401(k) · DOL Form 5500 · 2022

Zotec Partners, LLC 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
1,148
Participants Near avg headcount
91st
Percentile by assets National rank
$66,226
Avg per participant Below avg balance/head
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Official DOL plan name: Zotec Partners, LLC 401(k) Plan · Sponsored by Zotec Partners, LLC · Indiana · Professional & Technical Services

$76M in assets, 1,148 participants

Zotec Partners, LLC's Zotec Partners, LLC 401(k) Plan reported $76M in total assets and 1,148 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,891 in Professional & Technical Services (21,562 peers)

Coverage in Indiana

Zotec Partners, LLC 401(k) Plan covers 1,148 participants in Indiana, 2.1x the typical Indiana plan (state average ~541 per filing). Assets: $76M.

#19,891
in Professional & Technical Services (21,562 peers)
-13.1%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zotec Partners, LLC 401(k) Plan's outsized position by total assets

Zotec Partners, LLC 401(k) Plan vs every filed plan by assets

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

$76,027,327 Top 9% higher than 91% 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

Zotec Partners, LLC 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. Zotec Partners, LLC 401(k) Plan lands in the large band (1,148 participants).

EBSA filing schedule strip

Filing strip 208762217 · Zotec Partners, LLC PY 2022 · 401(k)

Zotec Partners, LLC 401(k) Plan · $76M · 1,148 · 91st

  • 5500 $76M
  • ASSETS 1,148
  • PCT 91st
  • EIN 401(k)
  • RANK near Webco Industries, Inc. Employee Investment Plan
  • PHOTO ind #19891

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 Indiana →

Zotec Partners, LLC 401(k) Plan in the asset neighbourhood

Granger Medical Clinic, P.C. 401(k) and Profit Sharing PlanGranger Medical Clinic, P.C.…$76MZotec Partners, LLC 401(k) PlanZotec Partners, LLC 401(k) P…$76MWebco Industries, Inc. Employee Investment PlanWebco Industries, Inc. Emplo…$76MHouston Radiology Associated Profit Sharing PlanHouston Radiology Associated…$76MNeo Tech Employee 401(k) Savings & Investment PlanNeo Tech Employee 401(k) Sav…$76M
End-of-year total assets ($M) among Zotec Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$76M
Net Income-$11M
Employer EIN208762217
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zotec Partners, LLC)

Sponsor-wide plan assets over time

All Zotec Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$104M 36.238013471129925% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $76M $104M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 1,148 $76M
2023 1 1,195 $89M
2024 1 951 $104M

Nearby 401(k) Plans in Indiana

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

Zotec Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Zotec Partners, LLC 401(k) Plan, Total assets ($B): 0.076027327 · Participants: 1148Zotec Partners, LLC 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Zotec Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Zotec Partners, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Webco Industries, Inc. Employee Investment Plan in OK ($76M); by covered participants it is Auria Solutions USA, Inc. Hourly Employees' Retirement Savings Plan in MI (1,148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,148 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 Zotec Partners, LLC 401(k) Plan assets move in 2022? ▼
Zotec Partners, LLC 401(k) Plan pulled back noticeably - down 13.1% during 2022, from $87M to $76M. Reported net income was -$11M.
How have Zotec Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zotec Partners, LLC's sponsor-wide assets grew 36.2%, from $76M to $104M.
Where does Zotec Partners, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Zotec Partners, LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Zotec Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Webco Industries, Inc. Employee Investment Plan in OK ($76M, 1,226 participants).
Which 401(k) plans cover a similar participant headcount to Zotec Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Auria Solutions USA, Inc. Hourly Employees' Retirement Savings Plan in MI (1,148 participants, $30M 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 208762217.

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.