Profit Sharing · DOL Form 5500 · 2023

Zj Co. Profit Sharing Plan

Data updated 2026-08-25

$921K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$230,227
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zj Co. Retirement Plan · Sponsored by Zj Co. · Arizona · Retail Trade

$921K in assets, 4 participants

Zj Co.'s Zj Co. Retirement Plan reported $921K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,970 in Retail Trade (8,414 peers)

Zj Co. multi-year trail

Zj Co.'s plans moved -30.8% in assets from 2022 to 2024; this filing shows Zj Co. Retirement Plan at $921K / 4 participants.

#2,970
in Retail Trade (8,414 peers)
-23.5%
assets change YoY

The plan reported a net loss of $282K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zj Co. Retirement Plan among the smaller filed plans by assets

Zj Co. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$920,906 23rd percentile higher than 23% of 127,068 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 2023

Zj Co. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zj Co. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zj Co. Retirement Plan reported net income fell from -$218K in the plan year 2022 filing to -$282K in the plan year 2023 filing.
  • Zj Co. Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $921K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454851836 · Zj Co. PY 2023 · Profit Sharing

Zj Co. Retirement Plan · $921K · 4 · 23rd

  • SCH $921K
  • SCH 4
  • SCH 23rd
  • SCH Profit Sharing
  • SCH near Pd's Rnb Enterprises, Inc. Profit Sharing Plan
  • SCH ind #2970

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 Arizona →

Zj Co. Retirement Plan in the asset neighbourhood

Zj Co. Retirement Plan$921KPd's Rnb Enterprises, Inc. Profit Sharing PlanPd's Rnb Enterprises, Inc. P…$921KRobert J. Allen, Cpa, PC 401(k) Profit Sharing PlanRobert J. Allen, Cpa, PC 401…$921KS.K., Inc. Profit Sharing PlanS.K., Inc. Profit Sharing Pl…$921KKlarin & Associates Certified Public Accountants, Inc. Profit Sharing Plan and TrustKlarin & Associates Certifie…$922K
End-of-year total assets ($M) among Zj Co. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Zj Co. multi-year asset trail

Sponsor-wide plan assets over time

All Zj Co. plans reported in each filing year

Latest sponsor-wide plan assets
$832K 30.837044314012964% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $1.2M $0.83M ▼ -30.8%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $921K
2024 1 4 $832K

Zj Co. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$921K
Net Income-$282K
Employer EIN454851836
Plan Effective Date2012-03-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Zj Co. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Zj Co. Retirement Plan, Total assets ($M): 0.920906 · Participants: 4Zj Co. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Zj Co. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Zj Co. Retirement Plan side-by-side with 3 peers →

Zj Co. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Pd's Rnb Enterprises, Inc. Profit Sharing Plan in CA ($921K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zj Co. Retirement Plan assets move in 2023? ▼
Zj Co. Retirement Plan declined sharply - down 23.5% during 2023, from $1M to $921K. Reported net income was -$282K.
How have Zj Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zj Co.'s sponsor-wide assets declined 30.8%, from $1M to $832K.
Where does Zj Co. Retirement Plan rank by assets among Form 5500 filers? ▼
Zj Co. Retirement Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Zj Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pd's Rnb Enterprises, Inc. Profit Sharing Plan in CA ($921K, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Zj Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454851836.

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.