401(k) · DOL Form 5500 · 2023

Partridge Zschau Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-11

$703K
Total assets: 4
Participants: 21st
Percentile by assets: $175,628
Avg per participant

Official DOL plan name: Partridge Zschau Insurance Agency Profit Sharing Plan & Trust · Sponsored by Partridge Zschau Insurance Agency, Inc. · Massachusetts · Finance & Insurance

$703K in assets, 4 participants

Partridge Zschau Insurance Agency, Inc.'s Partridge Zschau Insurance Agency Profit Sharing Plan & Trust reported $703K in total assets and 4 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.

21st percentile by assets (of 127,072 plans)
#1,130 in Finance & Insurance (8,869 peers)

Partridge Zschau Insurance Agency, Inc. multi-year trail

Partridge Zschau Insurance Agency, Inc.'s plans moved +58.0% in assets from 2022 to 2024; this filing shows Partridge Zschau Insurance Agency Profit Sharing Plan & Trust at $703K / 4 participants.

$703K
total plan assets (2023 EOY): 4
covered participants: 21st
percentile by assets (of 127,072 plans): $175,628
avg assets per participant

Where Partridge Zschau Insurance Agency Profit Sharing Plan & Trust sits by total assets

Partridge Zschau Insurance Agency Profit Sharing Plan & Trust vs every filed plan by assets

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

$702,512 21st percentile higher than 21% 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

Partridge Zschau Insurance Agency Profit Sharing Plan & Trust reported net income rose from -$106K in the plan year 2022 filing to $154K in the plan year 2023 filing.
Partridge Zschau Insurance Agency Profit Sharing Plan & Trust end-of-year assets rose from $548K in the plan year 2022 filing to $703K in the plan year 2023 filing.
Partridge Zschau Insurance Agency Profit Sharing Plan & Trust reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Finance & Insurance

Partridge Zschau Insurance Agency, Inc. across 3 plan years on file

Across the 3 plan years Partridge Zschau Insurance Agency, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $548K to $867K, a gain of 58.0%, while reported participants moved from 5 to 5 (+0.0%). Peak year by sponsor assets: 2024 ($867K); trough: 2022 ($548K).

Partridge Zschau Insurance Agency, Inc. multi-year asset trail

Total plan assets by year, all Partridge Zschau Insurance Agency, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	5	$548K
2023	1	4	$703K
2024	1	5	$867K

Partridge Zschau Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$548K
Net Assets (End of Year)	$703K
Net Income	$154K
Employer EIN	042301951
Plan Effective Date	1992-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Partridge Zschau Insurance Agency Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Partridge Zschau Insurance Agency Profit… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Partridge Zschau Insurance Agency Profit Sharing Plan & Trust by total assets, not by location.

Mccarthy & Barnes, PLC 401(k) Profit Sharing Plan (MN) $702K · 2
Ecu Worldwide 1081. 01(D) Plan (FL) $702K · 26
Vastav, Inc. 401(k) Plan (TX) $702K · 17
Jeckel Pork Farm Inc Retirement Plan (IL) $703K · 3

Frequently Asked Questions

How did Partridge Zschau Insurance Agency Profit Sharing Plan & Trust assets move in 2023? ▼

Partridge Zschau Insurance Agency Profit Sharing Plan & Trust grew sharply - up 28.1% during 2023, from $548K to $703K. Reported net income was $154K.

How have Partridge Zschau Insurance Agency, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Partridge Zschau Insurance Agency, Inc.'s sponsor-wide assets grew 58.0%, from $548K to $867K.

Where does Partridge Zschau Insurance Agency Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Partridge Zschau Insurance Agency Profit Sharing Plan & Trust 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 Partridge Zschau Insurance Agency Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Mccarthy & Barnes, PLC 401(k) Profit Sharing Plan in MN ($702K, 2 participants).

Next read for Partridge Zschau Insurance Agency Profit…

Multi-year trail

Ways to act on Partridge Zschau Insurance Agency Profit Sharing Plan & Trust's numbers.

By total assets, Partridge Zschau Insurance Agency Profit Sharing Plan & Trust ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Partridge Zschau Insurance Agency, Inc.'s sponsor-wide assets have grown 58.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 042301951.