401(k) · DOL Form 5500 · 2022

Zara USA, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
2,002
Participants Near avg headcount
85th
Percentile by assets National rank
$18,099
Avg per participant Low balance/head
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Official DOL plan name: Zara USA & Related Companies 401(k) Plan · Sponsored by Zara USA, Inc. · New York · Retail Trade

$36M in assets, 2,002 participants

Zara USA, Inc.'s Zara USA & Related Companies 401(k) Plan reported $36M in total assets and 2,002 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,725 in Retail Trade (9,519 peers)

Coverage in New York

Zara USA & Related Companies 401(k) Plan covers 2,002 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $36M.

#8,725
in Retail Trade (9,519 peers)
-12.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zara USA & Related Companies 401(k) Plan's outsized position by total assets

Zara USA & Related Companies 401(k) Plan vs every filed plan by assets

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

$36,234,214 Top 15% higher than 85% 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

Zara USA & Related Companies 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zara USA & Related Companies 401(k) Plan lands in the large band (2,002 participants).

DOL schedule card

Filing strip 133471788 · Zara USA, Inc. PY 2022 · 401(k)

Zara USA & Related Companies 401(k) Plan · $36M · 2,002 · 85th

  • PHOTO $36M
  • PHOTO 2,002
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Ulse and Ulri Financial Security Plan
  • PHOTO ind #8725

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 Retail Trade retirement plans → · Plans in New York →

Zara USA & Related Companies 401(k) Plan in the asset neighbourhood

Ulse and Ulri Financial Security PlanUlse and Ulri Financial Secu…$36MKirby-Smith Machinery, Inc. 401(k) Profit Sharing PlanKirby-Smith Machinery, Inc. …$36MZara USA & Related Companies 401(k) PlanZara USA & Related Companies…$36MThe Enhanced Capital Accumulation Plan for the Employees of the Fidelity BankThe Enhanced Capital Accumul…$36MNew Venture Fund 401(k) Profit Sharing PlanNew Venture Fund 401(k) Prof…$36M
End-of-year total assets ($M) among Zara USA & Related Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$36M
Net Income-$5M
Employer EIN133471788
Plan Effective Date2011-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zara USA, Inc.)

Sponsor-wide plan assets over time

All Zara USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 45.58431707667234% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $36.2M $52.8M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 2,002 $36M
2023 1 2,354 $46M
2024 1 2,675 $53M

Nearby 401(k) Plans in New York

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

Zara USA & Related Companies 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Zara USA & Related Companies 401(k) Plan, Total assets ($B): 0.036234214 · Participants: 2002Zara USA & Related Companies 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Zara USA & Related Companies 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Zara USA & Related Companies 401(k) Plan side-by-side with 3 peers →

Zara USA & Related Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ulse and Ulri Financial Security Plan in IL ($36M); by covered participants it is The Potter Companies Retirement Savings Plan in KY (2,002 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,002 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 Zara USA & Related Companies 401(k) Plan assets move in 2022? ▼
Zara USA & Related Companies 401(k) Plan pulled back noticeably - down 12.3% during 2022, from $41M to $36M. Reported net income was -$5M.
How have Zara USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zara USA, Inc.'s sponsor-wide assets grew 45.6%, from $36M to $53M.
Where does Zara USA & Related Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Zara USA & Related Companies 401(k) Plan ranks in the 85th 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 Zara USA & Related Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ulse and Ulri Financial Security Plan in IL ($36M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Zara USA & Related Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Potter Companies Retirement Savings Plan in KY (2,002 participants, $6M 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 133471788.

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.