401(k) · DOL Form 5500 · 2023

The Zodiac Group, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$295,617
Avg per participant High balance/head
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Official DOL plan name: The Zodiac Group 401(k) Plan · Sponsored by The Zodiac Group, Inc. · Florida · Arts, Entertainment & Recreation

$1M in assets, 4 participants

The Zodiac Group, Inc.'s The Zodiac Group 401(k) Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,472 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, The Zodiac Group 401(k) Plan ranks #1,472 of 2,945 2023 filers by assets (2348% of the sector average)-$1M for 4 participants.

#1,472
in Arts, Entertainment & Recreation (2,945 peers)
+21.0%
assets growth YoY

The Zodiac Group 401(k) Plan among the smaller filed plans by assets

The Zodiac Group 401(k) Plan vs every filed plan by assets

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

$1,182,469 25th percentile higher than 25% 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

The Zodiac Group 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. The Zodiac Group 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Zodiac Group 401(k) Plan reported net income rose from -$151K in the plan year 2022 filing to $205K in the plan year 2023 filing.
  • The Zodiac Group 401(k) Plan end-of-year assets rose from $978K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650402602 · The Zodiac Group, Inc. PY 2023 · 401(k)

The Zodiac Group 401(k) Plan · $1M · 4 · 25th

  • EIN $1M
  • EIN 4
  • EIN 25th
  • EIN 401(k)
  • EIN near Rm Customs, LLC 401(k) Plan
  • EIN ind #1472

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

The Zodiac Group 401(k) Plan in the asset neighbourhood

The Zodiac Group 401(k) Plan$1MRm Customs, LLC 401(k) Plan$1MEastec 401(k) Plan$1MStar Paving 401(k) & Profit Sharing PlanStar Paving 401(k) & Profit …$1MTc Machine & Manufacturing, Inc. Retirement PlanTc Machine & Manufacturing, …$1M
End-of-year total assets ($M) among The Zodiac Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$978K
Net Assets (End of Year)$1M
Net Income$205K
Employer EIN650402602
Plan Effective Date2003-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Zodiac Group, Inc.)

Sponsor-wide plan assets over time

All The Zodiac Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 14.476443593316187% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M 202220232024 $0.98M $1.12M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 4 $978K
2023 1 4 $1M
2024 1 4 $1M

Nearby 401(k) Plans in Florida

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

The Zodiac Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Zodiac Group 401(k) Plan, Total assets ($B): 0.001182469 · Participants: 4The Zodiac Group 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
The Zodiac Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Zodiac Group 401(k) Plan side-by-side with 3 peers →

The Zodiac Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rm Customs, LLC 401(k) Plan in ID ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 The Zodiac Group 401(k) Plan assets move in 2023? ▼
The Zodiac Group 401(k) Plan grew sharply - up 21.0% during 2023, from $978K to $1M. Reported net income was $205K.
How have The Zodiac Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Zodiac Group, Inc.'s sponsor-wide assets grew 14.5%, from $978K to $1M.
Where does The Zodiac Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The Zodiac Group 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to The Zodiac Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rm Customs, LLC 401(k) Plan in ID ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to The Zodiac Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 650402602.

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.