Profit Sharing · DOL Form 5500 · 2024

Mazama Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$716K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$715,754
Avg per participant High balance/head
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Official DOL plan name: Mazama Investments, Inc. Retirement Plan · Sponsored by Mazama Investments, Inc. · Texas · Food Services & Accommodation

$716K in assets, 1 participants

Mazama Investments, Inc.'s Mazama Investments, Inc. Retirement Plan reported $716K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,941 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Mazama Investments, Inc. Retirement Plan ranks #1,941 of 3,672 2024 filers by assets (2734% of the sector average)-$716K for 1 participant.

#1,941
in Food Services & Accommodation (3,672 peers)
+3.1%
assets growth YoY

Mazama Investments, Inc. Retirement Plan among the smaller filed plans by assets

Mazama Investments, Inc. Retirement Plan vs every filed plan by assets

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

$715,754 20th percentile higher than 20% 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

Mazama Investments, Inc. Retirement 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. Mazama Investments, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mazama Investments, Inc. Retirement Plan reported net income rose from -$29K in the plan year 2023 filing to $21K in the plan year 2024 filing.
  • Mazama Investments, Inc. Retirement Plan end-of-year assets rose from $694K in the plan year 2023 filing to $716K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 460644204 · Mazama Investments, Inc. PY 2024 · Profit Sharing

Mazama Investments, Inc. Retirement Plan · $716K · 1 · 20th

  • EBSA $716K
  • PART 1
  • TYPE 20th
  • NET Profit Sharing
  • BOOK near Bmkm Enterprises Inc. Retirement Plan
  • VS-ST ind #1941

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 Texas →

Mazama Investments, Inc. Retirement Plan in the asset neighbourhood

Mazama Investments, Inc. Retirement PlanMazama Investments, Inc. Ret…$716KBmkm Enterprises Inc. Retirement PlanBmkm Enterprises Inc. Retire…$716KCapital Area Flex Corp. Profit Sharing PlanCapital Area Flex Corp. Prof…$716KGreen Engineering Group, P.S.C. Retirement PlanGreen Engineering Group, P.S…$716KAvatara Enterprises Inc. Retirement PlanAvatara Enterprises Inc. Ret…$716K
End-of-year total assets ($M) among Mazama Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$694K
Net Assets (End of Year)$716K
Net Income$21K
Employer EIN460644204
Plan Effective Date2012-07-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Mazama Investments, Inc.)

Sponsor-wide plan assets over time

All Mazama Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$716K 1.0531234275034145% vs 2022
2024 filing year
$0.68M$0.69M$0.7M$0.71M$0.72M$0.73M 202220232024 $0.72M $0.72M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 8 $723K
2023 1 1 $694K
2024 1 1 $716K

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mazama Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Mazama Investments, Inc. Retirement Plan, Total assets ($B): 0.000715754 · Participants: 1Mazama Investments, Inc. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Mazama Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Mazama Investments, Inc. Retirement Plan side-by-side with 3 peers →

Mazama Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Bmkm Enterprises Inc. Retirement Plan in IN ($716K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mazama Investments, Inc. Retirement Plan assets move in 2024? ▼
Mazama Investments, Inc. Retirement Plan edged up modestly - up 3.1% during 2024, from $694K to $716K. Reported net income was $21K.
How have Mazama Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mazama Investments, Inc.'s sponsor-wide assets declined 1.1%, from $723K to $716K.
Where does Mazama Investments, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Mazama Investments, Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Mazama Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bmkm Enterprises Inc. Retirement Plan in IN ($716K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Mazama Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 460644204.

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.