ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

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

ZUCKERMAN GRAVELY MANAGEMENT, INC.

This Profit Sharing plan holds $9M in total assets and serves N/A participants as of 2022. It is sponsored by ZUCKERMAN GRAVELY MANAGEMENT, INC. in Maryland. The plan reported a net loss of $2M for the year.

Total Assets (2023)

$9M

Participants

N/A

State

Maryland

Industry

Real Estate

What the Filing Says About ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN

ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by ZUCKERMAN GRAVELY MANAGEMENT, INC., headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers N/A participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 521804940, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2022 to $9M at year-end — a decline of 16.5%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-1,806,772 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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)	$11M
Total Assets (End of Year)	$9M
Net Assets (End of Year)	$9M
Net Income	$-1,806,772
Plan Type	Profit Sharing
Employer EIN	521804940
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (ZUCKERMAN GRAVELY MANAGEMENT, INC.)

Year	Plans	Participants	Total Assets
2022	1	N/A	$9M
2023	1	95	$10M
2024	1	104	$12M

Nearby Profit Sharing Plans in Maryland

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JOHNS HOPKINS HEALTH SYSTEM CORPORATION 403(B) PLAN $1.4B · 17,639

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Frequently Asked Questions

How much money is in the ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN? ▼

As of the 2022 Form 5500 filing, ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN holds $9M in total assets with N/A participants. It is sponsored by ZUCKERMAN GRAVELY MANAGEMENT, INC..

What type of plan is ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN? ▼

ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 521804940.

Who sponsors the ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN? ▼

ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN is sponsored by ZUCKERMAN GRAVELY MANAGEMENT, INC., located in Maryland. The sponsor's EIN is 521804940 and the plan operates in the Real Estate industry.

How did ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN perform in 2022? ▼

ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN declined by 16.5% during 2022, moving from $11M to $9M in total assets. Net income was $-1,806,772.

Where can I find official filings for ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN? ▼

Official Form 5500 filings for ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521804940 or plan name at efast.dol.gov.

How does ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN compare to other plans? ▼

You can compare ZUCKERMAN GRAVELY MANAGEMENT, INC. 401(K) RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.