401(k) · DOL Form 5500 · 2022

Paul B. Zimmerman, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
330
Participants Below avg headcount
71st
Percentile by assets National rank
$42,227
Avg per participant Low balance/head
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Official DOL plan name: Paul B. Zimmerman, Inc. 401(k) Plan · Sponsored by Paul B. Zimmerman, Inc. · Pennsylvania · Retail Trade

$14M in assets, 330 participants

Paul B. Zimmerman, Inc.'s Paul B. Zimmerman, Inc. 401(k) Plan reported $14M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #7,782 in Retail Trade (9,519 peers)

Coverage in Pennsylvania

Paul B. Zimmerman, Inc. 401(k) Plan covers 330 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#7,782
in Retail Trade (9,519 peers)
-12.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Paul B. Zimmerman, Inc. 401(k) Plan's outsized position by total assets

Paul B. Zimmerman, Inc. 401(k) Plan vs every filed plan by assets

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

$13,934,927 Top 29% higher than 71% 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

Paul B. Zimmerman, Inc. 401(k) 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. Paul B. Zimmerman, Inc. 401(k) Plan sits mid-pack in the medium band (330 participants).

Form 5500 schedule snapshot

Filing strip 232049723 · Paul B. Zimmerman, Inc. PY 2022 · 401(k)

Paul B. Zimmerman, Inc. 401(k) Plan · $14M · 330 · 71st

  • ASSETS $14M
  • PCT 330
  • EIN 71st
  • RANK 401(k)
  • PHOTO near Hassett Express Holdings, LLC 401(k) Savings & Investment Plan
  • IND ind #7782

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 Pennsylvania →

Paul B. Zimmerman, Inc. 401(k) Plan in the asset neighbourhood

Hassett Express Holdings, LLC 401(k) Savings & Investment PlanHassett Express Holdings, LL…$14MAirboss of America 401(k) PlanAirboss of America 401(k) Pl…$14MGlobal Lending Services LLC 401(k) PlanGlobal Lending Services LLC …$14MPaul B. Zimmerman, Inc. 401(k) PlanPaul B. Zimmerman, Inc. 401(…$14MLiquid Environmental Solutions & Affiliates 401(k) Profit Sharing PlanLiquid Environmental Solutio…$14M
End-of-year total assets ($M) among Paul B. Zimmerman, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN232049723
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paul B. Zimmerman, Inc.)

Sponsor-wide plan assets over time

All Paul B. Zimmerman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 59.22785960773243% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $22.2M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 330 $14M
2023 1 365 $18M
2024 1 384 $22M

Nearby 401(k) Plans in Pennsylvania

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

Paul B. Zimmerman, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Paul B. Zimmerman, Inc. 401(k) Plan, Total assets ($B): 0.013934927 · Participants: 330Paul B. Zimmerman, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Paul B. Zimmerman, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Paul B. Zimmerman, Inc. 401(k) Plan side-by-side with 3 peers →

Paul B. Zimmerman, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hassett Express Holdings, LLC 401(k) Savings & Investment Plan in IL ($14M); by covered participants it is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 Paul B. Zimmerman, Inc. 401(k) Plan assets move in 2022? ▼
Paul B. Zimmerman, Inc. 401(k) Plan pulled back noticeably - down 12.2% during 2022, from $16M to $14M. Reported net income was -$1M.
How have Paul B. Zimmerman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul B. Zimmerman, Inc.'s sponsor-wide assets grew 59.2%, from $14M to $22M.
Which 401(k) plans are similar in size to Paul B. Zimmerman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hassett Express Holdings, LLC 401(k) Savings & Investment Plan in IL ($14M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Paul B. Zimmerman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (330 participants, $16M 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 232049723.

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.