401(k) · DOL Form 5500 · 2022

Creative Zest Inc. 401(k) Plan

Data updated 2026-08-25

$38K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$38,219
Avg per participant Low balance/head
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Official DOL plan name: Creative Zest Retirement Plan · Sponsored by Creative Zest Inc. · New York · Educational Services

$38K in assets, 1 participants

Creative Zest Inc.'s Creative Zest Retirement Plan reported $38K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #87 in Educational Services (4,024 peers)

2022 asset change

Creative Zest Retirement Plan contracted severely 30.8% in 2022 ($55K → $38K) for 1 participant.

#87
in Educational Services (4,024 peers)
-30.8%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Creative Zest Retirement Plan among the smaller filed plans by assets

Creative Zest Retirement Plan vs every filed plan by assets

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

$38,219 3rd percentile higher than 3% 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

Creative Zest Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Creative Zest Retirement Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 463902143 · Creative Zest Inc. PY 2022 · 401(k)

Creative Zest Retirement Plan · $38K · 1 · 3rd

  • RANK $38K
  • PHOTO 1
  • IND 3rd
  • EOY 401(k)
  • 5500 near Moorecorp, Inc. 401(k) Plan
  • ASSETS ind #87

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 Educational Services retirement plans → · Plans in New York →

Creative Zest Retirement Plan in the asset neighbourhood

Creative Zest Retirement Plan$38KMoorecorp, Inc. 401(k) Plan$38KThe Apache Railway Company 401(k) PlanThe Apache Railway Company 4…$38KKavanagh, Scully, Sudow, White & Frederick, P.C. 401(k) Profit Sharing PlanKavanagh, Scully, Sudow, Whi…$38KStamp Enterprises Inc. 401(k) PlanStamp Enterprises Inc. 401(k…$38K
End-of-year total assets ($M) among Creative Zest Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Creative Zest Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Creative Zest Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.02M$0.04M$0.06M 20222023 $0.04M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $38K
2023 1 1 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$55K
Net Assets (End of Year)$38K
Net Income-$17K
Employer EIN463902143
Plan Effective Date2013-10-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Creative Zest Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Creative Zest Retirement Plan, Total assets ($B): 0.000038219 · Participants: 1Creative Zest Retirement 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
Creative Zest Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Creative Zest Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Moorecorp, Inc. 401(k) Plan in KS ($38K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Creative Zest Retirement Plan assets move in 2022?
Creative Zest Retirement Plan contracted severely - down 30.8% during 2022, from $55K to $38K. Reported net income was -$17K.
Where does Creative Zest Retirement Plan rank by assets among Form 5500 filers?
Creative Zest Retirement Plan ranks in the 3rd 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 Creative Zest Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Moorecorp, Inc. 401(k) Plan in KS ($38K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Creative Zest Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).