401(k) · DOL Form 5500 · 2023

Zealous Trio, Inc. 401(k) Plan

Data updated 2026-08-25

$736K
Total assets Small plan by assets
12
Participants Small participant base
21st
Percentile by assets National rank
$61,356
Avg per participant Low balance/head
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Official DOL plan name: Zealous Trio, Inc. 401(k) Profit Sharing Plan · Sponsored by Zealous Trio, Inc. · Texas · Educational Services

$736K in assets, 12 participants

Zealous Trio, Inc.'s Zealous Trio, Inc. 401(k) Profit Sharing Plan reported $736K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #526 in Educational Services (3,735 peers)

Zealous Trio, Inc. multi-year trail

Zealous Trio, Inc.'s plans moved +325.1% in assets from 2022 to 2024; this filing shows Zealous Trio, Inc. 401(k) Profit Sharing Plan at $736K / 12 participants.

#526
in Educational Services (3,735 peers)
+302.0%
assets growth YoY

Zealous Trio, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Zealous Trio, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$736,268 21st percentile higher than 21% 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

Zealous Trio, Inc. 401(k) Profit Sharing 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. Zealous Trio, Inc. 401(k) Profit Sharing 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

  • Zealous Trio, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $183K in the plan year 2022 filing to $736K in the plan year 2023 filing.
  • Zealous Trio, Inc. 401(k) Profit Sharing Plan reported net income rose from $182K in the plan year 2022 filing to $553K in the plan year 2023 filing.
  • Zealous Trio, Inc. 401(k) Profit Sharing Plan reported participants rose from 10 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 822005184 · Zealous Trio, Inc. PY 2023 · 401(k)

Zealous Trio, Inc. 401(k) Profit Sharing Plan · $736K · 12 · 21st

  • ASSETS $736K
  • PCT 12
  • EIN 21st
  • RANK 401(k)
  • PHOTO near Rpac Enterprises, Inc. 401(k) Plan
  • IND ind #526

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 Educational Services retirement plans → · Plans in Texas →

Zealous Trio, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Zealous Trio, Inc. 401(k) Profit Sharing PlanZealous Trio, Inc. 401(k) Pr…$736KRpac Enterprises, Inc. 401(k) PlanRpac Enterprises, Inc. 401(k…$736KNetfor, Inc. 401(k) Profit SharingNetfor, Inc. 401(k) Profit S…$737KFamily Medical Center, PLLC Profit Sharing PlanFamily Medical Center, PLLC …$736KCorvida Medical Inc 401(k) Profit Sharing Plan & TrustCorvida Medical Inc 401(k) P…$736K
End-of-year total assets ($M) among Zealous Trio, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Zealous Trio, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Zealous Trio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$779K 325.11628922714067% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.18M $0.78M ▲ +333.3%
Year Plans Participants Total Assets
2022 1 10 $183K
2023 1 12 $736K
2024 1 11 $779K

Zealous Trio, Inc. filing trail (2023)

Total Assets (Beginning of Year)$183K
Net Assets (End of Year)$736K
Net Income$553K
Employer EIN822005184
Plan Effective Date2017-07-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Zealous Trio, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Zealous Trio, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000736268 · Participants: 12Zealous Trio, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Zealous Trio, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Zealous Trio, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Zealous Trio, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rpac Enterprises, Inc. 401(k) Plan in IL ($736K); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

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 Zealous Trio, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Zealous Trio, Inc. 401(k) Profit Sharing Plan surged - up 302.0% during 2023, from $183K to $736K. Reported net income was $553K.
How have Zealous Trio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zealous Trio, Inc.'s sponsor-wide assets grew 325.1%, from $183K to $779K.
Where does Zealous Trio, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Zealous Trio, Inc. 401(k) Profit Sharing Plan ranks in the 21st 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 401(k) plans are similar in size to Zealous Trio, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rpac Enterprises, Inc. 401(k) Plan in IL ($736K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Zealous Trio, Inc. 401(k) Profit Sharing 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 822005184.

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.