401(k) · DOL Form 5500 · 2023

Zuckerman Spaeder, LLP 401(k) Plan

Data updated 2026-08-11

$95M
Total assets
130
Participants
91st
Percentile by assets
$732,693
Avg per participant
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Official DOL plan name: Zuckerman Spaeder LLP 401(k) Profit Sharing Plan · Sponsored by Zuckerman Spaeder, LLP · District of Columbia · Professional & Technical Services

$95M in assets, 130 participants

Zuckerman Spaeder, LLP's Zuckerman Spaeder LLP 401(k) Profit Sharing Plan reported $95M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #18,722 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Zuckerman Spaeder LLP 401(k) Profit Sharing Plan covers 130 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $95M.

$95M
total plan assets (2023 EOY)
130
covered participants
91st
percentile by assets (of 127,072 plans)
$732,693
avg assets per participant

Where Zuckerman Spaeder LLP 401(k) Profit Sharing Plan sits by total assets

Zuckerman Spaeder LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$95,250,031 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zuckerman Spaeder LLP 401(k) Profit Sharing Plan reported net income rose from -$16M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Zuckerman Spaeder LLP 401(k) Profit Sharing Plan end-of-year assets rose from $81M in the plan year 2022 filing to $95M in the plan year 2023 filing.
  • Zuckerman Spaeder LLP 401(k) Profit Sharing Plan reported participants fell from 132 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Zuckerman Spaeder LLP 401(k) Profit Sharing Plan reports 130 participants - about 9% of that state average ($95M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$95M
Net Income$14M
Employer EIN521112263
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zuckerman Spaeder, LLP)

$70M$80M$90M$100M$110M$120M 202220232024 $81.1M $109M ▲ +34.5%
Total plan assets by year, all Zuckerman Spaeder, LLP plans on file
Year Plans Participants Total Assets
2022 1 132 $81M
2023 1 130 $95M
2024 1 134 $109M

Nearby 401(k) Plans in District of Columbia

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

Zuckerman Spaeder LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Zuckerman Spaeder LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Zuckerman Spaeder LL…Danaher Corporation …Geico 401(k) Savings…Federal National Mor…Finra Savings Plus P…Hogan Lovells US LLP…
Zuckerman Spaeder LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Zuckerman Spaeder LLP 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Zuckerman Spaeder LLP 401(k) Profit Sharing Plan assets move in 2023?
Zuckerman Spaeder LLP 401(k) Profit Sharing Plan grew sharply - up 17.5% during 2023, from $81M to $95M. Reported net income was $14M.
How have Zuckerman Spaeder, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Zuckerman Spaeder, LLP's sponsor-wide assets grew 34.5%, from $81M to $109M.
Where does Zuckerman Spaeder LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Zuckerman Spaeder LLP 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Zuckerman Spaeder LLP 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Dril-Quip, Inc. Employee 401(k) Retirement Plan in TX ($95M, 567 participants).

Filing takeaways

Ways to act on Zuckerman Spaeder LLP 401(k) Profit Sharing Plan's numbers.