Money Purchase · DOL Form 5500 · 2022

Zimmermans Accounting and Tax Service Inc Money Purchase Plan

Q: Where does Zimmermans Accounting Profit Sharing Plan & Pension Plan rank by assets among Form 5500 filers?

Zimmermans Accounting Profit Sharing Plan & Pension Plan ranks in the 1st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).

Q: Which Money Purchase plans are similar in size to Zimmermans Accounting Profit Sharing Plan & Pension Plan?

Among Money Purchase plans in other states, the closest by assets is Joel F. Baum Dds Money Purchase Plan in FL ($3K, N/A participants).

Data updated 2026-08-25

$2K
Total assets Small plan by assets: N/A
Participants Small participant base: 1st
Percentile by assets National rank

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Official DOL plan name: Zimmermans Accounting Profit Sharing Plan & Pension Plan · Sponsored by Zimmermans Accounting and Tax Service Inc · Michigan · Professional & Technical Services

$2K in assets, N/A participants

Zimmermans Accounting and Tax Service Inc's Zimmermans Accounting Profit Sharing Plan & Pension Plan reported $2K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.

#140 in Professional & Technical Services (21,562 peers)

2022 asset change

Zimmermans Accounting Profit Sharing Plan & Pension Plan contracted severely 98.1% in 2022 ($130K → $2K) for N/A participants.

#140
in Professional & Technical Services (21,562 peers): -98.1%
assets change YoY

The plan reported a net loss of $128K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zimmermans Accounting Profit Sharing Plan & Pension Plan among the smaller filed plans by assets

Zimmermans Accounting Profit Sharing Plan & Pension Plan vs every filed plan by assets

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

$2,484 1st percentile higher than 1% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Form 5500 schedule snapshot

Filing strip 382542103 · Zimmermans Accounting and Tax Service Inc PY 2022 · Money Purchase

Zimmermans Accounting Profit Sharing Plan & Pension Plan · $2K · N/A · 1st

VS-ST $2K
BOY N/A
SCH 1st
EBSA Money Purchase
PART near Joel F. Baum Dds Money Purchase Plan
TYPE ind #140

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 Michigan →

End-of-year total assets ($M) among Zimmermans Accounting Profit Sharing Plan & Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)	$130K
Net Assets (End of Year)	$2K
Net Income	-$128K
Employer EIN	382542103
Plan Effective Date	2001-12-11
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Michigan

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Zimmermans Accounting Profit Sharing Plan & Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants

Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan $856M · 30,438
Michigan Regional Council of Carpenters' Annuity Fund $442M · 19,164
Millwrights' Local 1102 Supplemental Pension Fund $280M · 2,541
Operating Engineers' Local 324, Defined Contribution Pension Plan $221M · 7,312
P & M Holding Group, LLP & Affiliated Entities Pension Plan $210M · 1,012

Compare Zimmermans Accounting Profit Sharing Plan & Pension Plan side-by-side with 3 peers →

Zimmermans Accounting Profit Sharing Plan & Pension Plan's closest out-of-state Money Purchase peers by assets

Outside Michigan, the nearest Money Purchase by end-of-year assets is Joel F. Baum Dds Money Purchase Plan in FL at $3K (this filing: $2K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2K here).

Joel F. Baum Dds Money Purchase Plan (FL) $3K · N/A
Bruce K Brownstein Md Money Purchase Plan (PA) $2K · 1
Smith & Susson, LLP Money Purchase Pension Plan (CA) $1K · N/A
Thinfilms Inc. Pension Plan (NJ) $4K · N/A

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 Zimmermans Accounting Profit Sharing Plan & Pension Plan assets move in 2022? ▼

Zimmermans Accounting Profit Sharing Plan & Pension Plan contracted severely - down 98.1% during 2022, from $130K to $2K. Reported net income was -$128K.

Where does Zimmermans Accounting Profit Sharing Plan & Pension Plan rank by assets among Form 5500 filers? ▼

Zimmermans Accounting Profit Sharing Plan & Pension Plan ranks in the 1st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).

Which Money Purchase plans are similar in size to Zimmermans Accounting Profit Sharing Plan & Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Joel F. Baum Dds Money Purchase Plan in FL ($3K, N/A participants).

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 382542103.