401(k) · DOL Form 5500 · 2022
Ziff Brothers Investments, L.L.C. 401(k) Plan
Data updated 2026-08-11
- $189M
- Total assets
- 166
- Participants
- 95th
- Percentile by assets
- $1.1M
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $189M
- total plan assets (2022 EOY)
- 166
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $1.1M
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Zbi Multiple Employer 401(k) Retirement Plan reports 166 participants - about 21% of that state average ($189M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $230M |
|---|---|
| Net Assets (End of Year) | $189M |
| Net Income | -$41M |
| Employer EIN | 133810050 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ziff Brothers Investments, L.L.C.)
| 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
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Zbi Multiple Employer 401(k) Retirement Plan by total assets, not by location.
- Carhartt, Inc. 401(k) Retirement Savings Plan (MI) $189M · 1,863
- Scientific Research Corporation 401(k) Profit Sharing Plan (GA) $189M · 1,674
- Transform 401(k) Savings Plan (IL) $189M · 7,655
- Transform 401(k) Savings Plan (IL) $189M · 7,655
Frequently Asked Questions
How did Zbi Multiple Employer 401(k) Retirement Plan assets move in 2022? ▼
How have Ziff Brothers Investments, L.L.C. plan assets changed over time? ▼
Where does Zbi Multiple Employer 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Zbi Multiple Employer 401(k) Retirement Plan? ▼
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Filing takeaways
Ways to act on Zbi Multiple Employer 401(k) Retirement Plan's numbers.
- By total assets, Zbi Multiple Employer 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Ziff Brothers Investments, L.L.C.'s sponsor-wide assets have grown 29.8% since 2022 across 3 plan years on file. More Finance & Insurance plans