401(k) · DOL Form 5500 · 2022

Zest Anchors, LLC 401(k) Plan

Q: How did Zest Anchors, LLC 401(k) Plan assets move in 2022?

Zest Anchors, LLC 401(k) Plan declined sharply - down 20.1% during 2022, from $20M to $16M. Reported net income was -$4M.

Q: How have Zest Anchors, LLC plan assets changed over time?

Across 3 plan years on file (2022-2024), Zest Anchors, LLC's sponsor-wide assets grew 31.2%, from $16M to $21M.

Q: Which 401(k) plans are similar in size to Zest Anchors, LLC 401(k) Plan?

Among 401(k) plans in other states, the closest by assets is Antonio Sofo & Son Importing Co. Employees' 401(k) Plan in OH ($16M, 451 participants).

Q: Which 401(k) plans cover a similar participant headcount to Zest Anchors, LLC 401(k) Plan?

Among 401(k) plans in other states, the closest by covered participants is Royal Crest Dairy, Inc. 401(k) Plan in CO (217 participants, $6M in assets).

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 217
Participants Below avg headcount: 74th
Percentile by assets National rank: $74,241
Avg per participant Below avg balance/head

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Official DOL plan name: Zest Anchors, LLC 401(k) Plan · Sponsored by Zest Anchors, LLC · California · Healthcare & Social Assistance

$16M in assets, 217 participants

Zest Anchors, LLC's Zest Anchors, LLC 401(k) Plan reported $16M in total assets and 217 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

#15,670 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Zest Anchors, LLC 401(k) Plan covers 217 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $16M.

#15,670
in Healthcare & Social Assistance (20,060 peers): -20.1%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zest Anchors, LLC 401(k) Plan's outsized position by total assets

Zest Anchors, LLC 401(k) Plan vs every filed plan by assets

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

$16,110,248 Top 26% higher than 74% 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

Zest Anchors, LLC 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. Zest Anchors, LLC 401(k) Plan sits mid-pack in the medium band (217 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

EBSA filing schedule strip

Filing strip 271463784 · Zest Anchors, LLC PY 2022 · 401(k)

Zest Anchors, LLC 401(k) Plan · $16M · 217 · 74th

TYPE $16M
TYPE 217
TYPE 74th
TYPE 401(k)
TYPE near Antonio Sofo & Son Importing Co. Employees' 401(k) Plan
TYPE ind #15670

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 Healthcare & Social Assistance retirement plans → · Plans in California →

End-of-year total assets ($M) among Zest Anchors, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$16M
Net Income	-$4M
Employer EIN	271463784
Plan Effective Date	1989-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Zest Anchors, LLC)

Latest sponsor-wide plan assets: $21M 31.238867334630726% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	217	$16M
2023	1	205	$19M
2024	1	202	$21M

Nearby 401(k) Plans in California

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

Zest Anchors, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Zest Anchors, LLC 401(k) Plan side-by-side with 3 peers →

Zest Anchors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Antonio Sofo & Son Importing Co. Employees' 401(k) Plan in OH ($16M); by covered participants it is Royal Crest Dairy, Inc. 401(k) Plan in CO (217 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Antonio Sofo & Son Importing Co. Employees' 401(k) Plan (OH) $16M · 451
Galaxy Digital Services LLC 401(k) Plan (NY) $16M · 260
Muss Development Company Savings and Investment Plan (NY) $16M · 75
Impact Outsourcing Solutions, Inc. 401(k) Plan (GA) $16M · 1,504

Similar participant headcount

Nearest other-state filings by covered participants (217 participants); asset peers above are excluded.

Royal Crest Dairy, Inc. 401(k) Plan (CO) 217 · 0 off
Ebh 401(k) Plan (TX) 217 · 0 off
Northwest Tire, Inc. 401(k) Profit Sharing Plan (ND) 217 · 0 off
Avidity Science Retirement Savings Plan (WI) 217 · 0 off

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 Zest Anchors, LLC 401(k) Plan assets move in 2022? ▼

Zest Anchors, LLC 401(k) Plan declined sharply - down 20.1% during 2022, from $20M to $16M. Reported net income was -$4M.

How have Zest Anchors, LLC plan assets changed over time? ▼