401(k) · DOL Form 5500 · 2023
Babst, Calland, Clements & Zomnir, P.C. 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 124
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $565,294
- Avg per participant High balance/head
Official DOL plan name: Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I · Sponsored by Babst, Calland, Clements & Zomnir, P.C. · Pennsylvania · Professional & Technical Services
$70M in assets, 124 participants
Babst, Calland, Clements & Zomnir, P.C.'s Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I reported $70M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #18,253 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I covers 124 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $70M.
- #18,253
- in Professional & Technical Services (20,321 peers)
- +10.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I's outsized position by total assets
Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$70,096,395 Top 11% higher than 89% 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
Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I 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. Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I sits mid-pack in the medium band (124 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I reported net income rose from -$17M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I end-of-year assets rose from $63M in the plan year 2022 filing to $70M in the plan year 2023 filing.
- Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I reported participants fell from 128 in the plan year 2022 filing to 124 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 251523683 · Babst, Calland, Clements & Zomnir, P.C. PY 2023 · 401(k)
Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I · $70M · 124 · 89th
- BOOK $70M
- VS-ST 124
- BOY 89th
- SCH 401(k)
- EBSA near Carelon Peo 401(k) Plan
- PART ind #18253
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 Pennsylvania →
Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $7M |
| Employer EIN | 251523683 |
| Plan Effective Date | 1986-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Babst, Calland, Clements & Zomnir, P.C.)
Sponsor-wide plan assets over time
All Babst, Calland, Clements & Zomnir, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 25.22906508871417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 161 | $70M |
| 2023 | 2 | 162 | $79M |
| 2024 | 2 | 164 | $88M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Carelon Peo 401(k) Plan in IN ($70M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Carelon Peo 401(k) Plan (IN) $70M · 528
- Technic, Inc. 401(k) Plan (RI) $70M · 308
- Curium US LLC 401(k) Plan (MO) $70M · 513
- Bel Brands USA 401(k) and Profit Sharing Plan (IL) $70M · 823
Similar participant headcount
Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.
- F.L. Chamberlain School Retirement Plan (MA) 124 · 0 off
- The Contractors Retirement Plan (VA) 124 · 0 off
- Zymeworks Biopharmaceuticals 401(k) Plan () 124 · 0 off
- Jazzercise, Inc. 401(k) Profit Sharing Plan (CA) 124 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.