401(k) · DOL Form 5500 · 2023

Zumba Fitness, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 171
Participants Small participant base: 72nd
Percentile by assets National rank: $115,700
Avg per participant Below avg balance/head

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Official DOL plan name: Zumba Fitness LLC. 401(k) Plan · Sponsored by Zumba Fitness, LLC · Florida · Retail Trade

$20M in assets, 171 participants

Zumba Fitness, LLC's Zumba Fitness LLC. 401(k) Plan reported $20M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

#6,946 in Retail Trade (8,414 peers)

Coverage in Florida

Zumba Fitness LLC. 401(k) Plan covers 171 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $20M.

#6,946
in Retail Trade (8,414 peers): +19.0%
assets growth YoY

Zumba Fitness LLC. 401(k) Plan's outsized position by total assets

Zumba Fitness LLC. 401(k) Plan vs every filed plan by assets

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

$19,784,651 Top 28% higher than 72% of 127,068 filed plans

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

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

Zumba Fitness LLC. 401(k) 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. Zumba Fitness LLC. 401(k) Plan sits mid-pack in the medium band (171 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Zumba Fitness LLC. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Zumba Fitness LLC. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Zumba Fitness LLC. 401(k) Plan reported participants fell from 208 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 204276132 · Zumba Fitness, LLC PY 2023 · 401(k)

Zumba Fitness LLC. 401(k) Plan · $20M · 171 · 72nd

EIN $20M
RANK 171
PHOTO 72nd
IND 401(k)
EOY near Crs Onesource Retirement Savings Plan
5500 ind #6946

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 Florida →

End-of-year total assets ($M) among Zumba Fitness LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$20M
Net Income	$3M
Employer EIN	204276132
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Zumba Fitness, LLC)

Latest sponsor-wide plan assets: $24M 42.51229323644858% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	208	$17M
2023	1	171	$20M
2024	1	161	$24M

Nearby 401(k) Plans in Florida

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

Zumba Fitness LLC. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Zumba Fitness LLC. 401(k) Plan side-by-side with 3 peers →

Zumba Fitness LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Crs Onesource Retirement Savings Plan in KY ($20M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Crs Onesource Retirement Savings Plan (KY) $20M · 224
Tucci & Sons, Inc. 401(k) Profit Sharing Plan and Trust (WA) $20M · 43
Duritza Enterprises, Inc. 401(k) Profit Sharing Plan (PA) $20M · 424
Rotschy, Inc. 401(k) Plan (WA) $20M · 445

Similar participant headcount

Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.

Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan (TN) 171 · 0 off
Wyndham Capital Mortgage, Inc 401(k) Plan (NC) 171 · 0 off
Meteorcomm 401(k) Plan (WA) 171 · 0 off
Admiral Glass & Mirror 401(k) Plan (TX) 171 · 0 off

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 Zumba Fitness LLC. 401(k) Plan assets move in 2023? ▼

Zumba Fitness LLC. 401(k) Plan grew sharply - up 19.0% during 2023, from $17M to $20M. Reported net income was $3M.

How have Zumba Fitness, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Zumba Fitness, LLC's sponsor-wide assets grew 42.5%, from $17M to $24M.

Which 401(k) plans are similar in size to Zumba Fitness LLC. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Crs Onesource Retirement Savings Plan in KY ($20M, 224 participants).

Which 401(k) plans cover a similar participant headcount to Zumba Fitness LLC. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 204276132.