401(k) · DOL Form 5500 · 2023
Zeta Associates 401(k) Plan
Data updated 2026-08-11
- $511M
- Total assets
- 488
- Participants
- 97th
- Percentile by assets
- $1.0M
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $511M
- total plan assets (2023 EOY)
- 488
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $1.0M
- avg assets per participant
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.
Zeta Associates Incorporated Savings Plan vs the 2023 asset distribution
By assets, Zeta Associates Incorporated Savings Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $410M |
|---|---|
| Net Assets (End of Year) | $511M |
| Net Income | $101M |
| Employer EIN | 541279046 |
| Plan Effective Date | 1984-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zeta Associates)
| 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
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Zeta Associates Incorporated Savings Plan by total assets, not by location.
- Unifirst Retirement Savings Plan (MA) $511M · 11,487
- Mfsaving Retirement Plan (MA) $510M · 1,664
- Macmillan Retirement Savings Plan (NY) $511M · 1,912
- Aaa Club Alliance Inc. 401(k) Retirement Savings Plan (DE) $511M · 4,756
Frequently Asked Questions
How did Zeta Associates Incorporated Savings Plan assets move in 2023? ▼
How have Zeta Associates plan assets changed over time? ▼
Where does Zeta Associates Incorporated Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Zeta Associates Incorporated Savings Plan? ▼
Next read for Zeta Associates Incorporated Savings Pla…
Scale reading
Ways to act on Zeta Associates Incorporated Savings Plan's numbers.
- By total assets, Zeta Associates Incorporated Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Zeta Associates's sponsor-wide assets have grown 43.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans