401(k) · DOL Form 5500 · 2022
Julius Zorn, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $57,283
- Avg per participant Low balance/head
Official DOL plan name: Julius Zorn Savings Plan · Sponsored by Julius Zorn, Inc. · Ohio · Manufacturing
$8M in assets, 138 participants
Julius Zorn, Inc.'s Julius Zorn Savings Plan reported $8M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #9,494 in Manufacturing (20,602 peers)
Coverage in Ohio
Julius Zorn Savings Plan covers 138 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $8M.
- #9,494
- in Manufacturing (20,602 peers)
- -15.9%
- 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.
Julius Zorn Savings Plan's mid-pack asset rank among Manufacturing and all filers
Julius Zorn Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,905,017 Top 40% higher than 60% 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
Julius Zorn Savings 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. Julius Zorn Savings Plan sits mid-pack in the medium band (138 participants).
EBSA filing schedule strip
Filing strip 132873532 · Julius Zorn, Inc. PY 2022 · 401(k)
Julius Zorn Savings Plan · $8M · 138 · 60th
- RANK $8M
- PHOTO 138
- IND 60th
- EOY 401(k)
- 5500 near The Burnett Companies Consolidated, Inc. 401(k) Plan
- ASSETS ind #9494
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 Manufacturing retirement plans → · Plans in Ohio →
Julius Zorn Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 132873532 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Julius Zorn, Inc.)
Sponsor-wide plan assets over time
All Julius Zorn, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 38.99190855630039% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $8M |
| 2023 | 1 | 141 | $10M |
| 2024 | 1 | 151 | $11M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Julius Zorn Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is The Burnett Companies Consolidated, Inc. 401(k) Plan in TX ($8M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Capital Pumping, LP 401(k) Profit Sharing Plan (TX) 138 · 0 off
- Cryptic Studios Inc 401(k) Profit Sharing Plan and Trust (CA) 138 · 0 off
- Ivc, Inc. Union 401(k) Plan (CA) 138 · 0 off
- Southcross Energy Partners Gp, LLC 401(k) Plan (TX) 138 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.