401(k)
2022 plan-year 401(k) DOL Form 5500

ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ZENGER GROUP, INC

This 401(k) plan holds $8M in total assets and serves 96 participants as of 2022. It is sponsored by ZENGER GROUP, INC in New York. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$8M
Participants
96
State
Industry
Manufacturing

What the Filing Says About ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST

ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) retirement plan sponsored by ZENGER GROUP, INC, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 96 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 161155698, and the plan has been effective since 1995-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2022 to $8M at year-end — a decline of 20.9%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-2,032,774 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$-2,032,774
Plan Type401(k)
Employer EIN161155698
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST?
As of the 2022 Form 5500 filing, ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST holds $8M in total assets with 96 participants. It is sponsored by ZENGER GROUP, INC.
What type of plan is ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST?
ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) plan. It has been effective since 1995-10-01. The plan is filed with the U.S. Department of Labor under EIN 161155698.
Who sponsors the ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST?
ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST is sponsored by ZENGER GROUP, INC, located in New York. The sponsor's EIN is 161155698 and the plan operates in the Manufacturing industry.
How did ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST perform in 2022?
ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST declined by 20.9% during 2022, moving from $10M to $8M in total assets. Net income was $-2,032,774.
Where can I find official filings for ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST?
Official Form 5500 filings for ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 161155698 or plan name at efast.dol.gov.
How does ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST compare to other plans?
You can compare ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 161155698.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.