401(k) · DOL Form 5500 · 2023

Ziegler Inc. 401(k) Plan

Data updated 2026-08-11

$349M
Total assets: 2,441
Participants: 97th
Percentile by assets: $143,116
Avg per participant

Official DOL plan name: Ziegler Inc. Voluntary Retirement Savings Plan · Sponsored by Ziegler Inc. · Minnesota · Retail Trade

$349M in assets, 2,441 participants

Ziegler Inc.'s Ziegler Inc. Voluntary Retirement Savings Plan reported $349M in total assets and 2,441 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)
#8,242 in Retail Trade (8,414 peers)

Coverage in Minnesota

Ziegler Inc. Voluntary Retirement Savings Plan covers 2,441 participants in Minnesota, 2.2x the typical Minnesota plan (state average ~1,126 per filing). Assets: $349M.

$349M
total plan assets (2023 EOY): 2,441
covered participants: 97th
percentile by assets (of 127,072 plans): $143,116
avg assets per participant

Ziegler Inc. Voluntary Retirement Savings Plan reported net income rose from -$51M in the plan year 2022 filing to $59M in the plan year 2023 filing.
Ziegler Inc. Voluntary Retirement Savings Plan end-of-year assets rose from $290M in the plan year 2022 filing to $349M in the plan year 2023 filing.
Ziegler Inc. Voluntary Retirement Savings Plan reported participants rose from 2,286 in the plan year 2022 filing to 2,441 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Minnesota

Industry

Retail Trade

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Ziegler Inc. Voluntary Retirement Savings Plan reports 2,441 participants - 2.2x that state average ($349M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)	$290M
Net Assets (End of Year)	$349M
Net Income	$59M
Employer EIN	410624660
Plan Effective Date	1984-06-26
Filing Status	FILING RECEIVED

Sponsor Plan History (Ziegler Inc.)

Total plan assets by year, all Ziegler Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	2,286	$290M
2023	1	2,441	$349M
2024	1	2,800	$387M

Nearby 401(k) Plans in Minnesota

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

Ziegler Inc. Voluntary Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
Target Corporation 401(k) Plan $13.0B · 432,617
Medtronic Savings and Investment Plan $12.9B · 44,342
3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
U.S. Bank 401(k) Savings Plan $10.3B · 75,272

Compare Ziegler Inc. Voluntary Retirement Saving… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ziegler Inc. Voluntary Retirement Savings Plan by total assets, not by location.

Premium Brands Services LLC 401(k) Savings Plan (NJ) $349M · 11,479
The Nebraska Furniture Mart, Inc. Profit Sharing Plan (NE) $349M · 4,955
Related Partners, Inc. Retirement Savings Plan (NY) $349M · 4,198
Pentagon Federal Credit Union Thrift/Savings Plan (VA) $350M · 3,393

Frequently Asked Questions

How did Ziegler Inc. Voluntary Retirement Savings Plan assets move in 2023? ▼

Ziegler Inc. Voluntary Retirement Savings Plan grew sharply - up 20.5% during 2023, from $290M to $349M. Reported net income was $59M.

How have Ziegler Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ziegler Inc.'s sponsor-wide assets grew 33.5%, from $290M to $387M.

Where does Ziegler Inc. Voluntary Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Ziegler Inc. Voluntary Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Ziegler Inc. Voluntary Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Premium Brands Services LLC 401(k) Savings Plan in NJ ($349M, 11,479 participants).

Next read for Ziegler Inc. Voluntary Retirement Saving…

Filing takeaways

Ways to act on Ziegler Inc. Voluntary Retirement Savings Plan's numbers.

By total assets, Ziegler Inc. Voluntary Retirement 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 Minnesota. Compare plans
Ziegler Inc.'s sponsor-wide assets have grown 33.5% since 2022 across 3 plan years on file. More Retail Trade plans

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 410624660.