401(k) · DOL Form 5500 · 2023
Partridge Zschau Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $703K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $175,628
- Avg per participant Above avg balance/head
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.
- #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.
- #1,130
- in Finance & Insurance (8,869 peers)
- +28.1%
- assets growth YoY
Partridge Zschau Insurance Agency Profit Sharing Plan & Trust among the smaller filed plans by 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 among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Partridge Zschau Insurance Agency Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Plan-year Form 5500 strip
Filing strip 042301951 · Partridge Zschau Insurance Agency, Inc. PY 2023 · 401(k)
Partridge Zschau Insurance Agency Profit Sharing Plan & Trust · $703K · 4 · 21st
- SCH $703K
- SCH 4
- SCH 21st
- SCH 401(k)
- SCH near Mccarthy & Barnes, PLC 401(k) Profit Sharing Plan
- SCH ind #1130
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 Massachusetts →
Partridge Zschau Insurance Agency Profit Sharing Plan & Trust in the asset neighbourhood
Partridge Zschau Insurance Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Partridge Zschau Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $867K 58.043500068396334% vs 2022
- 2024 filing year
| 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.
- 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
Partridge Zschau Insurance Agency Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Mccarthy & Barnes, PLC 401(k) Profit Sharing Plan in MN ($702K); 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 ($703K here).
- 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
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.