401(k) · DOL Form 5500 · 2022

Zick Business Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
28th
Percentile by assets National rank
$181,704
Avg per participant Above avg balance/head
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Official DOL plan name: Zick Business Advisors, Inc. Safe Harbor 401(k) · Sponsored by Zick Business Advisors, Inc. · Colorado · Professional & Technical Services

$1M in assets, 7 participants

Zick Business Advisors, Inc.'s Zick Business Advisors, Inc. Safe Harbor 401(k) reported $1M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,149 in Professional & Technical Services (21,562 peers)

2022 asset change

Zick Business Advisors, Inc. Safe Harbor 401(k) grew sharply 26.7% in 2022 ($1M → $1M) for 7 participants.

#5,149
in Professional & Technical Services (21,562 peers)
+26.7%
assets growth YoY

Zick Business Advisors, Inc. Safe Harbor 401(k) among the smaller filed plans by assets

Zick Business Advisors, Inc. Safe Harbor 401(k) vs every filed plan by assets

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

$1,271,930 28th percentile higher than 28% 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

Zick Business Advisors, Inc. Safe Harbor 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zick Business Advisors, Inc. Safe Harbor 401(k) is a micro filing (7 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 840625486 · Zick Business Advisors, Inc. PY 2022 · 401(k)

Zick Business Advisors, Inc. Safe Harbor 401(k) · $1M · 7 · 28th

  • IND $1M
  • EOY 7
  • 5500 28th
  • ASSETS 401(k)
  • PCT near Rockford Realty 401(k) Plan
  • EIN ind #5149

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 Colorado →

Zick Business Advisors, Inc. Safe Harbor 401(k) in the asset neighbourhood

Zick Business Advisors, Inc. Safe Harbor 401(k)Zick Business Advisors, Inc.…$1MRockford Realty 401(k) Plan$1MNew Age Protection, Inc. 401(k) PlanNew Age Protection, Inc. 401…$1MMfxg Inc. 401(k) Plan$1MM Squared Associates 401(k) Profit Sharing Plan and TrustM Squared Associates 401(k) …$1M
End-of-year total assets ($M) among Zick Business Advisors, Inc. Safe Harbor 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Zick Business Advisors, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Zick Business Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.7669511472339354% vs 2022
2024 filing year
$1.95M$2M$2.05M$2.1M 202220232024 $2M $1.97M ▼ -1.5%
Year Plans Participants Total Assets
2022 2 13 $2M
2023 2 15 $2M
2024 1 10 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$268K
Employer EIN840625486
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Zick Business Advisors, Inc. Safe Harbor 401(k) vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Zick Business Advisors, Inc. Safe Harbor 401(k), Total assets ($B): 0.00127193 · Participants: 7Zick Business Advisors, Inc. Safe Harbor 401(k)Davita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Zick Business Advisors, Inc. Safe Harbor 401(k) vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Zick Business Advisors, Inc. Safe Harbor 401(k) side-by-side with 3 peers →

Zick Business Advisors, Inc. Safe Harbor 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Rockford Realty 401(k) Plan in FL ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Zick Business Advisors, Inc. Safe Harbor 401(k) assets move in 2022? ▼
Zick Business Advisors, Inc. Safe Harbor 401(k) grew sharply - up 26.7% during 2022, from $1M to $1M. Reported net income was $268K.
How have Zick Business Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zick Business Advisors, Inc.'s sponsor-wide assets declined 1.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Zick Business Advisors, Inc. Safe Harbor 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Rockford Realty 401(k) Plan in FL ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Zick Business Advisors, Inc. Safe Harbor 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 840625486.

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.