401(k) · DOL Form 5500 · 2023

Zivkovic & Associates Real Estate Services, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 10
Participants Small participant base: 47th
Percentile by assets National rank: $563,940
Avg per participant High balance/head

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Official DOL plan name: Zivko Psp · Sponsored by Zivkovic & Associates Real Estate Services, LLC · Florida · Real Estate

$6M in assets, 10 participants

Zivkovic & Associates Real Estate Services, LLC's Zivko Psp reported $6M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#3,128 in Real Estate (4,727 peers)

Zivkovic & Associates Real Estate Services, LLC multi-year trail

Zivkovic & Associates Real Estate Services, LLC's plans moved +26.2% in assets from 2022 to 2024; this filing shows Zivko Psp at $6M / 10 participants.

#3,128
in Real Estate (4,727 peers): +13.7%
assets growth YoY

Zivko Psp's mid-pack asset rank among Real Estate and all filers

Zivko Psp vs every filed plan by assets

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

$5,639,395 47th percentile higher than 47% 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

Zivko Psp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zivko Psp is a micro filing (10 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%)

Zivko Psp reported net income rose from $439K in the plan year 2022 filing to $680K in the plan year 2023 filing.
Zivko Psp end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Zivko Psp reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201674551 · Zivkovic & Associates Real Estate Services, LLC PY 2023 · 401(k)

Zivko Psp · $6M · 10 · 47th

ASSETS $6M
PCT 10
EIN 47th
RANK 401(k)
PHOTO near Kpi Concepts, LLC 401(k) Plan
IND ind #3128

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 Real Estate retirement plans → · Plans in Florida →

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

Zivkovic & Associates Real Estate Services, LLC multi-year asset trail

Latest sponsor-wide plan assets: $6M 26.18385428890109% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	9	$5M
2023	1	10	$6M
2024	1	7	$6M

Zivkovic & Associates Real Estate Services, LLC filing trail (2023)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$680K
Employer EIN	201674551
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Zivko Psp vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Zivko Psp side-by-side with 3 peers →

Zivko Psp's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kpi Concepts, LLC 401(k) Plan in IA ($6M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Kpi Concepts, LLC 401(k) Plan (IA) $6M · 114
Best Press/Ussery 401(k) Savings Plan (TX) $6M · 96
Critical Systems 401(k) Plan (ID) $6M · 74
Esystems, Inc. 401(k) Plan (NJ) $6M · 106

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 (MI) 10 · 0 off
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan (NC) 10 · 0 off
Leo Riley & Co. 401(k) Savings Plan & Trust (WY) 10 · 0 off
John Jackson Masonry 401(k) Profit Sharing Plan (CA) 10 · 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 Zivko Psp assets move in 2023? ▼

Zivko Psp grew at a solid clip - up 13.7% during 2023, from $5M to $6M. Reported net income was $680K.

How have Zivkovic & Associates Real Estate Services, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Zivkovic & Associates Real Estate Services, LLC's sponsor-wide assets grew 26.2%, from $5M to $6M.

Which 401(k) plans are similar in size to Zivko Psp? ▼

Among 401(k) plans in other states, the closest by assets is Kpi Concepts, LLC 401(k) Plan in IA ($6M, 114 participants).

Which 401(k) plans cover a similar participant headcount to Zivko Psp? ▼

Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 201674551.