401(k) · DOL Form 5500 · 2024

Izzo, Inc. 401(k) Plan

Data updated 2026-08-25

$599K
Total assets Small plan by assets: 2
Participants Small participant base: 19th
Percentile by assets National rank: $299,484
Avg per participant High balance/head

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Official DOL plan name: Izzo, Inc. 401(k) Plan · Sponsored by Izzo, Inc. · Texas · Educational Services

$599K in assets, 2 participants

Izzo, Inc.'s Izzo, Inc. 401(k) Plan reported $599K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

#459 in Educational Services (3,638 peers)

Izzo, Inc. multi-year trail

Izzo, Inc.'s plans moved +27.0% in assets from 2022 to 2024; this filing shows Izzo, Inc. 401(k) Plan at $599K / 2 participants.

#459
in Educational Services (3,638 peers): +82.8%
assets growth YoY

Izzo, Inc. 401(k) Plan among the smaller filed plans by assets

Izzo, Inc. 401(k) Plan vs every filed plan by assets

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

$598,968 19th percentile higher than 19% 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

Izzo, 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. Izzo, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

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%)

Izzo, Inc. 401(k) Plan reported net income rose from -$144K in the plan year 2023 filing to $271K in the plan year 2024 filing.
Izzo, Inc. 401(k) Plan end-of-year assets rose from $328K in the plan year 2023 filing to $599K in the plan year 2024 filing.
Izzo, Inc. 401(k) Plan reported participants fell from 6 in the plan year 2023 filing to 2 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 813403375 · Izzo, Inc. PY 2024 · 401(k)

Izzo, Inc. 401(k) Plan · $599K · 2 · 19th

BOY $599K
BOY 2
BOY 19th
BOY 401(k)
BOY near Behavior Basics Inc 401(k) Profit Sharing Plan & Trust
BOY ind #459

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 Educational Services retirement plans → · Plans in Texas →

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

Izzo, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $599K 27.003594033268662% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$472K
2023	1	6	$328K
2024	1	2	$599K

Izzo, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$328K
Net Assets (End of Year)	$599K
Net Income	$271K
Employer EIN	813403375
Plan Effective Date	2016-07-28
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Izzo, Inc. 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 Izzo, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL ($599K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($599K here).

Behavior Basics Inc 401(k) Profit Sharing Plan & Trust (FL) $599K · 41
Telescan, Inc. Dba Clearpoint Profit Sharing Plan (TN) $599K · 7
Ehrnriter Cares LLC 401(k) Plan (MN) $599K · 99
Ryan Grace, Inc. 401(k) Profit Sharing Plan (CA) $599K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
Frozen Smiles Retirement Plan (TN) 2 · 0 off
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Premier Martial Arts 401(k) Trust (CA) 2 · 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 Izzo, Inc. 401(k) Plan assets move in 2024? ▼

Izzo, Inc. 401(k) Plan surged - up 82.8% during 2024, from $328K to $599K. Reported net income was $271K.

How have Izzo, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Izzo, Inc.'s sponsor-wide assets grew 27.0%, from $472K to $599K.

Where does Izzo, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Izzo, Inc. 401(k) Plan ranks in the 19th 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 Izzo, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL ($599K, 41 participants).

Which 401(k) plans cover a similar participant headcount to Izzo, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, 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 813403375.