401(k) · DOL Form 5500 · 2023

Zeta Associates 401(k) Plan

Data updated 2026-08-25

$511M
Total assets Above avg plan size
488
Participants Below avg headcount
97th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Zeta Associates Incorporated Savings Plan · Sponsored by Zeta Associates · Virginia · Professional & Technical Services

$511M in assets, 488 participants

Zeta Associates's Zeta Associates Incorporated Savings Plan reported $511M in total assets and 488 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,963 in Professional & Technical Services (20,321 peers)

Where Zeta Associates Incorporated Savings Plan sits by assets

Zeta Associates Incorporated Savings Plan sits in the top 5% of all filed plans by assets, $511M for 488 participants (~$1.0M/participant), up 24.5% in 2023.

#19,963
in Professional & Technical Services (20,321 peers)
+24.5%
assets growth YoY
5.1×
vs typical plan assets (national mean)

Zeta Associates Incorporated Savings Plan's outsized position by total assets

Zeta Associates Incorporated Savings Plan vs every filed plan by assets

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

$510,567,738 Top 3% higher than 97% 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

Zeta Associates Incorporated Savings 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. Zeta Associates Incorporated Savings Plan sits mid-pack in the medium band (488 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zeta Associates Incorporated Savings Plan reported net income rose from -$119M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Zeta Associates Incorporated Savings Plan end-of-year assets rose from $410M in the plan year 2022 filing to $511M in the plan year 2023 filing.
  • Zeta Associates Incorporated Savings Plan reported participants rose from 475 in the plan year 2022 filing to 488 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541279046 · Zeta Associates PY 2023 · 401(k)

Zeta Associates Incorporated Savings Plan · $511M · 488 · 97th

  • EOY $511M
  • 5500 488
  • ASSETS 97th
  • PCT 401(k)
  • EIN near Unifirst Retirement Savings Plan
  • RANK ind #19963

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 Virginia →

Zeta Associates Incorporated Savings Plan in the asset neighbourhood

Aaa Club Alliance Inc. 401(k) Retirement Savings PlanAaa Club Alliance Inc. 401(k…$511MMacmillan Retirement Savings PlanMacmillan Retirement Savings…$511MUnifirst Retirement Savings PlanUnifirst Retirement Savings …$511MZeta Associates Incorporated Savings PlanZeta Associates Incorporated…$511MMfsaving Retirement Plan$510M
End-of-year total assets ($M) among Zeta Associates Incorporated Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$410M
Net Assets (End of Year)$511M
Net Income$101M
Employer EIN541279046
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zeta Associates)

Sponsor-wide plan assets over time

All Zeta Associates plans reported in each filing year

Latest sponsor-wide plan assets
$590M 43.87675192787633% vs 2022
2024 filing year
$300M$400M$500M$600M$700M 202220232024 $410M $590M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 475 $410M
2023 1 488 $511M
2024 1 515 $590M

Nearby 401(k) Plans in Virginia

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

Zeta Associates Incorporated Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Zeta Associates Incorporated Savings Plan, Total assets ($B): 0.510567738 · Participants: 488Zeta Associates Incorporated Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Zeta Associates Incorporated Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Zeta Associates Incorporated Savings Plan side-by-side with 3 peers →

Zeta Associates Incorporated Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Unifirst Retirement Savings Plan in MA ($511M); by covered participants it is Pexco LLC Retirement Savings Plan in GA (488 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($511M here).

Similar participant headcount

Nearest other-state filings by covered participants (488 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 Zeta Associates Incorporated Savings Plan assets move in 2023? ▼
Zeta Associates Incorporated Savings Plan grew sharply - up 24.5% during 2023, from $410M to $511M. Reported net income was $101M.
How have Zeta Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zeta Associates's sponsor-wide assets grew 43.9%, from $410M to $590M.
Where does Zeta Associates Incorporated Savings Plan rank by assets among Form 5500 filers? ▼
Zeta Associates Incorporated Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Zeta Associates Incorporated Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unifirst Retirement Savings Plan in MA ($511M, 11,487 participants).
Which 401(k) plans cover a similar participant headcount to Zeta Associates Incorporated Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pexco LLC Retirement Savings Plan in GA (488 participants, $33M 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 541279046.

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.