401(k) · DOL Form 5500 · 2022

Zhang & Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
21
Participants Small participant base
50th
Percentile by assets National rank
$228,570
Avg per participant Above avg balance/head
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Official DOL plan name: Zhang & Associates, P.C. 401(k) Plan · Sponsored by Zhang & Associates, P.C. · Texas · Professional & Technical Services

$5M in assets, 21 participants

Zhang & Associates, P.C.'s Zhang & Associates, P.C. 401(k) Plan reported $5M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #10,250 in Professional & Technical Services (21,562 peers)

Zhang & Associates, P.C. multi-year trail

Zhang & Associates, P.C.'s plans moved +46.1% in assets from 2022 to 2024; this filing shows Zhang & Associates, P.C. 401(k) Plan at $5M / 21 participants.

#10,250
in Professional & Technical Services (21,562 peers)
-10.2%
assets change YoY

The plan reported a net loss of $545K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zhang & Associates, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Zhang & Associates, P.C. 401(k) Plan vs every filed plan by assets

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

$4,799,980 Top 50% higher than 50% 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

Zhang & Associates, P.C. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zhang & Associates, P.C. 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

DOL schedule card

Filing strip 760519691 · Zhang & Associates, P.C. PY 2022 · 401(k)

Zhang & Associates, P.C. 401(k) Plan · $5M · 21 · 50th

  • TYPE $5M
  • TYPE 21
  • TYPE 50th
  • TYPE 401(k)
  • TYPE near Intellectual Technology Inc 401(k) Profit Sharing Plan
  • TYPE ind #10250

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 Professional & Technical Services retirement plans → · Plans in Texas →

Zhang & Associates, P.C. 401(k) Plan in the asset neighbourhood

Zhang & Associates, P.C. 401(k) PlanZhang & Associates, P.C. 401…$5MIntellectual Technology Inc 401(k) Profit Sharing PlanIntellectual Technology Inc …$5MAbsolute Group 401(k) Plan$5MJeffrey J Kimbell & Associates 401(k) Profit Sharing PlanJeffrey J Kimbell & Associat…$5M401(k) Profit Sharing Plan for Employees of Community Action Partnership of Sonoma County401(k) Profit Sharing Plan f…$5M
End-of-year total assets ($M) among Zhang & Associates, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Zhang & Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Zhang & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 46.10427543448098% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.8M $7.01M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 21 $5M
2023 1 12 $6M
2024 1 15 $7M

Zhang & Associates, P.C. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$545K
Employer EIN760519691
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Zhang & Associates, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Zhang & Associates, P.C. 401(k) Plan, Total assets ($B): 0.00479998 · Participants: 21Zhang & Associates, P.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Zhang & Associates, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Zhang & Associates, P.C. 401(k) Plan side-by-side with 3 peers →

Zhang & Associates, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Intellectual Technology Inc 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Zhang & Associates, P.C. 401(k) Plan assets move in 2022? ▼
Zhang & Associates, P.C. 401(k) Plan pulled back noticeably - down 10.2% during 2022, from $5M to $5M. Reported net income was -$545K.
How have Zhang & Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zhang & Associates, P.C.'s sponsor-wide assets grew 46.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Zhang & Associates, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intellectual Technology Inc 401(k) Profit Sharing Plan in CA ($5M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Zhang & Associates, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 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 760519691.

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.