401(k) · DOL Form 5500 · 2023

Paul B. Zimmerman, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
365
Participants Below avg headcount
71st
Percentile by assets National rank
$50,128
Avg per participant Low balance/head
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Official DOL plan name: Paul B. Zimmerman, Inc. 401(k) Plan · Sponsored by Paul B. Zimmerman, Inc. · Pennsylvania · Retail Trade

$18M in assets, 365 participants

Paul B. Zimmerman, Inc.'s Paul B. Zimmerman, Inc. 401(k) Plan reported $18M in total assets and 365 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,849 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Paul B. Zimmerman, Inc. 401(k) Plan covers 365 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.

#6,849
in Retail Trade (8,414 peers)
+31.3%
assets growth YoY

Paul B. Zimmerman, Inc. 401(k) Plan's outsized position by total assets

Paul B. Zimmerman, Inc. 401(k) Plan vs every filed plan by assets

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

$18,296,844 Top 29% higher than 71% 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

Paul B. Zimmerman, Inc. 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. Paul B. Zimmerman, Inc. 401(k) Plan sits mid-pack in the medium band (365 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paul B. Zimmerman, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Paul B. Zimmerman, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Paul B. Zimmerman, Inc. 401(k) Plan reported participants rose from 330 in the plan year 2022 filing to 365 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232049723 · Paul B. Zimmerman, Inc. PY 2023 · 401(k)

Paul B. Zimmerman, Inc. 401(k) Plan · $18M · 365 · 71st

  • EBSA $18M
  • EBSA 365
  • EBSA 71st
  • EBSA 401(k)
  • EBSA near Neda 401(k) Plan
  • EBSA ind #6849

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 Pennsylvania →

Paul B. Zimmerman, Inc. 401(k) Plan in the asset neighbourhood

Paul B. Zimmerman, Inc. 401(k) PlanPaul B. Zimmerman, Inc. 401(…$18MNeda 401(k) Plan$18MCerulli Associates, Inc. 401(k) PlanCerulli Associates, Inc. 401…$18MBac Community Bank 401(k) PlanBac Community Bank 401(k) Pl…$18MPark West Galleries, Inc. 401(k) PlanPark West Galleries, Inc. 40…$18M
End-of-year total assets ($M) among Paul B. Zimmerman, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN232049723
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paul B. Zimmerman, Inc.)

Sponsor-wide plan assets over time

All Paul B. Zimmerman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 59.22785960773243% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $22.2M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 330 $14M
2023 1 365 $18M
2024 1 384 $22M

Nearby 401(k) Plans in Pennsylvania

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

Paul B. Zimmerman, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Paul B. Zimmerman, Inc. 401(k) Plan, Total assets ($B): 0.018296844 · Participants: 365Paul B. Zimmerman, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Paul B. Zimmerman, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Paul B. Zimmerman, Inc. 401(k) Plan side-by-side with 3 peers →

Paul B. Zimmerman, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Neda 401(k) Plan in MA ($18M); by covered participants it is Allfirst, LLC 401(k) Plan in OK (365 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Paul B. Zimmerman, Inc. 401(k) Plan assets move in 2023? ▼
Paul B. Zimmerman, Inc. 401(k) Plan surged - up 31.3% during 2023, from $14M to $18M. Reported net income was $4M.
How have Paul B. Zimmerman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul B. Zimmerman, Inc.'s sponsor-wide assets grew 59.2%, from $14M to $22M.
Which 401(k) plans are similar in size to Paul B. Zimmerman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neda 401(k) Plan in MA ($18M, 691 participants).
Which 401(k) plans cover a similar participant headcount to Paul B. Zimmerman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allfirst, LLC 401(k) Plan in OK (365 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 232049723.

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.