401(k) · DOL Form 5500 · 2022

Law Firm of David S. Zweig 401(k) Plan

Data updated 2026-08-25

$947K
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$236,809
Avg per participant Above avg balance/head
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Official DOL plan name: Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing · Sponsored by Law Firm of David S. Zweig · California · Professional & Technical Services

$947K in assets, 4 participants

Law Firm of David S. Zweig's Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing reported $947K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,452 in Professional & Technical Services (21,562 peers)

2022 asset change

Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing grew sharply 20.0% in 2022 ($790K → $947K) for 4 participants.

#4,452
in Professional & Technical Services (21,562 peers)
+20.0%
assets growth YoY

Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing among the smaller filed plans by assets

Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing vs every filed plan by assets

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

$947,234 24th percentile higher than 24% 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

Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 330306198 · Law Firm of David S. Zweig PY 2022 · 401(k)

Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing · $947K · 4 · 24th

  • ASSETS $947K
  • ASSETS 4
  • ASSETS 24th
  • ASSETS 401(k)
  • ASSETS near Solid Rock 119 Retirement Plan
  • ASSETS ind #4452

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 California →

Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing in the asset neighbourhood

Law Firm of David S. Zweig Cross-Tested 401(k) Profit SharingLaw Firm of David S. Zweig C…$947KSolid Rock 119 Retirement PlanSolid Rock 119 Retirement Pl…$947KDr. Joseph Carpentieri, Dds, 401(k) PlanDr. Joseph Carpentieri, Dds,…$947KZerbe Sisters Nursing Center, Inc. 401(k) PlanZerbe Sisters Nursing Center…$947KQuality Packaging Inc 401(k) Profit Sharing Plan & TrustQuality Packaging Inc 401(k)…$947K
End-of-year total assets ($M) among Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Law Firm of David S. Zweig years around the 2022 move

Sponsor-wide plan assets over time

All Law Firm of David S. Zweig plans reported in each filing year

Latest sponsor-wide plan assets
$866K 8.603048454764082% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M 202220232024 $0.95M $0.87M ▼ -8.4%
Year Plans Participants Total Assets
2022 1 4 $947K
2023 1 4 $970K
2024 1 4 $866K

2022 asset-move particulars

Total Assets (Beginning of Year)$790K
Net Assets (End of Year)$947K
Net Income$158K
Employer EIN330306198
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing, Total assets ($B): 0.000947234 · Participants: 4Law Firm of David S. Zweig Cross-Tested 401(k) Profit SharingWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing vs. nearby 401(k) plans in California, assets vs. participants

Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Solid Rock 119 Retirement Plan in WY ($947K); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing assets move in 2022?
Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing grew sharply - up 20.0% during 2022, from $790K to $947K. Reported net income was $158K.
How have Law Firm of David S. Zweig plan assets changed over time?
Across 3 plan years on file (2022-2024), Law Firm of David S. Zweig's sponsor-wide assets declined 8.6%, from $947K to $866K.
Where does Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing rank by assets among Form 5500 filers?
Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing?
Among 401(k) plans in other states, the closest by assets is Solid Rock 119 Retirement Plan in WY ($947K, 17 participants).
Which 401(k) plans cover a similar participant headcount to Law Firm of David S. Zweig Cross-Tested 401(k) Profit Sharing?
Among 401(k) plans in other states, the closest by covered participants is Reynolds Family Agency Retirement Plan in AL (4 participants, N/A in assets).