401(k) · DOL Form 5500 · 2022

Zuckerman Gravely Management, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
N/A
Participants Small participant base
63rd
Percentile by assets National rank
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Official DOL plan name: Zuckerman Gravely Management, Inc. 401(k) Retirement Plan · Sponsored by Zuckerman Gravely Management, Inc. · Maryland · Real Estate

$9M in assets, N/A participants

Zuckerman Gravely Management, Inc.'s Zuckerman Gravely Management, Inc. 401(k) Retirement Plan reported $9M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,975 in Real Estate (5,057 peers)

Zuckerman Gravely Management, Inc. multi-year trail

Zuckerman Gravely Management, Inc.'s plans moved +30.1% in assets from 2022 to 2024; this filing shows Zuckerman Gravely Management, Inc. 401(k) Retirement Plan at $9M / N/A participants.

#3,975
in Real Estate (5,057 peers)
-16.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zuckerman Gravely Management, Inc. 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Zuckerman Gravely Management, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$9,114,221 Top 37% higher than 63% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 521804940 · Zuckerman Gravely Management, Inc. PY 2022 · 401(k)

Zuckerman Gravely Management, Inc. 401(k) Retirement Plan · $9M · N/A · 63rd

  • EOY $9M
  • EOY N/A
  • EOY 63rd
  • EOY 401(k)
  • EOY near Sippel Co., Inc. Savings Plan
  • EOY ind #3975

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 Real Estate retirement plans → · Plans in Maryland →

Zuckerman Gravely Management, Inc. 401(k) Retirement Plan in the asset neighbourhood

Zuckerman Gravely Management, Inc. 401(k) Retirement PlanZuckerman Gravely Management…$9MSippel Co., Inc. Savings Plan$9MDomaine Carneros, Ltd 401(k) Profit Sharing PlanDomaine Carneros, Ltd 401(k)…$9MInterstate Roofing and Waterproofing, Inc. 401(k) Salary Reduction PlanInterstate Roofing and Water…$9MEnergy Management Collaborative 401 (K) PlanEnergy Management Collaborat…$9M
End-of-year total assets ($M) among Zuckerman Gravely Management, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Zuckerman Gravely Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Zuckerman Gravely Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 30.09395975805283% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.11M $11.9M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 N/A $9M
2023 1 95 $10M
2024 1 104 $12M

Zuckerman Gravely Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN521804940
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Zuckerman Gravely Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Zuckerman Gravely Management, Inc. 401(k) Retirement Plan, Total assets ($B): 0.009114221 · Participants: 0Zuckerman Gravely Management, Inc. 401(k) Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Zuckerman Gravely Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Zuckerman Gravely Management, Inc. 401(k) Retirement Plan's closest out-of-state 401(k) peers by assets

Outside Maryland, the nearest 401(k) by end-of-year assets is Sippel Co., Inc. Savings Plan in PA at $9M (this filing: $9M).

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 Zuckerman Gravely Management, Inc. 401(k) Retirement Plan assets move in 2022?
Zuckerman Gravely Management, Inc. 401(k) Retirement Plan declined sharply - down 16.5% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Zuckerman Gravely Management, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Zuckerman Gravely Management, Inc.'s sponsor-wide assets grew 30.1%, from $9M to $12M.
Which 401(k) plans are similar in size to Zuckerman Gravely Management, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Sippel Co., Inc. Savings Plan in PA ($9M, 124 participants).