401(k) · DOL Form 5500 · 2022

Zivkovic & Associates Real Estate Services, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
50th
Percentile by assets National rank
$551,081
Avg per participant High balance/head
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Official DOL plan name: Zivko Psp · Sponsored by Zivkovic & Associates Real Estate Services, LLC · Florida · Real Estate

$5M in assets, 9 participants

Zivkovic & Associates Real Estate Services, LLC's Zivko Psp reported $5M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,464 in Real Estate (5,057 peers)

Zivkovic & Associates Real Estate Services, LLC multi-year trail

Zivkovic & Associates Real Estate Services, LLC's plans moved +26.2% in assets from 2022 to 2024; this filing shows Zivko Psp at $5M / 9 participants.

#3,464
in Real Estate (5,057 peers)
+9.7%
assets growth YoY

Zivko Psp's mid-pack asset rank among Real Estate and all filers

Zivko Psp vs every filed plan by assets

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

$4,959,732 Top 50% higher than 50% 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

Zivko Psp among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zivko Psp is a micro filing (9 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 201674551 · Zivkovic & Associates Real Estate Services, LLC PY 2022 · 401(k)

Zivko Psp · $5M · 9 · 50th

  • ASSETS $5M
  • PCT 9
  • EIN 50th
  • RANK 401(k)
  • PHOTO near Waypoint Analytical 401(k) Profit Sharing Plan
  • IND ind #3464

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 Real Estate retirement plans → · Plans in Florida →

Zivko Psp in the asset neighbourhood

Zivko Psp$5MWaypoint Analytical 401(k) Profit Sharing PlanWaypoint Analytical 401(k) P…$5MLampire Biological Laboratories, Inc. 401(k) PlanLampire Biological Laborator…$5MInterfolio 401(k) P/S Plan$5MRedrock 401(k) Plan$5M
End-of-year total assets ($M) among Zivko Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Zivkovic & Associates Real Estate Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Zivkovic & Associates Real Estate Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 26.18385428890109% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.96M $6.26M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 1 10 $6M
2024 1 7 $6M

Zivkovic & Associates Real Estate Services, LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$439K
Employer EIN201674551
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Zivko Psp vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Zivko Psp, Total assets ($B): 0.004959732 · Participants: 9Zivko PspL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Zivko Psp vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Zivko Psp side-by-side with 3 peers →

Zivko Psp's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Waypoint Analytical 401(k) Profit Sharing Plan in TN ($5M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Zivko Psp assets move in 2022? ▼
Zivko Psp grew at a solid clip - up 9.7% during 2022, from $5M to $5M. Reported net income was $439K.
How have Zivkovic & Associates Real Estate Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zivkovic & Associates Real Estate Services, LLC's sponsor-wide assets grew 26.2%, from $5M to $6M.
Which 401(k) plans are similar in size to Zivko Psp? ▼
Among 401(k) plans in other states, the closest by assets is Waypoint Analytical 401(k) Profit Sharing Plan in TN ($5M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Zivko Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 201674551.

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.