401(k) · DOL Form 5500 · 2023

Bartko, Zankel, Bunzel & Miller 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
68
Participants Small participant base
79th
Percentile by assets National rank
$426,280
Avg per participant High balance/head
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Official DOL plan name: Bartko, Zankel, Bunzel & Miller Profit Sharing Plan · Sponsored by Bartko, Zankel, Bunzel & Miller · California · Professional & Technical Services

$29M in assets, 68 participants

Bartko, Zankel, Bunzel & Miller's Bartko, Zankel, Bunzel & Miller Profit Sharing Plan reported $29M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,084 in Professional & Technical Services (20,321 peers)

Where Bartko, Zankel, Bunzel & Miller Profit Sharing Plan sits by assets

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan sits in the top quartile of all filed plans by assets, $29M for 68 participants (~$426,280/participant), up 25.2% in 2023.

#16,084
in Professional & Technical Services (20,321 peers)
+25.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan's outsized position by total assets

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan vs every filed plan by assets

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

$28,987,027 Top 21% higher than 79% 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

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bartko, Zankel, Bunzel & Miller Profit Sharing Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bartko, Zankel, Bunzel & Miller Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bartko, Zankel, Bunzel & Miller Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Bartko, Zankel, Bunzel & Miller Profit Sharing Plan reported participants rose from 62 in the plan year 2022 filing to 68 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942542676 · Bartko, Zankel, Bunzel & Miller PY 2023 · 401(k)

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan · $29M · 68 · 79th

  • BOY $29M
  • SCH 68
  • EBSA 79th
  • PART 401(k)
  • TYPE near Fms 401(k) Profit Sharing Plan and Trust
  • NET ind #16084

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 →

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan in the asset neighbourhood

Bartko, Zankel, Bunzel & Miller Profit Sharing PlanBartko, Zankel, Bunzel & Mil…$29MFms 401(k) Profit Sharing Plan and TrustFms 401(k) Profit Sharing Pl…$29MBrady Companies, LLC 401(k) PlanBrady Companies, LLC 401(k) …$29MDecco, Inc. 401(k) Ps Plan$29MDsi Holding USA Inc. Profit Sharing and Retirement PlanDsi Holding USA Inc. Profit …$29M
End-of-year total assets ($M) among Bartko, Zankel, Bunzel & Miller Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN942542676
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartko, Zankel, Bunzel & Miller)

Sponsor-wide plan assets over time

All Bartko, Zankel, Bunzel & Miller plans reported in each filing year

Latest sponsor-wide plan assets
$29M 25.22609429952013% vs 2022
2023 filing year
$22M$24M$26M$28M$30M 20222023 $23.2M $29M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 62 $23M
2023 1 68 $29M

Nearby 401(k) Plans in California

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

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bartko, Zankel, Bunzel & Miller Profit Sharing Plan, Total assets ($B): 0.028987027 · Participants: 68Bartko, Zankel, Bunzel & Miller Profit Sharing 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
Bartko, Zankel, Bunzel & Miller Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bartko, Zankel, Bunzel & Miller Profit Sharing Plan side-by-side with 3 peers →

Bartko, Zankel, Bunzel & Miller Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fms 401(k) Profit Sharing Plan and Trust in IL ($29M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Bartko, Zankel, Bunzel & Miller Profit Sharing Plan assets move in 2023? ▼
Bartko, Zankel, Bunzel & Miller Profit Sharing Plan grew sharply - up 25.2% during 2023, from $23M to $29M. Reported net income was $6M.
How have Bartko, Zankel, Bunzel & Miller plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bartko, Zankel, Bunzel & Miller's sponsor-wide assets grew 25.2%, from $23M to $29M.
Where does Bartko, Zankel, Bunzel & Miller Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bartko, Zankel, Bunzel & Miller Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bartko, Zankel, Bunzel & Miller Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fms 401(k) Profit Sharing Plan and Trust in IL ($29M, 323 participants).
Which 401(k) plans cover a similar participant headcount to Bartko, Zankel, Bunzel & Miller Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants, $28M 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 942542676.

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.