401(k) · DOL Form 5500 · 2022

Zwi Group LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
43rd
Percentile by assets National rank
$214,912
Avg per participant Above avg balance/head
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Official DOL plan name: Zwi Group LLC Retirement Plan · Sponsored by Zwi Group LLC · New Jersey · Wholesale Trade

$3M in assets, 16 participants

Zwi Group LLC's Zwi Group LLC Retirement Plan reported $3M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,068 in Wholesale Trade (6,843 peers)

2022 asset change

Zwi Group LLC Retirement Plan grew sharply 23.5% in 2022 ($3M → $3M) for 16 participants.

#2,068
in Wholesale Trade (6,843 peers)
+23.5%
assets growth YoY

Zwi Group LLC Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Zwi Group LLC Retirement Plan vs every filed plan by assets

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

$3,438,594 43rd percentile higher than 43% 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

Zwi Group LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zwi Group LLC Retirement Plan is a small filing (16 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 273225877 · Zwi Group LLC PY 2022 · 401(k)

Zwi Group LLC Retirement Plan · $3M · 16 · 43rd

  • EBSA $3M
  • EBSA 16
  • EBSA 43rd
  • EBSA 401(k)
  • EBSA near Advanced Electronic Services Inc 401(k) Plan
  • EBSA ind #2068

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Zwi Group LLC Retirement Plan in the asset neighbourhood

Zwi Group LLC Retirement Plan$3MAdvanced Electronic Services Inc 401(k) PlanAdvanced Electronic Services…$3MTwr Enterprises, Inc. 401(k) PlanTwr Enterprises, Inc. 401(k)…$3MThe Contractors Retirement PlanThe Contractors Retirement P…$3MHoneybee Foods Corporation 401(k) PlanHoneybee Foods Corporation 4…$3M
End-of-year total assets ($M) among Zwi Group LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Zwi Group LLC years around the 2022 move

Sponsor-wide plan assets over time

All Zwi Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 5.286353626453149% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $9.55M $9.04M ▼ -5.3%
Year Plans Participants Total Assets
2022 2 32 $10M
2023 2 33 $10M
2024 2 34 $9M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$654K
Employer EIN273225877
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Zwi Group LLC Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Zwi Group LLC Retirement Plan, Total assets ($B): 0.003438594 · Participants: 16Zwi Group LLC Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Zwi Group LLC Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Zwi Group LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Advanced Electronic Services Inc 401(k) Plan in NC ($3M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Zwi Group LLC Retirement Plan assets move in 2022?
Zwi Group LLC Retirement Plan grew sharply - up 23.5% during 2022, from $3M to $3M. Reported net income was $654K.
How have Zwi Group LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Zwi Group LLC's sponsor-wide assets declined 5.3%, from $10M to $9M.
Which 401(k) plans are similar in size to Zwi Group LLC Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Advanced Electronic Services Inc 401(k) Plan in NC ($3M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Zwi Group LLC Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M in assets).