401(k) · DOL Form 5500 · 2023

Chan Zuckerberg Initiative, LLC 401(k) Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
594
Participants Below avg headcount
93rd
Percentile by assets National rank
$217,656
Avg per participant Above avg balance/head
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Official DOL plan name: Chan Zuckerberg Initiative, LLC Retirement Plan · Sponsored by Chan Zuckerberg Initiative, LLC · California · Professional & Technical Services

$129M in assets, 594 participants

Chan Zuckerberg Initiative, LLC's Chan Zuckerberg Initiative, LLC Retirement Plan reported $129M in total assets and 594 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,110 in Professional & Technical Services (20,321 peers)

Where Chan Zuckerberg Initiative, LLC Retirement Plan sits by assets

Chan Zuckerberg Initiative, LLC Retirement Plan sits in the top 10% of all filed plans by assets, $129M for 594 participants (~$217,656/participant), up 46.9% in 2023.

#19,110
in Professional & Technical Services (20,321 peers)
+46.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Chan Zuckerberg Initiative, LLC Retirement Plan's outsized position by total assets

Chan Zuckerberg Initiative, LLC Retirement Plan vs every filed plan by assets

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

$129,287,408 Top 7% higher than 93% 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

Chan Zuckerberg Initiative, LLC Retirement 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. Chan Zuckerberg Initiative, LLC Retirement Plan sits mid-pack in the medium band (594 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chan Zuckerberg Initiative, LLC Retirement Plan reported net income rose from $7M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Chan Zuckerberg Initiative, LLC Retirement Plan end-of-year assets rose from $88M in the plan year 2022 filing to $129M in the plan year 2023 filing.
  • Chan Zuckerberg Initiative, LLC Retirement Plan reported participants rose from 419 in the plan year 2022 filing to 594 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810903867 · Chan Zuckerberg Initiative, LLC PY 2023 · 401(k)

Chan Zuckerberg Initiative, LLC Retirement Plan · $129M · 594 · 93rd

  • EIN $129M
  • RANK 594
  • PHOTO 93rd
  • IND 401(k)
  • EOY near Amplify Education, Inc. 401(k) Plan
  • 5500 ind #19110

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 California →

Chan Zuckerberg Initiative, LLC Retirement Plan in the asset neighbourhood

Petvet Care Centers Management, LLC Retirement Savings PlanPetvet Care Centers Manageme…$129MChan Zuckerberg Initiative, LLC Retirement PlanChan Zuckerberg Initiative, …$129MAmplify Education, Inc. 401(k) PlanAmplify Education, Inc. 401(…$129MSummit Companies 401(k) Profit Sharing PlanSummit Companies 401(k) Prof…$129MCaptive-Aire Systems, Inc. 401(k) PlanCaptive-Aire Systems, Inc. 4…$129M
End-of-year total assets ($M) among Chan Zuckerberg Initiative, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$129M
Net Income$41M
Employer EIN810903867
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chan Zuckerberg Initiative, LLC)

Sponsor-wide plan assets over time

All Chan Zuckerberg Initiative, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$167M 90.19174178986692% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $88M $167M ▲ +90.2%
Year Plans Participants Total Assets
2022 1 419 $88M
2023 1 594 $129M
2024 1 520 $167M

Nearby 401(k) Plans in California

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

Chan Zuckerberg Initiative, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Chan Zuckerberg Initiative, LLC Retirement Plan, Total assets ($B): 0.129287408 · Participants: 594Chan Zuckerberg Initiative, LLC Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Chan Zuckerberg Initiative, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Chan Zuckerberg Initiative, LLC Retirement Plan side-by-side with 3 peers →

Chan Zuckerberg Initiative, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Amplify Education, Inc. 401(k) Plan in NY ($129M); by covered participants it is Rag & Bone Industries, LLC 401(k) Plan in NY (594 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($129M here).

Similar participant headcount

Nearest other-state filings by covered participants (594 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 Chan Zuckerberg Initiative, LLC Retirement Plan assets move in 2023? ▼
Chan Zuckerberg Initiative, LLC Retirement Plan surged - up 46.9% during 2023, from $88M to $129M. Reported net income was $41M.
How have Chan Zuckerberg Initiative, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chan Zuckerberg Initiative, LLC's sponsor-wide assets grew 90.2%, from $88M to $167M.
Where does Chan Zuckerberg Initiative, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Chan Zuckerberg Initiative, LLC Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Chan Zuckerberg Initiative, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amplify Education, Inc. 401(k) Plan in NY ($129M, 1,318 participants).
Which 401(k) plans cover a similar participant headcount to Chan Zuckerberg Initiative, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rag & Bone Industries, LLC 401(k) Plan in NY (594 participants, $10M 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 810903867.

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.