Defined Benefit (Pension) · DOL Form 5500 · 2024

Aztec Shops, Ltd Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
223
Participants Below avg headcount
55th
Percentile by assets National rank
$43,811
Avg per participant Low balance/head
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Official DOL plan name: Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees · Sponsored by Aztec Shops, Ltd · California · Retail Trade

$10M in assets, 223 participants

Aztec Shops, Ltd's Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees reported $10M in total assets and 223 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,304 in Retail Trade (8,048 peers)

Coverage in California

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees covers 223 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $10M.

#5,304
in Retail Trade (8,048 peers)
+3.8%
assets growth YoY

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees's mid-pack asset rank among Retail Trade and all filers

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees vs every filed plan by assets

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

$9,769,840 Top 45% higher than 55% 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

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees 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. Defined Benefit Pension Plan - Hourly Employees sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees reported net income fell from $680K in the plan year 2023 filing to $359K in the plan year 2024 filing.
  • Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees reported participants rose from 176 in the plan year 2023 filing to 223 in the plan year 2024 filing.
  • Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 950516240 · Aztec Shops, Ltd PY 2024 · Defined Benefit (Pension)

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees · $10M · 223 · 55th

  • EBSA $10M
  • EBSA 223
  • EBSA 55th
  • EBSA Defined Benefit (Pension)
  • EBSA near Retirement Plan for Employees of Bishop Museum
  • EBSA ind #5304

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 California →

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees in the asset neighbourhood

Louisville Ladder, Inc. Salaried Employees' Retirement PlanLouisville Ladder, Inc. Sala…$10MAztec Shops, Ltd. Defined Benefit Pension Plan - Hourly EmployeesAztec Shops, Ltd. Defined Be…$10MRetirement Plan for Employees of Bishop MuseumRetirement Plan for Employee…$10MRetirement Plan for Bargaining Employees of Ace Glass IncorporatedRetirement Plan for Bargaini…$10MAlaska Communications Systems Retirement PlanAlaska Communications System…$10M
End-of-year total assets ($M) among Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$359K
Employer EIN950516240
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aztec Shops, Ltd)

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
$12M$13M$14M$15M$16M 202220232024 $12.9M $15.3M ▲ +19.0%
Year Plans Participants Total Assets
2022 2 269 $13M
2023 2 511 $14M
2024 2 580 $15M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees, Total assets ($B): 0.00976984 · Participants: 223Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly EmployeesKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees side-by-side with 3 peers →

Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Bishop Museum in HI ($10M); by covered participants it is Employees Retirement Plan of St. Barnabas Hospital and Affiliates in NY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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.

Frequently Asked Questions

How did Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees assets move in 2024? ▼
Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees edged up modestly - up 3.8% during 2024, from $9M to $10M. Reported net income was $359K.
How have Aztec Shops, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aztec Shops, Ltd's sponsor-wide assets grew 18.9%, from $13M to $15M.
Which Defined Benefit (Pension) plans are similar in size to Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Bishop Museum in HI ($10M, 38 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees Retirement Plan of St. Barnabas Hospital and Affiliates in NY (223 participants, $91M 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 950516240.

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.