Other · DOL Form 5500 · 2022

Zepf Center Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
461
Participants Below avg headcount
77th
Percentile by assets National rank
$43,806
Avg per participant Low balance/head
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Official DOL plan name: Zepf Center Retirement Savings Plan · Sponsored by Zepf Center · Ohio · Other Services

$20M in assets, 461 participants

Zepf Center's Zepf Center Retirement Savings Plan reported $20M in total assets and 461 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,381 in Other Services (8,398 peers)

Where Zepf Center Retirement Savings Plan sits by assets

Zepf Center Retirement Savings Plan sits in the top quartile of all filed plans by assets, $20M for 461 participants (~$43,806/participant), up 15.8% in 2022.

#7,381
in Other Services (8,398 peers)
+15.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Zepf Center Retirement Savings Plan's outsized position by total assets

Zepf Center Retirement Savings Plan vs every filed plan by assets

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

$20,194,417 Top 23% higher than 77% 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

Zepf Center Retirement Savings 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. Zepf Center Retirement Savings Plan sits mid-pack in the medium band (461 participants).

Form 5500 schedule snapshot

Filing strip 341168947 · Zepf Center PY 2022 · Other

Zepf Center Retirement Savings Plan · $20M · 461 · 77th

  • PCT $20M
  • PCT 461
  • PCT 77th
  • PCT Other
  • PCT near Tabor College Retirement Plan
  • PCT ind #7381

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 Other Services retirement plans → · Plans in Ohio →

Zepf Center Retirement Savings Plan in the asset neighbourhood

Montgomery Baptist Outreach Services Corporation 403b PlanMontgomery Baptist Outreach …$20MTabor College Retirement Plan$20M403(b) Thrift Plan for Employees of the San Francisco Food Bank403(b) Thrift Plan for Emplo…$20MZepf Center Retirement Savings PlanZepf Center Retirement Savin…$20MOlivet College DC Retirement PlanOlivet College DC Retirement…$20M
End-of-year total assets ($M) among Zepf Center Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN341168947
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zepf Center)

Sponsor-wide plan assets over time

All Zepf Center plans reported in each filing year

Latest sponsor-wide plan assets
$23M 12.684481062265874% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $20.2M $22.8M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 461 $20M
2023 1 463 $21M
2024 1 451 $23M

Nearby Other Plans in Ohio

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

Zepf Center Retirement Savings Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Zepf Center Retirement Savings Plan, Total assets ($B): 0.020194417 · Participants: 461Zepf Center Retirement Savings PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Zepf Center Retirement Savings Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Zepf Center Retirement Savings Plan side-by-side with 3 peers →

Zepf Center Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Tabor College Retirement Plan in KS ($20M); by covered participants it is Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan in FL (461 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (461 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 Zepf Center Retirement Savings Plan assets move in 2022? ▼
Zepf Center Retirement Savings Plan grew sharply - up 15.8% during 2022, from $17M to $20M. Reported net income was $3M.
How have Zepf Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zepf Center's sponsor-wide assets grew 12.7%, from $20M to $23M.
Where does Zepf Center Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Zepf Center Retirement Savings Plan ranks in the 77th 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 Other plans are similar in size to Zepf Center Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Tabor College Retirement Plan in KS ($20M, 155 participants).
Which Other plans cover a similar participant headcount to Zepf Center Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan in FL (461 participants, $20M 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 341168947.

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.