401(k) · DOL Form 5500 · 2022
Nic & Zoe Company 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $50,194
- Avg per participant Low balance/head
Official DOL plan name: Nic & Zoe Company 401(k) Profit Sharing Plan & Trust · Sponsored by Nic & Zoe Company · Massachusetts · Retail Trade
$6M in assets, 128 participants
Nic & Zoe Company's Nic & Zoe Company 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 128 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.
- #6,248 in Retail Trade (9,519 peers)
Coverage in Massachusetts
Nic & Zoe Company 401(k) Profit Sharing Plan & Trust covers 128 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.
- #6,248
- in Retail Trade (9,519 peers)
- -13.7%
- 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.
Nic & Zoe Company 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers
Nic & Zoe Company 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,424,887 Top 44% higher than 56% 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
Nic & Zoe Company 401(k) Profit Sharing Plan & Trust 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. Nic & Zoe Company 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (128 participants).
EBSA filing schedule strip
Filing strip 043149253 · Nic & Zoe Company PY 2022 · 401(k)
Nic & Zoe Company 401(k) Profit Sharing Plan & Trust · $6M · 128 · 56th
- BOOK $6M
- VS-ST 128
- BOY 56th
- SCH 401(k)
- EBSA near Atlas Plumbing, LLC Retirement Savings Plan
- PART ind #6248
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 Retail Trade retirement plans → · Plans in Massachusetts →
Nic & Zoe Company 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 043149253 |
| Plan Effective Date | 1996-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Nic & Zoe Company 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Atlas Plumbing, LLC Retirement Savings Plan in VA ($6M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 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.