401(k) · DOL Form 5500 · 2023

Zeta Group Engineering LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
33rd
Percentile by assets National rank
$186,668
Avg per participant Above avg balance/head
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Official DOL plan name: Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Zeta Group Engineering LLC · Wisconsin · Professional & Technical Services

$2M in assets, 13 participants

Zeta Group Engineering LLC's Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,928 in Professional & Technical Services (20,321 peers)

Zeta Group Engineering LLC multi-year trail

Zeta Group Engineering LLC's plans moved +160.4% in assets from 2022 to 2024; this filing shows Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust at $2M / 13 participants.

#5,928
in Professional & Technical Services (20,321 peers)
+51.4%
assets growth YoY

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,426,679 33rd percentile higher than 33% 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

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$278K in the plan year 2022 filing to $824K in the plan year 2023 filing.
  • Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 12 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 272909509 · Zeta Group Engineering LLC PY 2023 · 401(k)

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust · $2M · 13 · 33rd

  • PART $2M
  • TYPE 13
  • NET 33rd
  • BOOK 401(k)
  • VS-ST near Randall Mcanany Company Profit Sharing Plan
  • BOY ind #5928

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & TrustZeta Group Engineering LLC 4…$2MRandall Mcanany Company Profit Sharing PlanRandall Mcanany Company Prof…$2MMckenzie Retirement Readiness 401(k) PlanMckenzie Retirement Readines…$2MO'connor Kimball, LLP 401(k) Savings and Profit Sharing PlanO'connor Kimball, LLP 401(k)…$2MNea Therapy Providers 401(k) PlanNea Therapy Providers 401(k)…$2M
End-of-year total assets ($M) among Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Zeta Group Engineering LLC multi-year asset trail

Sponsor-wide plan assets over time

All Zeta Group Engineering LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 160.3915418379085% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.6M $4.17M ▲ +160.6%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 13 $2M
2024 1 15 $4M

Zeta Group Engineering LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$824K
Employer EIN272909509
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002426679 · Participants: 13Zeta Group Engineering LLC 401(k) Profit Sharing Plan & TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Randall Mcanany Company Profit Sharing Plan in CA ($2M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust surged - up 51.4% during 2023, from $2M to $2M. Reported net income was $824K.
How have Zeta Group Engineering LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zeta Group Engineering LLC's sponsor-wide assets grew 160.4%, from $2M to $4M.
Which 401(k) plans are similar in size to Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Randall Mcanany Company Profit Sharing Plan in CA ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Zeta Group Engineering LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 272909509.

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.