Money Purchase · DOL Form 5500 · 2022
Zimmermans Accounting and Tax Service Inc Money Purchase Plan
Data updated 2026-08-11
- $2K
- Total assets
- N/A
- Participants
- 1st
- Percentile by assets
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.
- 1st percentile by assets (of 139,126 plans)
- #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.
- $2K
- total plan assets (2022 EOY)
- N/A
- covered participants
- 1st
- percentile by assets (of 139,126 plans)
- -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.
Where Zimmermans Accounting Profit Sharing Plan & Pension Plan sits by total 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
2022 asset move for Zimmermans Accounting Profit Sharing Plan & Pension Plan
Year over year, total assets contracted severely from $130K at the start of 2022 to $2K at year-end (down 98.1%). Net assets closed at $2K; reported net income -$128K.
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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Zimmermans Accounting Profit Sharing Plan & Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Zimmermans Accounting Profit Sharing Plan & Pension Plan assets move in 2022? ▼
Where does Zimmermans Accounting Profit Sharing Plan & Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Zimmermans Accounting Profit Sharing Plan & Pension Plan? ▼
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2022 change
Ways to act on Zimmermans Accounting Profit Sharing Plan & Pension Plan's numbers.
- By total assets, Zimmermans Accounting Profit Sharing Plan & Pension Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Michigan. Compare plans