Profit Sharing · DOL Form 5500 · 2022

Martin & Zerfoss, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
26
Participants Small participant base
39th
Percentile by assets National rank
$104,398
Avg per participant Below avg balance/head
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Official DOL plan name: Martin & Zerfoss, Inc. Profit Sharing Plan · Sponsored by Martin & Zerfoss, Inc. · Tennessee · Finance & Insurance

$3M in assets, 26 participants

Martin & Zerfoss, Inc.'s Martin & Zerfoss, Inc. Profit Sharing Plan reported $3M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,419 in Finance & Insurance (9,261 peers)

Martin & Zerfoss, Inc. multi-year trail

Martin & Zerfoss, Inc.'s plans moved +67.0% in assets from 2022 to 2024; this filing shows Martin & Zerfoss, Inc. Profit Sharing Plan at $3M / 26 participants.

#2,419
in Finance & Insurance (9,261 peers)
-8.4%
assets change YoY

The plan reported a net loss of $248K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Martin & Zerfoss, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Martin & Zerfoss, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,714,355 39th percentile higher than 39% 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

Martin & Zerfoss, Inc. Profit Sharing 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. Martin & Zerfoss, Inc. Profit Sharing Plan is a small filing (26 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 621583563 · Martin & Zerfoss, Inc. PY 2022 · Profit Sharing

Martin & Zerfoss, Inc. Profit Sharing Plan · $3M · 26 · 39th

  • RANK $3M
  • RANK 26
  • RANK 39th
  • RANK Profit Sharing
  • RANK near Behavioral Health Specialists Retirement Plan
  • RANK ind #2419

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Martin & Zerfoss, Inc. Profit Sharing Plan in the asset neighbourhood

Martin & Zerfoss, Inc. Profit Sharing PlanMartin & Zerfoss, Inc. Profi…$3MBehavioral Health Specialists Retirement PlanBehavioral Health Specialist…$3MSisler's Dairy Products Co., Inc. Profit Sharing PlanSisler's Dairy Products Co.,…$3MYoder Farm & Drainage, Inc. Employees Profit Sharing PlanYoder Farm & Drainage, Inc. …$3MSimon a Levit Md Profit Sharing PlanSimon a Levit Md Profit Shar…$3M
End-of-year total assets ($M) among Martin & Zerfoss, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Martin & Zerfoss, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Martin & Zerfoss, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 66.96349593181438% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.71M $4.53M ▲ +67.2%
Year Plans Participants Total Assets
2022 1 26 $3M
2023 1 26 $4M
2024 1 38 $5M

Martin & Zerfoss, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$248K
Employer EIN621583563
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Martin & Zerfoss, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600 Total assets ($M) Participants Martin & Zerfoss, Inc. Profit Sharing Plan, Total assets ($M): 2.714355 · Participants: 26Martin & Zerfoss, Inc. Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 463.186741 · Participants: 5937Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 77.087682 · Participants: 740Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 65.745095 · Participants: 1451New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 53.69646 · Participants: 236Ulps Employee Savings PlanUniversity School of Nashville Retirement Plan, Total assets ($M): 33.845021 · Participants: 209University School of Nashville Retirement Plan
Martin & Zerfoss, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Martin & Zerfoss, Inc. Profit Sharing Plan side-by-side with 3 peers →

Martin & Zerfoss, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Behavioral Health Specialists Retirement Plan in NE ($3M); by covered participants it is Petite Coconut, Inc. Profit Sharing Plan in FL (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Martin & Zerfoss, Inc. Profit Sharing Plan assets move in 2022? ▼
Martin & Zerfoss, Inc. Profit Sharing Plan pulled back noticeably - down 8.4% during 2022, from $3M to $3M. Reported net income was -$248K.
How have Martin & Zerfoss, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin & Zerfoss, Inc.'s sponsor-wide assets grew 67.0%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Martin & Zerfoss, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Behavioral Health Specialists Retirement Plan in NE ($3M, 101 participants).
Which Profit Sharing plans cover a similar participant headcount to Martin & Zerfoss, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Petite Coconut, Inc. Profit Sharing Plan in FL (26 participants, $332K 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 621583563.

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.