401(k) · DOL Form 5500 · 2022

Zelle LLP 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
87
Participants Small participant base
88th
Percentile by assets National rank
$546,371
Avg per participant High balance/head
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Official DOL plan name: Zelle LLP Profit Sharing/401(k) Plan · Sponsored by Zelle LLP · Minnesota · Professional & Technical Services

$48M in assets, 87 participants

Zelle LLP's Zelle LLP Profit Sharing/401(k) Plan reported $48M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,092 in Professional & Technical Services (21,562 peers)

Where Zelle LLP Profit Sharing/401(k) Plan sits by assets

Zelle LLP Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $48M for 87 participants (~$546,371/participant), down 19.0% in 2022.

#19,092
in Professional & Technical Services (21,562 peers)
-19.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zelle LLP Profit Sharing/401(k) Plan's outsized position by total assets

Zelle LLP Profit Sharing/401(k) Plan vs every filed plan by assets

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

$47,534,293 Top 12% higher than 88% 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

Zelle LLP Profit Sharing/401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zelle LLP Profit Sharing/401(k) Plan is a small filing (87 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 943073879 · Zelle LLP PY 2022 · 401(k)

Zelle LLP Profit Sharing/401(k) Plan · $48M · 87 · 88th

  • TYPE $48M
  • NET 87
  • BOOK 88th
  • VS-ST 401(k)
  • BOY near Audax 401(k) Savings Plan
  • SCH ind #19092

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Zelle LLP Profit Sharing/401(k) Plan in the asset neighbourhood

West Liberty Foods, L.L.C. Employee Savings PlanWest Liberty Foods, L.L.C. E…$48MSai Global 401(k) Savings PlanSai Global 401(k) Savings Pl…$48MZelle LLP Profit Sharing/401(k) PlanZelle LLP Profit Sharing/401…$48MAudax 401(k) Savings Plan$48MSaber Healthcare 401(k) Profit Sharing PlanSaber Healthcare 401(k) Prof…$48M
End-of-year total assets ($M) among Zelle LLP Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$48M
Net Income-$11M
Employer EIN943073879
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zelle LLP)

Sponsor-wide plan assets over time

All Zelle LLP plans reported in each filing year

Latest sponsor-wide plan assets
$69M 46.167105083481516% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $47.5M $69.5M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 87 $48M
2023 1 89 $60M
2024 1 129 $69M

Nearby 401(k) Plans in Minnesota

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

Zelle LLP Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Zelle LLP Profit Sharing/401(k) Plan, Total assets ($B): 0.047534293 · Participants: 87Zelle LLP Profit Sharing/401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Zelle LLP Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Zelle LLP Profit Sharing/401(k) Plan side-by-side with 3 peers →

Zelle LLP Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Audax 401(k) Savings Plan in MA ($48M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (87 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Zelle LLP Profit Sharing/401(k) Plan assets move in 2022? ▼
Zelle LLP Profit Sharing/401(k) Plan declined sharply - down 19.0% during 2022, from $59M to $48M. Reported net income was -$11M.
How have Zelle LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zelle LLP's sponsor-wide assets grew 46.2%, from $48M to $69M.
Where does Zelle LLP Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Zelle LLP Profit Sharing/401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Zelle LLP Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Audax 401(k) Savings Plan in MA ($48M, 320 participants).
Which 401(k) plans cover a similar participant headcount to Zelle LLP Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (87 participants, $3M 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 943073879.

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.