401(k) · DOL Form 5500 · 2022

Zoeller Company 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
581
Participants Below avg headcount
93rd
Percentile by assets National rank
$164,635
Avg per participant Above avg balance/head
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Official DOL plan name: Zoeller Company Retirement Savings Plan and Trust · Sponsored by Zoeller Company · Kentucky · Manufacturing

$96M in assets, 581 participants

Zoeller Company's Zoeller Company Retirement Savings Plan and Trust reported $96M in total assets and 581 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,239 in Manufacturing (20,602 peers)

Where Zoeller Company Retirement Savings Plan and Trust sits by assets

Zoeller Company Retirement Savings Plan and Trust sits in the top 10% of all filed plans by assets, $96M for 581 participants (~$164,635/participant), down 17.7% in 2022.

#18,239
in Manufacturing (20,602 peers)
-17.7%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zoeller Company Retirement Savings Plan and Trust's outsized position by total assets

Zoeller Company Retirement Savings Plan and Trust vs every filed plan by assets

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

$95,652,965 Top 7% higher than 93% 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

Zoeller Company Retirement Savings Plan and Trust 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. Zoeller Company Retirement Savings Plan and Trust sits mid-pack in the medium band (581 participants).

EBSA filing schedule strip

Filing strip 610495071 · Zoeller Company PY 2022 · 401(k)

Zoeller Company Retirement Savings Plan and Trust · $96M · 581 · 93rd

  • BOOK $96M
  • BOOK 581
  • BOOK 93rd
  • BOOK 401(k)
  • BOOK near Karl Storz Imaging, Inc. Employees' Savings Plan
  • BOOK ind #18239

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 Kentucky →

Zoeller Company Retirement Savings Plan and Trust in the asset neighbourhood

Uipath, Inc. Profit Sharing Plan and TrustUipath, Inc. Profit Sharing …$96MPaul C. Higginbotham & Co. Savings and Investment Plan and TrustPaul C. Higginbotham & Co. S…$96MZoeller Company Retirement Savings Plan and TrustZoeller Company Retirement S…$96MKarl Storz Imaging, Inc. Employees' Savings PlanKarl Storz Imaging, Inc. Emp…$96MNtt Data Business Solutions Inc. 401(k) Profit Sharing PlanNtt Data Business Solutions …$96M
End-of-year total assets ($M) among Zoeller Company Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$96M
Net Income-$21M
Employer EIN610495071
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zoeller Company)

Sponsor-wide plan assets over time

All Zoeller Company plans reported in each filing year

Latest sponsor-wide plan assets
$118M 23.304530079125097% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $95.7M $118M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 581 $96M
2023 1 661 $107M
2024 1 661 $118M

Nearby 401(k) Plans in Kentucky

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

Zoeller Company Retirement Savings Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Zoeller Company Retirement Savings Plan and Trust, Total assets ($B): 0.095652965 · Participants: 581Zoeller Company Retirement Savings Plan and TrustHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Zoeller Company Retirement Savings Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Zoeller Company Retirement Savings Plan and Trust side-by-side with 3 peers →

Zoeller Company Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Karl Storz Imaging, Inc. Employees' Savings Plan in CA ($96M); by covered participants it is Air Canada U.S. Tax Incentive Savings Plan in (581 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (581 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 Zoeller Company Retirement Savings Plan and Trust assets move in 2022? ▼
Zoeller Company Retirement Savings Plan and Trust declined sharply - down 17.7% during 2022, from $116M to $96M. Reported net income was -$21M.
How have Zoeller Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zoeller Company's sponsor-wide assets grew 23.3%, from $96M to $118M.
Where does Zoeller Company Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Zoeller Company Retirement Savings Plan and Trust ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Zoeller Company Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Karl Storz Imaging, Inc. Employees' Savings Plan in CA ($96M, 346 participants).
Which 401(k) plans cover a similar participant headcount to Zoeller Company Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Canada U.S. Tax Incentive Savings Plan in (581 participants, $42M 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 610495071.

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.