401(k) · DOL Form 5500 · 2022

Ziegler Inc. 401(k) Plan

Data updated 2026-08-11

$290M
Total assets
2,286
Participants
97th
Percentile by assets
$126,814
Avg per participant
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Official DOL plan name: Ziegler Inc. Voluntary Retirement Savings Plan · Sponsored by Ziegler Inc. · Minnesota · Retail Trade

$290M in assets, 2,286 participants

Ziegler Inc.'s Ziegler Inc. Voluntary Retirement Savings Plan reported $290M in total assets and 2,286 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #9,344 in Retail Trade (9,519 peers)

Coverage in Minnesota

Ziegler Inc. Voluntary Retirement Savings Plan covers 2,286 participants in Minnesota, 2.0x the typical Minnesota plan (state average ~1,126 per filing). Assets: $290M.

$290M
total plan assets (2022 EOY)
2,286
covered participants
97th
percentile by assets (of 139,126 plans)
$126,814
avg assets per participant

The plan reported a net loss of $51M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Ziegler Inc. Voluntary Retirement Savings Plan reports 2,286 participants - 2.0x that state average ($290M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$341M
Net Assets (End of Year)$290M
Net Income-$51M
Employer EIN410624660
Plan Effective Date1984-06-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Ziegler Inc.)

$250M$300M$350M$400M 202220232024 $290M $387M ▲ +33.5%
Total plan assets by year, all Ziegler Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,286 $290M
2023 1 2,441 $349M
2024 1 2,800 $387M

Nearby 401(k) Plans in Minnesota

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

Ziegler Inc. Voluntary Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Ziegler Inc. Voluntary Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Ziegler Inc. Volunta…Unitedhealth Group 4…Medtronic Savings an…Target Corporation 4…3M Voluntary Investm…U.S. Bank 401(k) Sav…
Ziegler Inc. Voluntary Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ziegler Inc. Voluntary Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Ziegler Inc. Voluntary Retirement Savings Plan assets move in 2022?
Ziegler Inc. Voluntary Retirement Savings Plan pulled back noticeably - down 14.9% during 2022, from $341M to $290M. Reported net income was -$51M.
How have Ziegler Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ziegler Inc.'s sponsor-wide assets grew 33.5%, from $290M to $387M.
Where does Ziegler Inc. Voluntary Retirement Savings Plan rank by assets among Form 5500 filers?
Ziegler Inc. Voluntary Retirement Savings Plan ranks in the 97th 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 Ziegler Inc. Voluntary Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Smart & Final 401(k) Savings Plan in CA ($290M, 9,346 participants).

Next read for Ziegler Inc. Voluntary Retirement Saving…

Filing takeaways

Ways to act on Ziegler Inc. Voluntary Retirement Savings Plan's numbers.

  • By total assets, Ziegler Inc. Voluntary Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
  • Ziegler Inc.'s sponsor-wide assets have grown 33.5% since 2022 across 3 plan years on file. More Retail Trade plans