401(k) · DOL Form 5500 · 2023
Zoot Enterprises Inc 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 346
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $107,815
- Avg per participant Below avg balance/head
Official DOL plan name: Zoot Enterprises 401(k) Profit Sharing Plan · Sponsored by Zoot Enterprises Inc · Montana · Professional & Technical Services
$37M in assets, 346 participants
Zoot Enterprises Inc's Zoot Enterprises 401(k) Profit Sharing Plan reported $37M in total assets and 346 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,841 in Professional & Technical Services (20,321 peers)
Where Zoot Enterprises 401(k) Profit Sharing Plan sits by assets
Zoot Enterprises 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $37M for 346 participants (~$107,815/participant), up 25.4% in 2023.
- #16,841
- in Professional & Technical Services (20,321 peers)
- +25.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Zoot Enterprises 401(k) Profit Sharing Plan's outsized position by total assets
Zoot Enterprises 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$37,303,855 Top 18% higher than 82% 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
Zoot Enterprises 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. Zoot Enterprises 401(k) Profit Sharing Plan sits mid-pack in the medium band (346 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Zoot Enterprises 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Zoot Enterprises 401(k) Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Zoot Enterprises 401(k) Profit Sharing Plan reported participants rose from 316 in the plan year 2022 filing to 346 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 810529856 · Zoot Enterprises Inc PY 2023 · 401(k)
Zoot Enterprises 401(k) Profit Sharing Plan · $37M · 346 · 82nd
- EIN $37M
- RANK 346
- PHOTO 82nd
- IND 401(k)
- EOY near Touchmark Living Centers Inc. Employee Savings & Retirement Plan
- 5500 ind #16841
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 Montana →
Zoot Enterprises 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $8M |
| Employer EIN | 810529856 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zoot Enterprises Inc)
Sponsor-wide plan assets over time
All Zoot Enterprises Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 42.732092085326975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 316 | $30M |
| 2023 | 1 | 346 | $37M |
| 2024 | 1 | 312 | $42M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
- Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
- First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
- Logan Health Retirement Savings Plan $437M · 4,232
Zoot Enterprises 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Touchmark Living Centers Inc. Employee Savings & Retirement Plan in OR ($37M); by covered participants it is Intermountain Nutrition LLC Retirement Plan in UT (346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.
- Intermountain Nutrition LLC Retirement Plan (UT) 346 · 0 off
- Power Integrations, Inc. 401(k) Plan (CA) 346 · 0 off
- Kelley Williamson Company Profit Sharing Plan (IL) 346 · 0 off
- Baptist Community Services 403(b) Plan (TX) 346 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.