401(k) · DOL Form 5500 · 2022

Bartko, Zankel, Bunzel & Miller 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
62
Participants Small participant base
79th
Percentile by assets National rank
$373,351
Avg per participant High balance/head
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Official DOL plan name: Bartko, Zankel, Bunzel & Miller Profit Sharing Plan · Sponsored by Bartko, Zankel, Bunzel & Miller · California · Professional & Technical Services

$23M in assets, 62 participants

Bartko, Zankel, Bunzel & Miller's Bartko, Zankel, Bunzel & Miller Profit Sharing Plan reported $23M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,183 in Professional & Technical Services (21,562 peers)

Where Bartko, Zankel, Bunzel & Miller Profit Sharing Plan sits by assets

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 62 participants (~$373,351/participant), down 19.0% in 2022.

#17,183
in Professional & Technical Services (21,562 peers)
-19.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan's outsized position by total assets

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan vs every filed plan by assets

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

$23,147,753 Top 21% higher than 79% 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

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bartko, Zankel, Bunzel & Miller Profit Sharing Plan is a small filing (62 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 942542676 · Bartko, Zankel, Bunzel & Miller PY 2022 · 401(k)

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan · $23M · 62 · 79th

  • RANK $23M
  • RANK 62
  • RANK 79th
  • RANK 401(k)
  • RANK near Ludvik Electric Co. 401(k) Plan
  • RANK ind #17183

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 California →

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan in the asset neighbourhood

Bartko, Zankel, Bunzel & Miller Profit Sharing PlanBartko, Zankel, Bunzel & Mil…$23MLudvik Electric Co. 401(k) PlanLudvik Electric Co. 401(k) P…$23MMd Helicopters, LLC. Voluntary Investment PlanMd Helicopters, LLC. Volunta…$23MRedmane Technology, LLC Retirement Savings PlanRedmane Technology, LLC Reti…$23MCma Group Salary Deferral PlanCma Group Salary Deferral Pl…$23M
End-of-year total assets ($M) among Bartko, Zankel, Bunzel & Miller Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$23M
Net Income-$5M
Employer EIN942542676
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartko, Zankel, Bunzel & Miller)

Sponsor-wide plan assets over time

All Bartko, Zankel, Bunzel & Miller plans reported in each filing year

Latest sponsor-wide plan assets
$29M 25.22609429952013% vs 2022
2023 filing year
$22M$24M$26M$28M$30M 20222023 $23.2M $29M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 62 $23M
2023 1 68 $29M

Nearby 401(k) Plans in California

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

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bartko, Zankel, Bunzel & Miller Profit Sharing Plan, Total assets ($B): 0.023147753 · Participants: 62Bartko, Zankel, Bunzel & Miller Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Bartko, Zankel, Bunzel & Miller Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bartko, Zankel, Bunzel & Miller Profit Sharing Plan side-by-side with 3 peers →

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ludvik Electric Co. 401(k) Plan in CO ($23M); by covered participants it is Technology Investment Corporation 401(k) Plan in WI (62 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Bartko, Zankel, Bunzel & Miller Profit Sharing Plan assets move in 2022? ▼
Bartko, Zankel, Bunzel & Miller Profit Sharing Plan declined sharply - down 19.0% during 2022, from $29M to $23M. Reported net income was -$5M.
How have Bartko, Zankel, Bunzel & Miller plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bartko, Zankel, Bunzel & Miller's sponsor-wide assets grew 25.2%, from $23M to $29M.
Where does Bartko, Zankel, Bunzel & Miller Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bartko, Zankel, Bunzel & Miller Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bartko, Zankel, Bunzel & Miller Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ludvik Electric Co. 401(k) Plan in CO ($23M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Bartko, Zankel, Bunzel & Miller Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Technology Investment Corporation 401(k) Plan in WI (62 participants, $3M 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 942542676.

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.