Profit Sharing · DOL Form 5500 · 2022

Roger Zatkoff Company Profit Sharing Plan

Data updated 2026-08-11

$126M
Total assets
174
Participants
94th
Percentile by assets
$722,229
Avg per participant
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Official DOL plan name: Roger Zatkoff Company Employees' Profit Sharing Retirement Plan · Sponsored by Roger Zatkoff Company · Michigan · Wholesale Trade

$126M in assets, 174 participants

Roger Zatkoff Company's Roger Zatkoff Company Employees' Profit Sharing Retirement Plan reported $126M in total assets and 174 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #6,514 in Wholesale Trade (6,843 peers)

Coverage in Michigan

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan covers 174 participants in Michigan, about 27% of the average Michigan filer (state average ~638 per filing). Assets: $126M.

$126M
total plan assets (2022 EOY)
174
covered participants
94th
percentile by assets (of 139,126 plans)
$722,229
avg assets per participant
State
Industry

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. Roger Zatkoff Company Employees' Profit Sharing Retirement Plan reports 174 participants - about 27% of that state average ($126M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$126M
Net Income$18M
Employer EIN381683798
Plan Effective Date1969-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Roger Zatkoff Company)

$120M$140M$160M$180M 202220232024 $126M $170M â–˛ +35.0%
Total plan assets by year, all Roger Zatkoff Company plans on file
Year Plans Participants Total Assets
2022 1 174 $126M
2023 1 180 $148M
2024 1 183 $170M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 00.511.52 Total assets ($B) Participants Roger Zatkoff Compan…Henry Ford Health Sy…Construction Industr…Ohio Carpenters' Ann…IBEW Local 150 Suppl…Hemlock Semiconducto…
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Roger Zatkoff Company Employees' Profit Sharing Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Roger Zatkoff Company Employees' Profit Sharing Retirement Plan assets move in 2022?
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan grew sharply - up 17.2% during 2022, from $107M to $126M. Reported net income was $18M.
How have Roger Zatkoff Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Roger Zatkoff Company's sponsor-wide assets grew 35.0%, from $126M to $170M.
Where does Roger Zatkoff Company Employees' Profit Sharing Retirement Plan rank by assets among Form 5500 filers?
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Roger Zatkoff Company Employees' Profit Sharing Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Greenwich Hospital Retirement and Savings Plan in CT ($126M, 2,255 participants).

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Filing takeaways

Ways to act on Roger Zatkoff Company Employees' Profit Sharing Retirement Plan's numbers.