401(k) · DOL Form 5500 · 2022

Zeta Associates 401(k) Plan

Data updated 2026-08-11

$410M
Total assets
475
Participants
98th
Percentile by assets
$863,200
Avg per participant
PlainRetire home → About this data

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.

  • 98th percentile by assets (of 139,126 plans)
  • #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.

$410M
total plan assets (2022 EOY)
475
covered participants
98th
percentile by assets (of 139,126 plans)
$863,200
avg assets per participant

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 vs the 2022 asset distribution

By assets, Zeta Associates Incorporated Savings Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.1x the national average plan size of $100M (721 average participants).

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)

$300M$400M$500M$600M$700M 202220232024 $410M $590M ▲ +43.9%
Total plan assets by year, all Zeta Associates plans on file
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

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 Inco…Northrop Grumman Sav…401(k) Pension PlanGeneral Dynamics Cor…Leidos, Inc. Retirem…Bae Systems Employee…
Zeta Associates Incorporated Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Zeta Associates Incorporated Savings Plan by total assets, not by location.

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).

Next read for Zeta Associates Incorporated Savings Pla…

Scale reading

Ways to act on Zeta Associates Incorporated Savings Plan's numbers.