401(k) · DOL Form 5500 · 2022
Zurn LLC 401(k) Plan
Data updated 2026-08-25
- $201M
- Total assets Near avg plan size
- 1,846
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $109,123
- Avg per participant Below avg balance/head
Official DOL plan name: Zurn 401(k) Plan · Sponsored by Zurn LLC · Wisconsin · Manufacturing
$201M in assets, 1,846 participants
Zurn LLC's Zurn 401(k) Plan reported $201M in total assets and 1,846 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #19,186 in Manufacturing (20,602 peers)
Coverage in Wisconsin
Zurn 401(k) Plan covers 1,846 participants in Wisconsin, 3.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $201M.
- #19,186
- in Manufacturing (20,602 peers)
- -25.1%
- assets change YoY
- 2.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $69M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zurn 401(k) Plan's outsized position by total assets
Zurn 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$201,441,518 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Zurn 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. Zurn 401(k) Plan lands in the large band (1,846 participants).
Form 5500 schedule snapshot
Filing strip 043722228 · Zurn LLC PY 2022 · 401(k)
Zurn 401(k) Plan · $201M · 1,846 · 96th
- EOY $201M
- 5500 1,846
- ASSETS 96th
- PCT 401(k)
- EIN near Jbp Co. , Inc. 401(k) Savings Plan
- RANK ind #19186
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 Manufacturing retirement plans → · Plans in Wisconsin →
Zurn 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $269M |
|---|---|
| Net Assets (End of Year) | $201M |
| Net Income | -$69M |
| Employer EIN | 043722228 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zurn LLC)
Sponsor-wide plan assets over time
All Zurn LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $567M 47.443660773372166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,971 | $385M |
| 2023 | 2 | 2,044 | $531M |
| 2024 | 2 | 1,885 | $567M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Zurn 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Jbp Co. , Inc. 401(k) Savings Plan in TX ($201M); by covered participants it is Morgan Properties 401(k) Plan in PA (1,845 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($201M here).
- Jbp Co. , Inc. 401(k) Savings Plan (TX) $201M · 6,452
- Gibbons P.C. Thrift Savings Plan & Trust (NJ) $201M · 288
- Troon Golf, L.L.C. 401(k) Plan (AZ) $201M · 19,370
- Winco Foods 401(k) Plan (ID) $202M · 20,151
Similar participant headcount
Nearest other-state filings by covered participants (1,846 participants); asset peers above are excluded.
- Morgan Properties 401(k) Plan (PA) 1,845 · 1 off
- Mw&e Savings and Retirement Plan (IL) 1,845 · 1 off
- Valmet, Inc. Retirement Savings Plan (GA) 1,845 · 1 off
- Walser Automotive Group, LLC Savings and Investment Plan (MN) 1,845 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.