NET ind #4114

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 Arizona →

End-of-year total assets ($M) among Gatza Investment Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$132K
Employer EIN	471054748
Plan Effective Date	2014-06-09
Filing Status	FILING RECEIVED

Sponsor Plan History (Gatza Investment Group, Inc.)

Latest sponsor-wide plan assets: $2M 16.622300056220286% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	23	$2M
2023	1	26	$2M
2024	1	39	$2M

Nearby 401(k) Plans in Arizona

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

Gatza Investment Group Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

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

Compare Gatza Investment Group Retirement Plan side-by-side with 3 peers →

Gatza Investment Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Jacob D. Hager, Dds, Ms, PC 401(k) Plan in OK ($2M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Jacob D. Hager, Dds, Ms, PC 401(k) Plan (OK) $2M · 10
Sun Dental Associates 401(k) Plan (MD) $2M · 9
Lifepro Fitness 401(k) Plan (NJ) $2M · 6
Prairieland Bancorp, Inc. Retirement Plan (IL) $2M · 15

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan (WI) 39 · 0 off
Kwiat, Inc. Retirement Plan (NY) 39 · 0 off

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 Gatza Investment Group Retirement Plan assets move in 2024? ▼

Gatza Investment Group Retirement Plan grew at a solid clip - up 7.4% during 2024, from $2M to $2M. Reported net income was $132K.

How have Gatza Investment Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Gatza Investment Group, Inc.'s sponsor-wide assets grew 16.6%, from $2M to $2M.

Which 401(k) plans are similar in size to Gatza Investment Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jacob D. Hager, Dds, Ms, PC 401(k) Plan in OK ($2M, 10 participants).

Which 401(k) plans cover a similar participant headcount to Gatza Investment Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (39 participants, $650K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471054748.