401(k) · DOL Form 5500 · 2023

Flynn Zito Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
40th
Percentile by assets National rank
$327,017
Avg per participant High balance/head
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Official DOL plan name: Flynn Zito Capital Management, LLC 401(k)Plan · Sponsored by Flynn Zito Capital Management, LLC · New York · Finance & Insurance

$4M in assets, 12 participants

Flynn Zito Capital Management, LLC's Flynn Zito Capital Management, LLC 401(k)Plan reported $4M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,489 in Finance & Insurance (8,869 peers)

Flynn Zito Capital Management, LLC multi-year trail

Flynn Zito Capital Management, LLC's plans moved +43.2% in assets from 2022 to 2024; this filing shows Flynn Zito Capital Management, LLC 401(k)Plan at $4M / 12 participants.

#2,489
in Finance & Insurance (8,869 peers)
+21.2%
assets growth YoY

Flynn Zito Capital Management, LLC 401(k)Plan's mid-pack asset rank among Finance & Insurance and all filers

Flynn Zito Capital Management, LLC 401(k)Plan vs every filed plan by assets

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

$3,924,198 40th percentile higher than 40% 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

Flynn Zito Capital Management, LLC 401(k)Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Flynn Zito Capital Management, LLC 401(k)Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Flynn Zito Capital Management, LLC 401(k)Plan reported net income rose from -$449K in the plan year 2022 filing to $689K in the plan year 2023 filing.
  • Flynn Zito Capital Management, LLC 401(k)Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Flynn Zito Capital Management, LLC 401(k)Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 113408057 · Flynn Zito Capital Management, LLC PY 2023 · 401(k)

Flynn Zito Capital Management, LLC 401(k)Plan · $4M · 12 · 40th

  • NET $4M
  • NET 12
  • NET 40th
  • NET 401(k)
  • NET near Whitcraft-Cleveland Bargained 401(k) Plan
  • NET ind #2489

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 New York →

Flynn Zito Capital Management, LLC 401(k)Plan in the asset neighbourhood

Flynn Zito Capital Management, LLC 401(k)PlanFlynn Zito Capital Managemen…$4MWhitcraft-Cleveland Bargained 401(k) PlanWhitcraft-Cleveland Bargaine…$4MAg Consulting Partners 401(k) PlanAg Consulting Partners 401(k…$4MCi Sport, Inc. 401(k) Plan$4MBlavity 401(k) Plan$4M
End-of-year total assets ($M) among Flynn Zito Capital Management, LLC 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Flynn Zito Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Flynn Zito Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 43.178056570202536% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.24M $4.64M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 12 $4M
2024 1 11 $5M

Flynn Zito Capital Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$689K
Employer EIN113408057
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Flynn Zito Capital Management, LLC 401(k)Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Flynn Zito Capital Management, LLC 401(k)Plan, Total assets ($B): 0.003924198 · Participants: 12Flynn Zito Capital Management, LLC 401(k)PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Flynn Zito Capital Management, LLC 401(k)Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Flynn Zito Capital Management, LLC 401(k)Plan side-by-side with 3 peers →

Flynn Zito Capital Management, LLC 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Whitcraft-Cleveland Bargained 401(k) Plan in CT ($4M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Flynn Zito Capital Management, LLC 401(k)Plan assets move in 2023? ▼
Flynn Zito Capital Management, LLC 401(k)Plan grew sharply - up 21.2% during 2023, from $3M to $4M. Reported net income was $689K.
How have Flynn Zito Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flynn Zito Capital Management, LLC's sponsor-wide assets grew 43.2%, from $3M to $5M.
Which 401(k) plans are similar in size to Flynn Zito Capital Management, LLC 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Whitcraft-Cleveland Bargained 401(k) Plan in CT ($4M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Flynn Zito Capital Management, LLC 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 113408057.

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.