401(k) · DOL Form 5500 · 2024

M Z Investment, Inc. 401(k) Plan

Data updated 2026-08-25

$347K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$346,880
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: M Z Investment, Inc. 401(k) Plan · Sponsored by M Z Investment, Inc. · Florida · Retail Trade

$347K in assets, 1 participants

M Z Investment, Inc.'s M Z Investment, Inc. 401(k) Plan reported $347K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,936 in Retail Trade (8,048 peers)

M Z Investment, Inc. multi-year trail

M Z Investment, Inc.'s plans moved +221.2% in assets from 2022 to 2024; this filing shows M Z Investment, Inc. 401(k) Plan at $347K / 1 participant.

#1,936
in Retail Trade (8,048 peers)
+10.6%
assets growth YoY

M Z Investment, Inc. 401(k) Plan among the smaller filed plans by assets

M Z Investment, Inc. 401(k) Plan vs every filed plan by assets

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

$346,880 15th percentile higher than 15% 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

M Z Investment, Inc. 401(k) 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. M Z Investment, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • M Z Investment, Inc. 401(k) Plan reported net income fell from $206K in the plan year 2023 filing to $33K in the plan year 2024 filing.
  • M Z Investment, Inc. 401(k) Plan reported participants fell from 3 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • M Z Investment, Inc. 401(k) Plan end-of-year assets rose from $314K in the plan year 2023 filing to $347K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 843550502 · M Z Investment, Inc. PY 2024 · 401(k)

M Z Investment, Inc. 401(k) Plan · $347K · 1 · 15th

  • NET $347K
  • BOOK 1
  • VS-ST 15th
  • BOY 401(k)
  • SCH near Horn Corp. Retirement Plan
  • EBSA ind #1936

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 Retail Trade retirement plans → · Plans in Florida →

M Z Investment, Inc. 401(k) Plan in the asset neighbourhood

M Z Investment, Inc. 401(k) PlanM Z Investment, Inc. 401(k) …$347KHorn Corp. Retirement Plan$347KSichem Retirement Plan$347KFourth Alarm Management, Inc. Profit Sharing PlanFourth Alarm Management, Inc…$347KWhite Cube Management LLC 401(k) Profit Sharing Plan & TrustWhite Cube Management LLC 40…$347K
End-of-year total assets ($M) among M Z Investment, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

M Z Investment, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All M Z Investment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$347K 221.22980043524564% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.11M $0.35M ▲ +218.2%
Year Plans Participants Total Assets
2022 1 3 $108K
2023 1 3 $314K
2024 1 1 $347K

M Z Investment, Inc. filing trail (2024)

Total Assets (Beginning of Year)$314K
Net Assets (End of Year)$347K
Net Income$33K
Employer EIN843550502
Plan Effective Date2019-10-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

M Z Investment, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants M Z Investment, Inc. 401(k) Plan, Total assets ($B): 0.00034688 · Participants: 1M Z Investment, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
M Z Investment, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare M Z Investment, Inc. 401(k) Plan side-by-side with 3 peers →

M Z Investment, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Horn Corp. Retirement Plan in CO ($347K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($347K here).

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 M Z Investment, Inc. 401(k) Plan assets move in 2024? ▼
M Z Investment, Inc. 401(k) Plan grew at a solid clip - up 10.6% during 2024, from $314K to $347K. Reported net income was $33K.
How have M Z Investment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M Z Investment, Inc.'s sponsor-wide assets grew 221.2%, from $108K to $347K.
Where does M Z Investment, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
M Z Investment, Inc. 401(k) Plan ranks in the 15th 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 401(k) plans are similar in size to M Z Investment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horn Corp. Retirement Plan in CO ($347K, 2 participants).
Which 401(k) plans cover a similar participant headcount to M Z Investment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 843550502.

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.