401(k) · DOL Form 5500 · 2023

Louis N. Zerbo, P.C. 401(k) Plan

Data updated 2026-08-25

$582K
Total assets Small plan by assets: N/A
Participants Small participant base: 19th
Percentile by assets National rank

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Official DOL plan name: Zerbo Employees' Profit Sharing & 401 (K) Plan · Sponsored by Louis N. Zerbo, P.C. · New Jersey · Professional & Technical Services

$582K in assets, N/A participants

Louis N. Zerbo, P.C.'s Zerbo Employees' Profit Sharing & 401 (K) Plan reported $582K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

#2,918 in Professional & Technical Services (20,321 peers)

Louis N. Zerbo, P.C. multi-year trail

Louis N. Zerbo, P.C.'s plans moved +33.4% in assets from 2022 to 2024; this filing shows Zerbo Employees' Profit Sharing & 401 (K) Plan at $582K / N/A participants.

#2,918
in Professional & Technical Services (20,321 peers): +16.1%
assets growth YoY

Zerbo Employees' Profit Sharing & 401 (K) Plan among the smaller filed plans by assets

Zerbo Employees' Profit Sharing & 401 (K) Plan vs every filed plan by assets

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

$581,538 19th percentile higher than 19% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

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%)

Zerbo Employees' Profit Sharing & 401 (K) Plan reported net income rose from $12K in the plan year 2022 filing to $80K in the plan year 2023 filing.
Zerbo Employees' Profit Sharing & 401 (K) Plan end-of-year assets rose from $501K in the plan year 2022 filing to $582K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222489171 · Louis N. Zerbo, P.C. PY 2023 · 401(k)

Zerbo Employees' Profit Sharing & 401 (K) Plan · $582K · N/A · 19th

PCT $582K
EIN N/A
RANK 19th
PHOTO 401(k)
IND near Cornerstone Benefits LLC 401(k) Plan
EOY ind #2918

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

End-of-year total assets ($M) among Zerbo Employees' Profit Sharing & 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louis N. Zerbo, P.C. multi-year asset trail

Latest sponsor-wide plan assets: $669K 33.43278339775968% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$501K
2023	1	N/A	$582K
2024	1	N/A	$669K

Louis N. Zerbo, P.C. filing trail (2023)

Total Assets (Beginning of Year)	$501K
Net Assets (End of Year)	$582K
Net Income	$80K
Employer EIN	222489171
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Zerbo Employees' Profit Sharing & 401 (K) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Zerbo Employees' Profit Sharing & 401 (K) Plan side-by-side with 3 peers →

Zerbo Employees' Profit Sharing & 401 (K) Plan's closest out-of-state 401(k) peers by assets

Outside New Jersey, the nearest 401(k) by end-of-year assets is Cornerstone Benefits LLC 401(k) Plan in MI at $581K (this filing: $582K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($582K here).

Cornerstone Benefits LLC 401(k) Plan (MI) $581K · 6
Jem Manufacturing Inc. 401(k) Plan (CT) $582K · 3
Desert Dogs, Inc. 401(k) Plan (CA) $581K · 10
Pikes Peak Dental 401(k) Plan (CO) $582K · 2

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 Zerbo Employees' Profit Sharing & 401 (K) Plan assets move in 2023? ▼

Zerbo Employees' Profit Sharing & 401 (K) Plan grew sharply - up 16.1% during 2023, from $501K to $582K. Reported net income was $80K.

How have Louis N. Zerbo, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Louis N. Zerbo, P.C.'s sponsor-wide assets grew 33.4%, from $501K to $669K.

Where does Zerbo Employees' Profit Sharing & 401 (K) Plan rank by assets among Form 5500 filers? ▼

Zerbo Employees' Profit Sharing & 401 (K) Plan ranks in the 19th 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 Zerbo Employees' Profit Sharing & 401 (K) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cornerstone Benefits LLC 401(k) Plan in MI ($581K, 6 participants).

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 222489171.