Profit Sharing · DOL Form 5500 · 2022
Zelner & Badner Inc Profit Sharing Plan
Data updated 2026-08-25
- $589K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $294,469
- Avg per participant High balance/head
Official DOL plan name: The Zelner & Badner Inc Retirement Trust · Sponsored by Zelner & Badner Inc · New Jersey · Professional & Technical Services
$589K in assets, 2 participants
Zelner & Badner Inc's The Zelner & Badner Inc Retirement Trust reported $589K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #3,448 in Professional & Technical Services (21,562 peers)
2022 asset change
The Zelner & Badner Inc Retirement Trust grew at a solid clip 8.2% in 2022 ($545K → $589K) for 2 participants.
- #3,448
- in Professional & Technical Services (21,562 peers)
- +8.2%
- assets growth YoY
The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Zelner & Badner Inc Retirement Trust among the smaller filed plans by assets
The Zelner & Badner Inc Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$588,937 20th percentile higher than 20% 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
The Zelner & Badner Inc Retirement 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. The Zelner & Badner Inc Retirement Trust is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 222062773 · Zelner & Badner Inc PY 2022 · Profit Sharing
The Zelner & Badner Inc Retirement Trust · $589K · 2 · 20th
- ASSETS $589K
- ASSETS 2
- ASSETS 20th
- ASSETS Profit Sharing
- ASSETS near Ildaly Maldonado Aviles Retirement Plan
- ASSETS ind #3448
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 New Jersey →
The Zelner & Badner Inc Retirement Trust in the asset neighbourhood
Zelner & Badner Inc years around the 2022 move
Sponsor-wide plan assets over time
All Zelner & Badner Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $611K 3.7377512365499195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $589K |
| 2023 | 1 | 2 | $630K |
| 2024 | 1 | N/A | $611K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $545K |
|---|---|
| Net Assets (End of Year) | $520K |
| Net Income | -$22K |
| Employer EIN | 222062773 |
| Plan Effective Date | 1976-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
The Zelner & Badner Inc Retirement Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Ildaly Maldonado Aviles Retirement Plan in PR ($589K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($589K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.