Defined Benefit (Pension) · DOL Form 5500 · 2024

Ahmad, Zavitsanos & Mensing Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
40
Participants Small participant base
44th
Percentile by assets National rank
$138,615
Avg per participant Near avg balance/head
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Official DOL plan name: Aza Cash Balance Plan · Sponsored by Ahmad, Zavitsanos & Mensing · Texas · Professional & Technical Services

$6M in assets, 40 participants

Ahmad, Zavitsanos & Mensing's Aza Cash Balance Plan reported $6M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,387 in Professional & Technical Services (20,173 peers)

Ahmad, Zavitsanos & Mensing multi-year trail

Ahmad, Zavitsanos & Mensing's plans moved +22.1% in assets from 2023 to 2024; this filing shows Aza Cash Balance Plan at $6M / 40 participants.

#8,387
in Professional & Technical Services (20,173 peers)
+17.7%
assets growth YoY

Aza Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Aza Cash Balance Plan vs every filed plan by assets

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

$5,544,589 44th percentile higher than 44% 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

Aza Cash Balance 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. Aza Cash Balance Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aza Cash Balance Plan reported net income rose from -$475K in the plan year 2023 filing to $834K in the plan year 2024 filing.
  • Aza Cash Balance Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Aza Cash Balance Plan reported participants rose from 37 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 921091787 · Ahmad, Zavitsanos & Mensing PY 2024 · Defined Benefit (Pension)

Aza Cash Balance Plan · $6M · 40 · 44th

  • RANK $6M
  • RANK 40
  • RANK 44th
  • RANK Defined Benefit (Pension)
  • RANK near The Pension Plan of Community Action Organization of Erie County, Inc.
  • RANK ind #8387

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 Texas →

Aza Cash Balance Plan in the asset neighbourhood

Scott Equipment Company Cash Balance PlanScott Equipment Company Cash…$6MAza Cash Balance Plan$6MThe Pension Plan of Community Action Organization of Erie County, Inc.The Pension Plan of Communit…$6MMidwest Agency, LLP Defined Benefit PlanMidwest Agency, LLP Defined …$6MCumberland Securities, Inc. Defined Benefit Pension PlanCumberland Securities, Inc. …$6M
End-of-year total assets ($M) among Aza Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ahmad, Zavitsanos & Mensing multi-year asset trail

Sponsor-wide plan assets over time

All Ahmad, Zavitsanos & Mensing plans reported in each filing year

Latest sponsor-wide plan assets
$35M 22.095315290679647% vs 2023
2024 filing year
$28M$30M$32M$34M$36M 20232024 $28.9M $35.3M ▲ +22.1%
Year Plans Participants Total Assets
2023 3 102 $29M
2024 3 131 $35M

Ahmad, Zavitsanos & Mensing filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$834K
Employer EIN921091787
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Aza Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Aza Cash Balance Plan, Total assets ($B): 0.005544589 · Participants: 40Aza Cash Balance PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Aza Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Aza Cash Balance Plan side-by-side with 3 peers →

Aza Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is The Pension Plan of Community Action Organization of Erie County, Inc. in NY ($6M); by covered participants it is Retirement Plan for Salaried Employees of the Hillman Company in PA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Aza Cash Balance Plan assets move in 2024? ▼
Aza Cash Balance Plan grew sharply - up 17.7% during 2024, from $5M to $6M. Reported net income was $834K.
How have Ahmad, Zavitsanos & Mensing plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ahmad, Zavitsanos & Mensing's sponsor-wide assets grew 22.1%, from $29M to $35M.
Which Defined Benefit (Pension) plans are similar in size to Aza Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Pension Plan of Community Action Organization of Erie County, Inc. in NY ($6M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Aza Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Salaried Employees of the Hillman Company in PA (40 participants, $2M 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 921091787.

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.