401(k) · DOL Form 5500 · 2024

Margaritas Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
54
Participants Small participant base
49th
Percentile by assets National rank
$133,108
Avg per participant Near avg balance/head
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Official DOL plan name: Margaritas Management Retirement Plan · Sponsored by Margaritas Management Group, Inc. · New Hampshire · Food Services & Accommodation

$7M in assets, 54 participants

Margaritas Management Group, Inc.'s Margaritas Management Retirement Plan reported $7M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,967 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Margaritas Management Retirement Plan ranks #2,967 of 3,672 2024 filers by assets (272% of the sector average)-$7M for 54 participants.

#2,967
in Food Services & Accommodation (3,672 peers)
+3.1%
assets growth YoY

Margaritas Management Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Margaritas Management Retirement Plan vs every filed plan by assets

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

$7,187,857 49th percentile higher than 49% 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

Margaritas Management 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. Margaritas Management Retirement Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Margaritas Management Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $214K in the plan year 2024 filing.
  • Margaritas Management Retirement Plan reported participants fell from 56 in the plan year 2023 filing to 54 in the plan year 2024 filing.
  • Margaritas Management Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 020464184 · Margaritas Management Group, Inc. PY 2024 · 401(k)

Margaritas Management Retirement Plan · $7M · 54 · 49th

  • EIN $7M
  • RANK 54
  • PHOTO 49th
  • IND 401(k)
  • EOY near Enve Composites, LLC 401(k) Plan
  • 5500 ind #2967

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 Food Services & Accommodation retirement plans → · Plans in New Hampshire →

Margaritas Management Retirement Plan in the asset neighbourhood

Margaritas Management Retirement PlanMargaritas Management Retire…$7MEnve Composites, LLC 401(k) PlanEnve Composites, LLC 401(k) …$7MAndre-Boudin Bakeries 401(k) PlanAndre-Boudin Bakeries 401(k)…$7MRaritan Pharmaceuticals 401(k) Profit Sharing Plan & TrustRaritan Pharmaceuticals 401(…$7MVcchc 403b Plan$7M
End-of-year total assets ($M) among Margaritas Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$214K
Employer EIN020464184
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Margaritas Management Group, Inc.)

Sponsor-wide plan assets over time

All Margaritas Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 21.966609873349373% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.89M $7.19M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 58 $6M
2023 1 56 $7M
2024 1 54 $7M

Nearby 401(k) Plans in New Hampshire

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

Margaritas Management Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Margaritas Management Retirement Plan, Total assets ($M): 7.187857 · Participants: 54Margaritas Management Retirement PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Margaritas Management Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Margaritas Management Retirement Plan side-by-side with 3 peers →

Margaritas Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Enve Composites, LLC 401(k) Plan in UT ($7M); by covered participants it is West Tennessee Ready Mix 401(k) Plan in TN (54 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (54 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.

Frequently Asked Questions

How did Margaritas Management Retirement Plan assets move in 2024? ▼
Margaritas Management Retirement Plan edged up modestly - up 3.1% during 2024, from $7M to $7M. Reported net income was $214K.
How have Margaritas Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Margaritas Management Group, Inc.'s sponsor-wide assets grew 22.0%, from $6M to $7M.
Which 401(k) plans are similar in size to Margaritas Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enve Composites, LLC 401(k) Plan in UT ($7M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Margaritas Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Ready Mix 401(k) Plan in TN (54 participants, $112K 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 020464184.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.