401(k) · DOL Form 5500 · 2022

Zoe Holding Company, Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4,188
Participants Above avg headcount
49th
Percentile by assets National rank
$1,125
Avg per participant Low balance/head
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Official DOL plan name: Zoe Holding Company, Inc 401(k) Plan · Sponsored by Zoe Holding Company, Inc · Arizona · Administrative & Support Services

$5M in assets, 4,188 participants

Zoe Holding Company, Inc's Zoe Holding Company, Inc 401(k) Plan reported $5M in total assets and 4,188 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,521 in Administrative & Support Services (4,927 peers)

Coverage in Arizona

Zoe Holding Company, Inc 401(k) Plan covers 4,188 participants in Arizona, 7.4x the typical Arizona plan (state average ~564 per filing). Assets: $5M.

#3,521
in Administrative & Support Services (4,927 peers)
-13.7%
assets change YoY

The plan reported a net loss of $747K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zoe Holding Company, Inc 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Zoe Holding Company, Inc 401(k) Plan vs every filed plan by assets

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

$4,712,356 49th percentile higher than 49% 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

Zoe Holding Company, Inc 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zoe Holding Company, Inc 401(k) Plan lands in the large band (4,188 participants).

DOL schedule card

Filing strip 860929639 · Zoe Holding Company, Inc PY 2022 · 401(k)

Zoe Holding Company, Inc 401(k) Plan · $5M · 4,188 · 49th

  • 5500 $5M
  • ASSETS 4,188
  • PCT 49th
  • EIN 401(k)
  • RANK near Ollis Akers Arney 401(k) Plan
  • PHOTO ind #3521

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 Administrative & Support Services retirement plans → · Plans in Arizona →

Zoe Holding Company, Inc 401(k) Plan in the asset neighbourhood

Zoe Holding Company, Inc 401(k) PlanZoe Holding Company, Inc 401…$5MOllis Akers Arney 401(k) Plan$5MElevate Holdings Inc 401(k) Profit Sharing Plan & TrustElevate Holdings Inc 401(k) …$5MKosmont Operations & Opportunity Locators, Inc. 401(k) Profit Sharing PlanKosmont Operations & Opportu…$5MPitt, Mcgehee, Palmer & Rivers, P.C.Pitt, Mcgehee, Palmer & Rive…$5M
End-of-year total assets ($M) among Zoe Holding Company, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$747K
Employer EIN860929639
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zoe Holding Company, Inc)

Sponsor-wide plan assets over time

All Zoe Holding Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.9212894781294114% vs 2022
2024 filing year
$4.55M$4.6M$4.65M$4.7M$4.75M 202220232024 $4.71M $4.62M ▼ -1.9%
Year Plans Participants Total Assets
2022 1 4,188 $5M
2023 1 2,509 $5M
2024 1 2,198 $5M

Nearby 401(k) Plans in Arizona

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

Zoe Holding Company, Inc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -101234 Total assets ($B) Participants Zoe Holding Company, Inc 401(k) Plan, Total assets ($B): 0.004712356 · Participants: 4188Zoe Holding Company, Inc 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Zoe Holding Company, Inc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Zoe Holding Company, Inc 401(k) Plan side-by-side with 3 peers →

Zoe Holding Company, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Ollis Akers Arney 401(k) Plan in MO ($5M); by covered participants it is Jm Family Associates' Profit Sharing and 401(k) Plan in FL (4,189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,188 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 Zoe Holding Company, Inc 401(k) Plan assets move in 2022? ▼
Zoe Holding Company, Inc 401(k) Plan pulled back noticeably - down 13.7% during 2022, from $5M to $5M. Reported net income was -$747K.
How have Zoe Holding Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zoe Holding Company, Inc's sponsor-wide assets declined 1.9%, from $5M to $5M.
Which 401(k) plans are similar in size to Zoe Holding Company, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ollis Akers Arney 401(k) Plan in MO ($5M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Zoe Holding Company, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jm Family Associates' Profit Sharing and 401(k) Plan in FL (4,189 participants, $1.3B 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 860929639.

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.