401(k) · DOL Form 5500 · 2022

Ziff Brothers Investments, L.L.C. 401(k) Plan

Data updated 2026-08-25

$189M
Total assets Near avg plan size
166
Participants Small participant base
95th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Zbi Multiple Employer 401(k) Retirement Plan · Sponsored by Ziff Brothers Investments, L.L.C. · New York · Finance & Insurance

$189M in assets, 166 participants

Ziff Brothers Investments, L.L.C.'s Zbi Multiple Employer 401(k) Retirement Plan reported $189M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,547 in Finance & Insurance (9,261 peers)

Coverage in New York

Zbi Multiple Employer 401(k) Retirement Plan covers 166 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $189M.

#8,547
in Finance & Insurance (9,261 peers)
-17.9%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zbi Multiple Employer 401(k) Retirement Plan's outsized position by total assets

Zbi Multiple Employer 401(k) Retirement Plan vs every filed plan by assets

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

$188,596,744 Top 5% higher than 95% 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

Zbi Multiple Employer 401(k) Retirement 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. Zbi Multiple Employer 401(k) Retirement Plan sits mid-pack in the medium band (166 participants).

Form 5500 schedule snapshot

Filing strip 133810050 · Ziff Brothers Investments, L.L.C. PY 2022 · 401(k)

Zbi Multiple Employer 401(k) Retirement Plan · $189M · 166 · 95th

  • TYPE $189M
  • TYPE 166
  • TYPE 95th
  • TYPE 401(k)
  • TYPE near Carhartt, Inc. 401(k) Retirement Savings Plan
  • TYPE ind #8547

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 New York →

Zbi Multiple Employer 401(k) Retirement Plan in the asset neighbourhood

Zbi Multiple Employer 401(k) Retirement PlanZbi Multiple Employer 401(k)…$189MCarhartt, Inc. 401(k) Retirement Savings PlanCarhartt, Inc. 401(k) Retire…$189MScientific Research Corporation 401(k) Profit Sharing PlanScientific Research Corporat…$189MTransform 401(k) Savings Plan$189MTransform 401(k) Savings Plan$189M
End-of-year total assets ($M) among Zbi Multiple Employer 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$230M
Net Assets (End of Year)$189M
Net Income-$41M
Employer EIN133810050
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ziff Brothers Investments, L.L.C.)

Sponsor-wide plan assets over time

All Ziff Brothers Investments, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$245M 29.810289301707137% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $189M $245M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 166 $189M
2023 1 184 $219M
2024 1 186 $245M

Nearby 401(k) Plans in New York

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

Zbi Multiple Employer 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Zbi Multiple Employer 401(k) Retirement Plan, Total assets ($B): 0.188596744 · Participants: 166Zbi Multiple Employer 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Zbi Multiple Employer 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Zbi Multiple Employer 401(k) Retirement Plan side-by-side with 3 peers →

Zbi Multiple Employer 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Carhartt, Inc. 401(k) Retirement Savings Plan in MI ($189M); by covered participants it is Client Solution Architects, LLC 401(k) Plan in PA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($189M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Zbi Multiple Employer 401(k) Retirement Plan assets move in 2022? ▼
Zbi Multiple Employer 401(k) Retirement Plan declined sharply - down 17.9% during 2022, from $230M to $189M. Reported net income was -$41M.
How have Ziff Brothers Investments, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ziff Brothers Investments, L.L.C.'s sponsor-wide assets grew 29.8%, from $189M to $245M.
Where does Zbi Multiple Employer 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Zbi Multiple Employer 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Zbi Multiple Employer 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carhartt, Inc. 401(k) Retirement Savings Plan in MI ($189M, 1,863 participants).
Which 401(k) plans cover a similar participant headcount to Zbi Multiple Employer 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Client Solution Architects, LLC 401(k) Plan in PA (166 participants, N/A 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 133810050.

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.