401(k) · DOL Form 5500 · 2023

Chan Zuckerberg Initiative, LLC 401(k) Plan

Data updated 2026-08-11

$129M
Total assets
594
Participants
93rd
Percentile by assets
$217,656
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$129M
total plan assets (2023 EOY)
594
covered participants
93rd
percentile by assets (of 127,072 plans)
$217,656
avg assets per participant

Where Chan Zuckerberg Initiative, LLC Retirement Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Professional & Technical Services

Chan Zuckerberg Initiative, LLC Retirement Plan vs the 2023 asset distribution

By assets, Chan Zuckerberg Initiative, LLC Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

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)

$50M$100M$150M$200M 202220232024 $88M $167M ▲ +90.2%
Total plan assets by year, all Chan Zuckerberg Initiative, LLC plans on file
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 ($B) Participants Chan Zuckerberg Init…, Total assets ($B): 0.129287408 · Participants: 594Chan Zuckerberg Init…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 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 Retireme… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Chan Zuckerberg Initiative, LLC Retirement Plan by total assets, not by location.

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).

Next read for Chan Zuckerberg Initiative, LLC Retireme…

Scale reading

Ways to act on Chan Zuckerberg Initiative, LLC Retirement Plan's numbers.

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.