401(k) · DOL Form 5500 · 2022

Chan Zuckerberg Initiative, LLC 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
419
Participants Below avg headcount
92nd
Percentile by assets National rank
$210,022
Avg per participant Above avg balance/head
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Official DOL plan name: Chan Zuckerberg Initiative, LLC Retirement Plan · Sponsored by Chan Zuckerberg Initiative, LLC · California · Professional & Technical Services

$88M in assets, 419 participants

Chan Zuckerberg Initiative, LLC's Chan Zuckerberg Initiative, LLC Retirement Plan reported $88M in total assets and 419 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,088 in Professional & Technical Services (21,562 peers)

Where Chan Zuckerberg Initiative, LLC Retirement Plan sits by assets

Chan Zuckerberg Initiative, LLC Retirement Plan sits in the top 10% of all filed plans by assets, $88M for 419 participants (~$210,022/participant), up 8.2% in 2022.

#20,088
in Professional & Technical Services (21,562 peers)
+8.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Chan Zuckerberg Initiative, LLC Retirement Plan's outsized position by total assets

Chan Zuckerberg Initiative, LLC Retirement Plan vs every filed plan by assets

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

$87,999,335 Top 8% higher than 92% 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

Chan Zuckerberg Initiative, LLC Retirement 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. Chan Zuckerberg Initiative, LLC Retirement Plan sits mid-pack in the medium band (419 participants).

DOL schedule card

Filing strip 810903867 · Chan Zuckerberg Initiative, LLC PY 2022 · 401(k)

Chan Zuckerberg Initiative, LLC Retirement Plan · $88M · 419 · 92nd

  • RANK $88M
  • PHOTO 419
  • IND 92nd
  • EOY 401(k)
  • 5500 near Hartford Healthcare 401(k) Retirement Savings Plan
  • ASSETS ind #20088

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 Professional & Technical Services retirement plans → · Plans in California →

Chan Zuckerberg Initiative, LLC Retirement Plan in the asset neighbourhood

Power 401(k) Retirement Plan and TrustPower 401(k) Retirement Plan…$88MChan Zuckerberg Initiative, LLC Retirement PlanChan Zuckerberg Initiative, …$88MHartford Healthcare 401(k) Retirement Savings PlanHartford Healthcare 401(k) R…$88MStockman Financial Corp 401(k) PlanStockman Financial Corp 401(…$88MHowden USA 401(k) Savings Plus PlanHowden USA 401(k) Savings Pl…$88M
End-of-year total assets ($M) among Chan Zuckerberg Initiative, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$88M
Net Income$7M
Employer EIN810903867
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chan Zuckerberg Initiative, LLC)

Sponsor-wide plan assets over time

All Chan Zuckerberg Initiative, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$167M 90.19174178986692% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $88M $167M ▲ +90.2%
Year Plans Participants Total Assets
2022 1 419 $88M
2023 1 594 $129M
2024 1 520 $167M

Nearby 401(k) Plans in California

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

Chan Zuckerberg Initiative, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Chan Zuckerberg Initiative, LLC Retirement Plan, Total assets ($B): 0.087999335 · Participants: 419Chan Zuckerberg Initiative, LLC Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Chan Zuckerberg Initiative, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Chan Zuckerberg Initiative, LLC Retirement Plan side-by-side with 3 peers →

Chan Zuckerberg Initiative, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hartford Healthcare 401(k) Retirement Savings Plan in CT ($88M); by covered participants it is Electro-Mechanical Retirement Plan in VA (419 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (419 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 Chan Zuckerberg Initiative, LLC Retirement Plan assets move in 2022? ▼
Chan Zuckerberg Initiative, LLC Retirement Plan grew at a solid clip - up 8.2% during 2022, from $81M to $88M. Reported net income was $7M.
How have Chan Zuckerberg Initiative, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chan Zuckerberg Initiative, LLC's sponsor-wide assets grew 90.2%, from $88M to $167M.
Where does Chan Zuckerberg Initiative, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Chan Zuckerberg Initiative, LLC Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Chan Zuckerberg Initiative, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hartford Healthcare 401(k) Retirement Savings Plan in CT ($88M, 2,139 participants).
Which 401(k) plans cover a similar participant headcount to Chan Zuckerberg Initiative, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Electro-Mechanical Retirement Plan in VA (419 participants, $31M 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 810903867.

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.