Other · DOL Form 5500 · 2024
Aztec Shops, Ltd. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 357
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $15,531
- Avg per participant Low balance/head
Official DOL plan name: Aztec Shops, Ltd. Retirement Plan · Sponsored by Aztec Shops, Ltd. · California · Educational Services
$6M in assets, 357 participants
Aztec Shops, Ltd.'s Aztec Shops, Ltd. Retirement Plan reported $6M in total assets and 357 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.
- #1,033 in Educational Services (3,638 peers)
Aztec Shops, Ltd. multi-year trail
Aztec Shops, Ltd.'s plans moved +18.9% in assets from 2022 to 2024; this filing shows Aztec Shops, Ltd. Retirement Plan at $6M / 357 participants.
- #1,033
- in Educational Services (3,638 peers)
- +14.7%
- assets growth YoY
Aztec Shops, Ltd. Retirement Plan's mid-pack asset rank among Educational Services and all filers
Aztec Shops, Ltd. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,544,600 44th percentile higher than 44% 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
Aztec Shops, Ltd. Retirement 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. Aztec Shops, Ltd. Retirement Plan sits mid-pack in the medium band (357 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aztec Shops, Ltd. Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Aztec Shops, Ltd. Retirement Plan reported participants rose from 335 in the plan year 2023 filing to 357 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 950516240 · Aztec Shops, Ltd. PY 2024 · Other
Aztec Shops, Ltd. Retirement Plan · $6M · 357 · 44th
- EBSA $6M
- EBSA 357
- EBSA 44th
- EBSA Other
- EBSA near Alliance Healthcare Services Employee Retirement Plan
- EBSA ind #1033
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 California →
Aztec Shops, Ltd. Retirement Plan in the asset neighbourhood
Aztec Shops, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Aztec Shops, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 18.948501842623553% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 269 | $13M |
| 2023 | 2 | 511 | $14M |
| 2024 | 2 | 580 | $15M |
Aztec Shops, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $710K |
| Employer EIN | 950516240 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Aztec Shops, Ltd. Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Alliance Healthcare Services Employee Retirement Plan in TN ($6M); by covered participants it is 403(b) Thrift Plan for Minnesota Diversified Industries, Inc. in MN (357 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (357 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.