401(k) · DOL Form 5500 · 2022

Zeta Associates 401(k) Plan

Data updated 2026-08-25

$410M
Total assets Above avg plan size
475
Participants Below avg headcount
98th
Percentile by assets National rank
$863,200
Avg per participant High balance/head
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Official DOL plan name: Zeta Associates Incorporated Savings Plan · Sponsored by Zeta Associates · Virginia · Professional & Technical Services

$410M in assets, 475 participants

Zeta Associates's Zeta Associates Incorporated Savings Plan reported $410M in total assets and 475 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #21,191 in Professional & Technical Services (21,562 peers)

Where Zeta Associates Incorporated Savings Plan sits by assets

Zeta Associates Incorporated Savings Plan sits in the top 5% of all filed plans by assets, $410M for 475 participants (~$863,200/participant), down 22.5% in 2022.

#21,191
in Professional & Technical Services (21,562 peers)
-22.5%
assets change YoY
4.1×
vs typical plan assets (national mean)

The plan reported a net loss of $119M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zeta Associates Incorporated Savings Plan's outsized position by total assets

Zeta Associates Incorporated Savings Plan vs every filed plan by assets

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

$410,019,947 Top 2% higher than 98% 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

Zeta Associates Incorporated Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zeta Associates Incorporated Savings Plan sits mid-pack in the medium band (475 participants).

Form 5500 schedule snapshot

Filing strip 541279046 · Zeta Associates PY 2022 · 401(k)

Zeta Associates Incorporated Savings Plan · $410M · 475 · 98th

  • PCT $410M
  • EIN 475
  • RANK 98th
  • PHOTO 401(k)
  • IND near Eide Bailly LLP 401(k) Profit Sharing Plan
  • EOY ind #21191

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 Virginia →

Zeta Associates Incorporated Savings Plan in the asset neighbourhood

The Wonderful Company LLC 401(k) PlanThe Wonderful Company LLC 40…$411MBrookdale Senior Living Inc. 401(k) Retirement Savings PlanBrookdale Senior Living Inc.…$411MEide Bailly LLP 401(k) Profit Sharing PlanEide Bailly LLP 401(k) Profi…$411MZeta Associates Incorporated Savings PlanZeta Associates Incorporated…$410MTwo Sigma 401(k) Plan$409M
End-of-year total assets ($M) among Zeta Associates Incorporated Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$529M
Net Assets (End of Year)$410M
Net Income-$119M
Employer EIN541279046
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zeta Associates)

Sponsor-wide plan assets over time

All Zeta Associates plans reported in each filing year

Latest sponsor-wide plan assets
$590M 43.87675192787633% vs 2022
2024 filing year
$300M$400M$500M$600M$700M 202220232024 $410M $590M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 475 $410M
2023 1 488 $511M
2024 1 515 $590M

Nearby 401(k) Plans in Virginia

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

Zeta Associates Incorporated Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Zeta Associates Incorporated Savings Plan, Total assets ($B): 0.410019947 · Participants: 475Zeta Associates Incorporated Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Zeta Associates Incorporated Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Zeta Associates Incorporated Savings Plan side-by-side with 3 peers →

Zeta Associates Incorporated Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Eide Bailly LLP 401(k) Profit Sharing Plan in ND ($411M); by covered participants it is Genisys Credit Union 401(k) Plan in MI (475 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($410M here).

Similar participant headcount

Nearest other-state filings by covered participants (475 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 Zeta Associates Incorporated Savings Plan assets move in 2022? ▼
Zeta Associates Incorporated Savings Plan declined sharply - down 22.5% during 2022, from $529M to $410M. Reported net income was -$119M.
How have Zeta Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zeta Associates's sponsor-wide assets grew 43.9%, from $410M to $590M.
Where does Zeta Associates Incorporated Savings Plan rank by assets among Form 5500 filers? ▼
Zeta Associates Incorporated Savings Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Zeta Associates Incorporated Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eide Bailly LLP 401(k) Profit Sharing Plan in ND ($411M, 2,612 participants).
Which 401(k) plans cover a similar participant headcount to Zeta Associates Incorporated Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Genisys Credit Union 401(k) Plan in MI (475 participants, $52M 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 541279046.

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.