401(k) · DOL Form 5500 · 2023

The Zimdars Co., Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 4
Participants Small participant base: 51st
Percentile by assets National rank: $1.7M
Avg per participant High balance/head

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Official DOL plan name: Zimdars 401(k) Plan and Trust · Sponsored by The Zimdars Co., Inc. · Wisconsin · Finance & Insurance

$7M in assets, 4 participants

The Zimdars Co., Inc.'s Zimdars 401(k) Plan and Trust reported $7M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#3,210 in Finance & Insurance (8,869 peers)

The Zimdars Co., Inc. multi-year trail

The Zimdars Co., Inc.'s plans moved +27.5% in assets from 2022 to 2024; this filing shows Zimdars 401(k) Plan and Trust at $7M / 4 participants.

#3,210
in Finance & Insurance (8,869 peers): +17.1%
assets growth YoY

Zimdars 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Zimdars 401(k) Plan and Trust vs every filed plan by assets

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

$6,861,765 Top 49% higher than 51% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Zimdars 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zimdars 401(k) Plan and Trust is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Zimdars 401(k) Plan and Trust reported net income rose from -$664K in the plan year 2022 filing to $1000K in the plan year 2023 filing.
Zimdars 401(k) Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391350367 · The Zimdars Co., Inc. PY 2023 · 401(k)

Zimdars 401(k) Plan and Trust · $7M · 4 · 51st

BOOK $7M
BOOK 4
BOOK 51st
BOOK 401(k)
BOOK near Prosource Technologies Retirement Savings Plan
BOOK ind #3210

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Zimdars 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Zimdars Co., Inc. multi-year asset trail

Latest sponsor-wide plan assets: $7M 27.4926436959259% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$6M
2023	1	4	$7M
2024	2	8	$7M

The Zimdars Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1000K
Employer EIN	391350367
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Zimdars 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Zimdars 401(k) Plan and Trust side-by-side with 3 peers →

Zimdars 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Prosource Technologies Retirement Savings Plan in MN ($7M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Prosource Technologies Retirement Savings Plan (MN) $7M · 100
Mesa Systems, Inc. 401(k) Plan (CO) $7M · 270
Harlan 401(k) Plan (OH) $7M · 30
Delta Enterprise Corporation 401(k) Profit Sharing Plan (NY) $7M · 145

Similar participant headcount

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

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off

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 Zimdars 401(k) Plan and Trust assets move in 2023? ▼

Zimdars 401(k) Plan and Trust grew sharply - up 17.1% during 2023, from $6M to $7M. Reported net income was $1000K.

How have The Zimdars Co., Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Zimdars Co., Inc.'s sponsor-wide assets grew 27.5%, from $6M to $7M.

Which 401(k) plans are similar in size to Zimdars 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Prosource Technologies Retirement Savings Plan in MN ($7M, 100 participants).

Which 401(k) plans cover a similar participant headcount to Zimdars 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (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 391350367.