401(k) · DOL Form 5500 · 2023

Zuckerman Spaeder, LLP 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
130
Participants Small participant base
91st
Percentile by assets National rank
$732,693
Avg per participant High balance/head
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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.

  • #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.

#18,722
in Professional & Technical Services (20,321 peers)
+17.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Zuckerman Spaeder LLP 401(k) Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Zuckerman Spaeder LLP 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zuckerman Spaeder LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (130 participants).

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 →

Published 5500 schedule card

Filing strip 521112263 · Zuckerman Spaeder, LLP PY 2023 · 401(k)

Zuckerman Spaeder LLP 401(k) Profit Sharing Plan · $95M · 130 · 91st

  • BOY $95M
  • BOY 130
  • BOY 91st
  • BOY 401(k)
  • BOY near Dril-Quip, Inc. Employee 401(k) Retirement Plan
  • BOY ind #18722

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

Zuckerman Spaeder LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Zuckerman Spaeder LLP 401(k) Profit Sharing PlanZuckerman Spaeder LLP 401(k)…$95MDril-Quip, Inc. Employee 401(k) Retirement PlanDril-Quip, Inc. Employee 401…$95MGlobal Industrial Company 401(k) PlanGlobal Industrial Company 40…$95MScriptpro LLC 401(k) Plan$95MMurfreesboro Medical Clinic P.a. Restated Employee Savings and Profit Sharing PlanMurfreesboro Medical Clinic …$95M
End-of-year total assets ($M) among Zuckerman Spaeder LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Zuckerman Spaeder, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$109M 34.47704962460062% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $81.1M $109M ▲ +34.5%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Zuckerman Spaeder LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.095250031 · Participants: 130Zuckerman Spaeder LLP 401(k) Profit Sharing PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Zuckerman Spaeder LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Zuckerman Spaeder LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Zuckerman Spaeder LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Dril-Quip, Inc. Employee 401(k) Retirement Plan in TX ($95M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 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).
Which 401(k) plans cover a similar participant headcount to Zuckerman Spaeder LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 521112263.

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.