Profit Sharing · DOL Form 5500 · 2023

Zhang & Zhong, Inc. Profit Sharing Plan

Data updated 2026-08-25

$135K
Total assets Small plan by assets
3
Participants Small participant base
8th
Percentile by assets National rank
$45,000
Avg per participant Low balance/head
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Official DOL plan name: Zhang & Zhong, Inc. Retirement Plan · Sponsored by Zhang & Zhong, Inc. · Massachusetts · Manufacturing

$135K in assets, 3 participants

Zhang & Zhong, Inc.'s Zhang & Zhong, Inc. Retirement Plan reported $135K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #579 in Manufacturing (18,722 peers)

What the 2023 filing shows

Zhang & Zhong, Inc. Retirement Plan holds $135K for 3 participants - about $45,000 per participant, among the smaller plans by assets on file.

#579
in Manufacturing (18,722 peers)
+3.8%
assets growth YoY

Zhang & Zhong, Inc. Retirement Plan among the smaller filed plans by assets

Zhang & Zhong, Inc. Retirement Plan vs every filed plan by assets

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

$135,000 8th percentile higher than 8% 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

Zhang & Zhong, 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. Zhang & Zhong, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zhang & Zhong, Inc. Retirement Plan reported net income rose from -$10K in the plan year 2022 filing to $5K in the plan year 2023 filing.
  • Zhang & Zhong, Inc. Retirement Plan end-of-year assets rose from $130K in the plan year 2022 filing to $135K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 830642011 · Zhang & Zhong, Inc. PY 2023 · Profit Sharing

Zhang & Zhong, Inc. Retirement Plan · $135K · 3 · 8th

  • VS-ST $135K
  • VS-ST 3
  • VS-ST 8th
  • VS-ST Profit Sharing
  • VS-ST near Mercy Inc. Retirement Plan
  • VS-ST ind #579

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 Massachusetts →

Zhang & Zhong, Inc. Retirement Plan in the asset neighbourhood

Zhang & Zhong, Inc. Retirement PlanZhang & Zhong, Inc. Retireme…$135KMercy Inc. Retirement Plan$135KNextgen Solutions Inc. Profit Sharing PlanNextgen Solutions Inc. Profi…$135KMaria D. Dueno Palmer Retirement PlanMaria D. Dueno Palmer Retire…$135KShiny Floors, Inc. Retirement PlanShiny Floors, Inc. Retiremen…$135K
End-of-year total assets ($M) among Zhang & Zhong, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$130K
Net Assets (End of Year)$135K
Net Income$5K
Employer EIN830642011
Plan Effective Date2018-05-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Zhang & Zhong, Inc.)

Sponsor-wide plan assets over time

All Zhang & Zhong, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.13M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $130K
2023 1 3 $135K
2024 1 3 N/A

Nearby Profit Sharing Plans in Massachusetts

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

Zhang & Zhong, Inc. Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Zhang & Zhong, Inc. Retirement Plan, Total assets ($B): 0.000135 · Participants: 3Zhang & Zhong, Inc. Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Zhang & Zhong, Inc. Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Zhang & Zhong, Inc. Retirement Plan side-by-side with 3 peers →

Zhang & Zhong, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Mercy Inc. Retirement Plan in TX ($135K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($135K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 Zhang & Zhong, Inc. Retirement Plan assets move in 2023? ▼
Zhang & Zhong, Inc. Retirement Plan edged up modestly - up 3.8% during 2023, from $130K to $135K. Reported net income was $5K.
Where does Zhang & Zhong, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Zhang & Zhong, Inc. Retirement Plan ranks in the 8th 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 Zhang & Zhong, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mercy Inc. Retirement Plan in TX ($135K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Zhang & Zhong, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

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 830642011.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.