401(k) · DOL Form 5500 · 2022

ZEARN 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
106
Participants Small participant base
56th
Percentile by assets National rank
$61,450
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zearn 401(k) Plan · Sponsored by ZEARN · New York · Educational Services

$7M in assets, 106 participants

ZEARN's Zearn 401(k) Plan reported $7M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,600 in Educational Services (4,024 peers)

Coverage in New York

Zearn 401(k) Plan covers 106 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $7M.

#1,600
in Educational Services (4,024 peers)
+20.3%
assets growth YoY

Zearn 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Zearn 401(k) Plan vs every filed plan by assets

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

$6,513,659 Top 44% higher than 56% 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

Zearn 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. Zearn 401(k) Plan sits mid-pack in the medium band (106 participants).

EBSA filing schedule strip

Filing strip 371665745 · ZEARN PY 2022 · 401(k)

Zearn 401(k) Plan · $7M · 106 · 56th

  • VS-ST $7M
  • BOY 106
  • SCH 56th
  • EBSA 401(k)
  • PART near Pollock-Randall Funeral Home Inc. 401(k) Plan
  • TYPE ind #1600

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 Educational Services retirement plans → · Plans in New York →

Zearn 401(k) Plan in the asset neighbourhood

Zearn 401(k) Plan$7MPollock-Randall Funeral Home Inc. 401(k) PlanPollock-Randall Funeral Home…$7MThe Fletcher-Terry Company, LLC 401(k) Profit Sharing PlanThe Fletcher-Terry Company, …$7MLou Lariche Chevrolet, Inc. 401(k) Profit Sharing Plan and TrustLou Lariche Chevrolet, Inc. …$7MGraham & Company, LLC 401(k) PlanGraham & Company, LLC 401(k)…$7M
End-of-year total assets ($M) among Zearn 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN371665745
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ZEARN)

Sponsor-wide plan assets over time

All ZEARN plans reported in each filing year

Latest sponsor-wide plan assets
$14M 121.66447460636181% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.51M $14.4M ▲ +121.8%
Year Plans Participants Total Assets
2022 1 106 $7M
2023 1 160 $10M
2024 1 188 $14M

Nearby 401(k) Plans in New York

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

Zearn 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Zearn 401(k) Plan, Total assets ($B): 0.006513659 · Participants: 106Zearn 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Zearn 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Zearn 401(k) Plan side-by-side with 3 peers →

Zearn 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pollock-Randall Funeral Home Inc. 401(k) Plan in MI ($7M); by covered participants it is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Zearn 401(k) Plan assets move in 2022? ▼
Zearn 401(k) Plan grew sharply - up 20.3% during 2022, from $5M to $7M. Reported net income was $1M.
How have ZEARN plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ZEARN's sponsor-wide assets grew 121.7%, from $7M to $14M.
Which 401(k) plans are similar in size to Zearn 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pollock-Randall Funeral Home Inc. 401(k) Plan in MI ($7M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Zearn 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants, N/A 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 371665745.

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.