Profit Sharing · DOL Form 5500 · 2023

Zr Utah One Inc. Profit Sharing Plan

Data updated 2026-08-25

$123K
Total assets Small plan by assets
1
Participants Small participant base
7th
Percentile by assets National rank
$122,536
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zr Utah One Inc. Retirement Plan · Sponsored by Zr Utah One Inc. · Utah · Retail Trade

$123K in assets, 1 participants

Zr Utah One Inc.'s Zr Utah One Inc. Retirement Plan reported $123K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #990 in Retail Trade (8,414 peers)

2023 asset change

Zr Utah One Inc. Retirement Plan surged 363.1% in 2023 ($26K → $123K) for 1 participant.

#990
in Retail Trade (8,414 peers)
+363.1%
assets growth YoY

Zr Utah One Inc. Retirement Plan among the smaller filed plans by assets

Zr Utah One Inc. Retirement Plan vs every filed plan by assets

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

$122,536 7th percentile higher than 7% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Zr Utah One Inc. Retirement 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. Zr Utah One Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zr Utah One Inc. Retirement Plan end-of-year assets rose from $26K in the plan year 2022 filing to $123K in the plan year 2023 filing.
  • Zr Utah One Inc. Retirement Plan reported net income rose from -$97K in the plan year 2022 filing to $96K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 871004727 · Zr Utah One Inc. PY 2023 · Profit Sharing

Zr Utah One Inc. Retirement Plan · $123K · 1 · 7th

  • 5500 $123K
  • ASSETS 1
  • PCT 7th
  • EIN Profit Sharing
  • RANK near Valerm Law Group Retirement Plan
  • PHOTO ind #990

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 Retail Trade retirement plans → · Plans in Utah →

Zr Utah One Inc. Retirement Plan in the asset neighbourhood

Zr Utah One Inc. Retirement PlanZr Utah One Inc. Retirement …$123KValerm Law Group Retirement PlanValerm Law Group Retirement …$123KStella Ventus Corp. Profit Sharing PlanStella Ventus Corp. Profit S…$123KBartino Neo Co. Retirement PlanBartino Neo Co. Retirement P…$123KJnam Senior Services Inc. Retirement PlanJnam Senior Services Inc. Re…$123K
End-of-year total assets ($M) among Zr Utah One Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Zr Utah One Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Zr Utah One Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.03M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $26K
2023 1 1 $123K
2024 1 2 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$26K
Net Assets (End of Year)$123K
Net Income$96K
Employer EIN871004727
Plan Effective Date2021-06-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Utah

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Zr Utah One Inc. Retirement Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -1000100200300400500 Total assets ($M) Participants Zr Utah One Inc. Retirement Plan, Total assets ($M): 0.122536 · Participants: 1Zr Utah One Inc. Retirement PlanWgu Retirement Savings Plan, Total assets ($M): 431.080482 · Participants: 7868Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan, Total assets ($M): 320.492816 · Participants: 2460Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 146.57466 · Participants: 265Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 118.450852 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former EmployeesCampbell Scientific Profit Sharing Plan, Total assets ($M): 105.604978 · Participants: 651Campbell Scientific Profit Sharing Plan
Zr Utah One Inc. Retirement Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants

Zr Utah One Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Valerm Law Group Retirement Plan in PR ($123K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($123K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

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 Zr Utah One Inc. Retirement Plan assets move in 2023?
Zr Utah One Inc. Retirement Plan surged - up 363.1% during 2023, from $26K to $123K. Reported net income was $96K.
Where does Zr Utah One Inc. Retirement Plan rank by assets among Form 5500 filers?
Zr Utah One Inc. Retirement Plan ranks in the 7th 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 Profit Sharing plans are similar in size to Zr Utah One Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Valerm Law Group Retirement Plan in PR ($123K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Zr Utah One Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).