401(k) · DOL Form 5500 · 2022

Zeta Group Engineering LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
31st
Percentile by assets National rank
$133,583
Avg per participant Near avg balance/head
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Official DOL plan name: Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Zeta Group Engineering LLC · Wisconsin · Professional & Technical Services

$2M in assets, 12 participants

Zeta Group Engineering LLC's Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,823 in Professional & Technical Services (21,562 peers)

Zeta Group Engineering LLC multi-year trail

Zeta Group Engineering LLC's plans moved +160.4% in assets from 2022 to 2024; this filing shows Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust at $2M / 12 participants.

#5,823
in Professional & Technical Services (21,562 peers)
-14.8%
assets change YoY

The plan reported a net loss of $278K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,602,996 31st percentile higher than 31% of 139,123 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 2022

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 272909509 · Zeta Group Engineering LLC PY 2022 · 401(k)

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust · $2M · 12 · 31st

  • EBSA $2M
  • EBSA 12
  • EBSA 31st
  • EBSA 401(k)
  • EBSA near Jm Group 401(k) Plan
  • EBSA ind #5823

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & TrustZeta Group Engineering LLC 4…$2MJm Group 401(k) Plan$2MWeiland Enterprises, Inc. 401(k) Profit Sharing PlanWeiland Enterprises, Inc. 40…$2MNorthwestern Technological Institute 401(k) PlanNorthwestern Technological I…$2MProgressive Packaging Corporation 401(k) Profit Sharing PlanProgressive Packaging Corpor…$2M
End-of-year total assets ($M) among Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Zeta Group Engineering LLC multi-year asset trail

Sponsor-wide plan assets over time

All Zeta Group Engineering LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 160.3915418379085% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.6M $4.17M ▲ +160.6%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 13 $2M
2024 1 15 $4M

Zeta Group Engineering LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$278K
Employer EIN272909509
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001602996 · Participants: 12Zeta Group Engineering LLC 401(k) Profit Sharing Plan & TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Jm Group 401(k) Plan in NJ ($2M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 14.8% during 2022, from $2M to $2M. Reported net income was -$278K.
How have Zeta Group Engineering LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zeta Group Engineering LLC's sponsor-wide assets grew 160.4%, from $2M to $4M.
Which 401(k) plans are similar in size to Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jm Group 401(k) Plan in NJ ($2M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272909509.

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.