401(k) · DOL Form 5500 · 2023
Zimmer Farms, Inc. 401(k) Plan
Data updated 2026-08-25
- $150K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $75,081
- Avg per participant Below avg balance/head
Official DOL plan name: Zimmer Farms, Inc. 401 (K) Plan · Sponsored by Zimmer Farms, Inc. · North Carolina · Manufacturing
$150K in assets, 2 participants
Zimmer Farms, Inc.'s Zimmer Farms, Inc. 401 (K) Plan reported $150K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.
- #627 in Manufacturing (18,722 peers)
Zimmer Farms, Inc. multi-year trail
Zimmer Farms, Inc.'s plans moved -52.5% in assets from 2022 to 2024; this filing shows Zimmer Farms, Inc. 401 (K) Plan at $150K / 2 participants.
- #627
- in Manufacturing (18,722 peers)
- -43.2%
- assets change YoY
The plan reported a net loss of $114K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zimmer Farms, Inc. 401 (K) Plan among the smaller filed plans by assets
Zimmer Farms, Inc. 401 (K) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$150,161 9th percentile higher than 9% 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
Zimmer Farms, Inc. 401 (K) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zimmer Farms, Inc. 401 (K) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Zimmer Farms, Inc. 401 (K) Plan reported net income fell from $360 in the plan year 2022 filing to -$114K in the plan year 2023 filing.
- Zimmer Farms, Inc. 401 (K) Plan end-of-year assets fell from $264K in the plan year 2022 filing to $150K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 473803759 · Zimmer Farms, Inc. PY 2023 · 401(k)
Zimmer Farms, Inc. 401 (K) Plan · $150K · 2 · 9th
- PHOTO $150K
- PHOTO 2
- PHOTO 9th
- PHOTO 401(k)
- PHOTO near Cmerkl 2021, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #627
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 North Carolina →
Zimmer Farms, Inc. 401 (K) Plan in the asset neighbourhood
Zimmer Farms, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Zimmer Farms, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $125K 52.533915425181775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $264K |
| 2023 | 1 | 2 | $150K |
| 2024 | 1 | 2 | $125K |
Zimmer Farms, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $264K |
|---|---|
| Net Assets (End of Year) | $150K |
| Net Income | -$114K |
| Employer EIN | 473803759 |
| Plan Effective Date | 2015-04-23 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Zimmer Farms, Inc. 401 (K) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Cmerkl 2021, Inc. 401(k) Profit Sharing Plan in NY ($150K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($150K here).
- Cmerkl 2021, Inc. 401(k) Profit Sharing Plan (NY) $150K · 1
- Campagnola Enterprises Inc. Retirement Plan (CO) $150K · 5
- Dct Innovative Solutions Inc. Retirement Plan (IL) $150K · 3
- South Texas Pizza Inc 401(k) Plan (TX) $150K · 3,082
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.