Profit Sharing · DOL Form 5500 · 2022

Roger Zatkoff Company Profit Sharing Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
174
Participants Small participant base
94th
Percentile by assets National rank
$722,229
Avg per participant High balance/head
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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.

  • #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.

#6,514
in Wholesale Trade (6,843 peers)
+17.2%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan's outsized position by total assets

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan vs every filed plan by assets

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

$125,667,858 Top 6% higher than 94% 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

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roger Zatkoff Company Employees' Profit Sharing Retirement Plan sits mid-pack in the medium band (174 participants).

Published 5500 schedule card

Filing strip 381683798 · Roger Zatkoff Company PY 2022 · Profit Sharing

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan · $126M · 174 · 94th

  • BOY $126M
  • BOY 174
  • BOY 94th
  • BOY Profit Sharing
  • BOY near Greenwich Hospital Retirement and Savings Plan
  • BOY ind #6514

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 Wholesale Trade retirement plans → · Plans in Michigan →

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan in the asset neighbourhood

Nnpp Contractor Capital Accumulation PlanNnpp Contractor Capital Accu…$126MGreenwich Hospital Retirement and Savings PlanGreenwich Hospital Retiremen…$126MRoger Zatkoff Company Employees' Profit Sharing Retirement PlanRoger Zatkoff Company Employ…$126MPointers, Cleaners & Caulkers Annuity FundPointers, Cleaners & Caulker…$125MSheet Metal, Air, Rail Transportation Local No.27Sheet Metal, Air, Rail Trans…$124M
End-of-year total assets ($M) among Roger Zatkoff Company Employees' Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Roger Zatkoff Company plans reported in each filing year

Latest sponsor-wide plan assets
$170M 35.02549633654136% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $126M $170M ▲ +35.0%
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 Scatter plot of 6 data points. -500005000100001500020000 00.511.52 Total assets ($B) Participants Roger Zatkoff Company Employees' Profit Sharing Retirement Plan, Total assets ($B): 0.125667858 · Participants: 174Roger Zatkoff Company Employees' Profit Sharing Retirement PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.562673044 · Participants: 15480Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.474769731 · Participants: 10395Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.370960232 · Participants: 8330Ohio Carpenters' Annuity PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.247597207 · Participants: 1286IBEW Local 150 Supplemental Pension FundHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.233598708 · Participants: 687Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Roger Zatkoff Company Employees' Profit Sharing Retirement Plan side-by-side with 3 peers →

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Greenwich Hospital Retirement and Savings Plan in CT ($126M); by covered participants it is Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust Agreement in FL (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($126M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 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).
Which Profit Sharing plans cover a similar participant headcount to Roger Zatkoff Company Employees' Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust Agreement in FL (174 participants, $30M 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 381683798.

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.