401(k) · DOL Form 5500 · 2022
M. Simon Zook Co. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 214
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $32,189
- Avg per participant Low balance/head
Official DOL plan name: M. Simon Zook 401(k) Profit Sharing Plan · Sponsored by M. Simon Zook Co. · Pennsylvania · Manufacturing
$7M in assets, 214 participants
M. Simon Zook Co.'s M. Simon Zook 401(k) Profit Sharing Plan reported $7M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #8,772 in Manufacturing (20,602 peers)
Coverage in Pennsylvania
M. Simon Zook 401(k) Profit Sharing Plan covers 214 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.
- #8,772
- in Manufacturing (20,602 peers)
- +2.4%
- assets growth YoY
M. Simon Zook 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers
M. Simon Zook 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,888,547 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
M. Simon Zook 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M. Simon Zook 401(k) Profit Sharing Plan sits mid-pack in the medium band (214 participants).
EBSA filing schedule strip
Filing strip 231496543 · M. Simon Zook Co. PY 2022 · 401(k)
M. Simon Zook 401(k) Profit Sharing Plan · $7M · 214 · 57th
- ASSETS $7M
- ASSETS 214
- ASSETS 57th
- ASSETS 401(k)
- ASSETS near Sharefax Credit Union 401(k) Savings Plan and Trust
- ASSETS ind #8772
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 Manufacturing retirement plans → · Plans in Pennsylvania →
M. Simon Zook 401(k) Profit Sharing Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $161K |
| Employer EIN | 231496543 |
| Plan Effective Date | 1957-10-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M. Simon Zook Co.)
Sponsor-wide plan assets over time
All M. Simon Zook Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 34.42762312574771% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 214 | $7M |
| 2023 | 1 | 222 | $8M |
| 2024 | 1 | 189 | $9M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
M. Simon Zook 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Sharefax Credit Union 401(k) Savings Plan and Trust in OH ($7M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.