401(k) · DOL Form 5500 · 2024

49 Management Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 161
Participants Small participant base: 27th
Percentile by assets National rank: $10,164
Avg per participant Low balance/head

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Official DOL plan name: 49 Financial 401(k) Plan · Sponsored by 49 Management Company · Texas · Finance & Insurance

$2M in assets, 161 participants

49 Management Company's 49 Financial 401(k) Plan reported $2M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#1,441 in Finance & Insurance (8,549 peers)

Coverage in Texas

49 Financial 401(k) Plan covers 161 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#1,441
in Finance & Insurance (8,549 peers): +76.6%
assets growth YoY

49 Financial 401(k) Plan among the smaller filed plans by assets

49 Financial 401(k) Plan vs every filed plan by assets

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

$1,636,393 27th percentile higher than 27% 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

49 Financial 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 49 Financial 401(k) Plan sits mid-pack in the medium band (161 participants).

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%)

49 Financial 401(k) Plan end-of-year assets rose from $926K in the plan year 2023 filing to $2M in the plan year 2024 filing.
49 Financial 401(k) Plan reported net income rose from $460K in the plan year 2023 filing to $710K in the plan year 2024 filing.
49 Financial 401(k) Plan reported participants fell from 172 in the plan year 2023 filing to 161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 843628995 · 49 Management Company PY 2024 · 401(k)

49 Financial 401(k) Plan · $2M · 161 · 27th

EOY $2M
5500 161
ASSETS 27th
PCT 401(k)
EIN near Buff74 Asset Management Retirement Plan
RANK ind #1441

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 Finance & Insurance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among 49 Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$926K
Net Assets (End of Year)	$2M
Net Income	$710K
Employer EIN	843628995
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (49 Management Company)

Latest sponsor-wide plan assets: $2M 250.52169349569985% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	146	$467K
2023	1	172	$926K
2024	1	161	$2M

Nearby 401(k) Plans in Texas

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

49 Financial 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare 49 Financial 401(k) Plan side-by-side with 3 peers →

49 Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Buff74 Asset Management Retirement Plan in CO ($2M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Buff74 Asset Management Retirement Plan (CO) $2M · 2
L.Zacks Realty, Inc. (NY) $2M · 3
Decisive Diagnostics 401(k) and Profit Sharing Plan (WY) $2M · 5
Concentric Hospitalist Group, P.C. 401(k) Plan (AL) $2M · 17

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

Shallenberger Construction, Inc. 401(k) Davis Bacon Plan (PA) 161 · 0 off
Akebia Therapeutics 401(k) Plan (MA) 161 · 0 off
Kretek International, Inc. 401(k) Profit Sharing Plan (CA) 161 · 0 off
Pve, LLC 401(k) Plan (PA) 161 · 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 49 Financial 401(k) Plan assets move in 2024? ▼

49 Financial 401(k) Plan surged - up 76.6% during 2024, from $926K to $2M. Reported net income was $710K.

How have 49 Management Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), 49 Management Company's sponsor-wide assets grew 250.5%, from $467K to $2M.

Which 401(k) plans are similar in size to 49 Financial 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Buff74 Asset Management Retirement Plan in CO ($2M, 2 participants).

Which 401(k) plans cover a similar participant headcount to 49 Financial 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants, $12M 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 843628995.