401(k) · DOL Form 5500 · 2022

The C.W. Zumbiel Company 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
273
Participants Below avg headcount
80th
Percentile by assets National rank
$91,996
Avg per participant Below avg balance/head
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Official DOL plan name: The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan · Sponsored by The C.W. Zumbiel Company · Kentucky · Manufacturing

$25M in assets, 273 participants

The C.W. Zumbiel Company's The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan reported $25M in total assets and 273 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,925 in Manufacturing (20,602 peers)

Coverage in Kentucky

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan covers 273 participants in Kentucky, about 42% of the average Kentucky filer (state average ~647 per filing). Assets: $25M.

#14,925
in Manufacturing (20,602 peers)
-22.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan's outsized position by total assets

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan vs every filed plan by assets

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

$25,114,907 Top 20% higher than 80% 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

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing 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. The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan sits mid-pack in the medium band (273 participants).

DOL schedule card

Filing strip 310499900 · The C.W. Zumbiel Company PY 2022 · 401(k)

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan · $25M · 273 · 80th

  • 5500 $25M
  • ASSETS 273
  • PCT 80th
  • EIN 401(k)
  • RANK near American Bulk Commodities Retirement Savings Plan
  • PHOTO ind #14925

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 Manufacturing retirement plans → · Plans in Kentucky →

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan in the asset neighbourhood

Telstra Incorporated Employee 401(k) PlanTelstra Incorporated Employe…$25MAaronson, Rappaport, Feinstein & Deutsch, LLP 401(k) PlanAaronson, Rappaport, Feinste…$25MEsp Associates, Inc. 401(k) Profit Sharing PlanEsp Associates, Inc. 401(k) …$25MThe C.W. Zumbiel Company 401(k) Savings & Profit Sharing PlanThe C.W. Zumbiel Company 401…$25MAmerican Bulk Commodities Retirement Savings PlanAmerican Bulk Commodities Re…$25M
End-of-year total assets ($M) among The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$25M
Net Income-$7M
Employer EIN310499900
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The C.W. Zumbiel Company)

Sponsor-wide plan assets over time

All The C.W. Zumbiel Company plans reported in each filing year

Latest sponsor-wide plan assets
$35M 37.47511786525827% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.1M $34.5M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 273 $25M
2023 1 287 $30M
2024 1 280 $35M

Nearby 401(k) Plans in Kentucky

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

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan, Total assets ($B): 0.025114907 · Participants: 273The C.W. Zumbiel Company 401(k) Savings & Profit Sharing PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan side-by-side with 3 peers →

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is American Bulk Commodities Retirement Savings Plan in OH ($25M); by covered participants it is Medata, Inc 401(k) Savings and Retirement Plan and Trust in CA (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan assets move in 2022? ▼
The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan declined sharply - down 22.8% during 2022, from $33M to $25M. Reported net income was -$7M.
How have The C.W. Zumbiel Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The C.W. Zumbiel Company's sponsor-wide assets grew 37.5%, from $25M to $35M.
Where does The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan ranks in the 80th 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 The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Bulk Commodities Retirement Savings Plan in OH ($25M, 797 participants).
Which 401(k) plans cover a similar participant headcount to The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medata, Inc 401(k) Savings and Retirement Plan and Trust in CA (273 participants, $10M 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 310499900.

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.