401(k) · DOL Form 5500 · 2022

Ziegler Inc. 401(k) Plan

Data updated 2026-08-25

$290M
Total assets Near avg plan size
2,286
Participants Above avg headcount
97th
Percentile by assets National rank
$126,814
Avg per participant Near avg balance/head
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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.

  • #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.

#9,344
in Retail Trade (9,519 peers)
-14.9%
assets change YoY
2.9×
vs typical plan assets (national mean)

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.

Ziegler Inc. Voluntary Retirement Savings Plan's outsized position by total assets

Ziegler Inc. Voluntary Retirement Savings Plan vs every filed plan by assets

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

$289,896,548 Top 3% higher than 97% 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

Ziegler Inc. Voluntary Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ziegler Inc. Voluntary Retirement Savings Plan lands in the large band (2,286 participants).

DOL schedule card

Filing strip 410624660 · Ziegler Inc. PY 2022 · 401(k)

Ziegler Inc. Voluntary Retirement Savings Plan · $290M · 2,286 · 97th

  • TYPE $290M
  • TYPE 2,286
  • TYPE 97th
  • TYPE 401(k)
  • TYPE near Smart & Final 401(k) Savings Plan
  • TYPE ind #9344

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 Retail Trade retirement plans → · Plans in Minnesota →

Ziegler Inc. Voluntary Retirement Savings Plan in the asset neighbourhood

The Nebraska Furniture Mart, Inc. Profit Sharing PlanThe Nebraska Furniture Mart,…$290MCedar Fair Retirement Savings PlanCedar Fair Retirement Saving…$290MSmart & Final 401(k) Savings PlanSmart & Final 401(k) Savings…$290MZiegler Inc. Voluntary Retirement Savings PlanZiegler Inc. Voluntary Retir…$290MSunrise Senior Living 401(k) PlanSunrise Senior Living 401(k)…$290M
End-of-year total assets ($M) among Ziegler Inc. Voluntary Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Ziegler Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$387M 33.53205261347231% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $290M $387M ▲ +33.5%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Ziegler Inc. Voluntary Retirement Savings Plan, Total assets ($B): 0.289896548 · Participants: 2286Ziegler Inc. Voluntary Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Ziegler Inc. Voluntary Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Ziegler Inc. Voluntary Retirement Savings Plan side-by-side with 3 peers →

Ziegler Inc. Voluntary Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Smart & Final 401(k) Savings Plan in CA ($290M); by covered participants it is Prevea Clinic, Inc. 401(k) and Retirement Plan in WI (2,287 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($290M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,286 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 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).
Which 401(k) plans cover a similar participant headcount to Ziegler Inc. Voluntary Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevea Clinic, Inc. 401(k) and Retirement Plan in WI (2,287 participants, $387M 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 410624660.

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.