401(k) · DOL Form 5500 · 2022
Zappia & Levahn, Ltd. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Zappia & Levahn, Ltd. Retirement Savings Plan and Trust · Sponsored by Zappia & Levahn, Ltd. · Minnesota · Professional & Technical Services
$3M in assets, 3 participants
Zappia & Levahn, Ltd.'s Zappia & Levahn, Ltd. Retirement Savings Plan and Trust reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #8,302 in Professional & Technical Services (21,562 peers)
Zappia & Levahn, Ltd. multi-year trail
Zappia & Levahn, Ltd.'s plans moved -81.4% in assets from 2022 to 2023; this filing shows Zappia & Levahn, Ltd. Retirement Savings Plan and Trust at $3M / 3 participants.
- #8,302
- in Professional & Technical Services (21,562 peers)
- -7.9%
- assets change YoY
The plan reported a net loss of $270K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zappia & Levahn, Ltd. Retirement Savings Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Zappia & Levahn, Ltd. Retirement Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,130,870 41st percentile higher than 41% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Zappia & Levahn, Ltd. Retirement Savings Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zappia & Levahn, Ltd. Retirement Savings Plan and Trust is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 411788112 · Zappia & Levahn, Ltd. PY 2022 · 401(k)
Zappia & Levahn, Ltd. Retirement Savings Plan and Trust · $3M · 3 · 41st
- RANK $3M
- PHOTO 3
- IND 41st
- EOY 401(k)
- 5500 near Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan
- ASSETS ind #8302
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 Minnesota →
Zappia & Levahn, Ltd. Retirement Savings Plan and Trust in the asset neighbourhood
Zappia & Levahn, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Zappia & Levahn, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $583K 81.37412284764298% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 4 | $583K |
Zappia & Levahn, Ltd. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$270K |
| Employer EIN | 411788112 |
| Plan Effective Date | 1994-01-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Zappia & Levahn, Ltd. Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.