401(k) · DOL Form 5500 · 2022
ZEFR 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $64,400
- Avg per participant Low balance/head
Official DOL plan name: Zefr 401(k) Plan · Sponsored by ZEFR · California · Information & Media
$9M in assets, 136 participants
ZEFR's Zefr 401(k) Plan reported $9M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #1,444 in Information & Media (2,911 peers)
Coverage in California
Zefr 401(k) Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $9M.
- #1,444
- in Information & Media (2,911 peers)
- +0.9%
- assets growth YoY
Zefr 401(k) Plan's mid-pack asset rank among Information & Media and all filers
Zefr 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,758,449 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Zefr 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. Zefr 401(k) Plan sits mid-pack in the medium band (136 participants).
Form 5500 schedule snapshot
Filing strip 943458703 · ZEFR PY 2022 · 401(k)
Zefr 401(k) Plan · $9M · 136 · 62nd
- 5500 $9M
- 5500 136
- 5500 62nd
- 5500 401(k)
- 5500 near Parkinson's Foundation Retirement Plan
- 5500 ind #1444
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 Information & Media retirement plans → · Plans in California →
Zefr 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $82K |
| Employer EIN | 943458703 |
| Plan Effective Date | 2014-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ZEFR)
Sponsor-wide plan assets over time
All ZEFR plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 96.34308540244967% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $9M |
| 2023 | 1 | 176 | $13M |
| 2024 | 1 | 166 | $17M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Zefr 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Parkinson's Foundation Retirement Plan in FL ($9M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 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.