401(k) · DOL Form 5500 · 2022

Zywave, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
840
Participants Near avg headcount
87th
Percentile by assets National rank
$55,690
Avg per participant Low balance/head
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Official DOL plan name: Zywave 401(k) Plan · Sponsored by Zywave, Inc. · Wisconsin · Professional & Technical Services

$47M in assets, 840 participants

Zywave, Inc.'s Zywave 401(k) Plan reported $47M in total assets and 840 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #19,057 in Professional & Technical Services (21,562 peers)

Where Zywave 401(k) Plan sits by assets

Zywave 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 840 participants (~$55,690/participant), down 8.8% in 2022.

#19,057
in Professional & Technical Services (21,562 peers)
-8.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Zywave 401(k) Plan's outsized position by total assets

Zywave 401(k) Plan vs every filed plan by assets

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

$46,779,528 Top 13% higher than 87% 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

Zywave 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. Zywave 401(k) Plan sits mid-pack in the medium band (840 participants).

EBSA filing schedule strip

Filing strip 391810743 · Zywave, Inc. PY 2022 · 401(k)

Zywave 401(k) Plan · $47M · 840 · 87th

  • PART $47M
  • PART 840
  • PART 87th
  • PART 401(k)
  • PART near Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan
  • PART ind #19057

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 Wisconsin →

Zywave 401(k) Plan in the asset neighbourhood

Zywave 401(k) Plan$47MLevine & Staller, P.a. 401(k) Safe Harbor Profit Sharing PlanLevine & Staller, P.a. 401(k…$47MAmobee Inc. 401(k) Plan$47MWoods Rogers Vandeventer Black 401(k) and Profit Sharing PlanWoods Rogers Vandeventer Bla…$47MAmsc 401(k) Savings Plan$47M
End-of-year total assets ($M) among Zywave 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$47M
Net Income-$4M
Employer EIN391810743
Plan Effective Date2013-11-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Zywave, Inc.)

Sponsor-wide plan assets over time

All Zywave, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 41.03840680051325% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $46.8M $66M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 840 $47M
2023 1 892 $57M
2024 1 658 $66M

Nearby 401(k) Plans in Wisconsin

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

Zywave 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Zywave 401(k) Plan, Total assets ($B): 0.046779528 · Participants: 840Zywave 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Zywave 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Zywave 401(k) Plan side-by-side with 3 peers →

Zywave 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan in PA ($47M); by covered participants it is Plaid 401(k) Plan in CA (840 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (840 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 Zywave 401(k) Plan assets move in 2022? ▼
Zywave 401(k) Plan pulled back noticeably - down 8.8% during 2022, from $51M to $47M. Reported net income was -$4M.
How have Zywave, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zywave, Inc.'s sponsor-wide assets grew 41.0%, from $47M to $66M.
Where does Zywave 401(k) Plan rank by assets among Form 5500 filers? ▼
Zywave 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Zywave 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan in PA ($47M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Zywave 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plaid 401(k) Plan in CA (840 participants, $41M 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 391810743.

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.