401(k) · DOL Form 5500 · 2023

Ziegler Inc. 401(k) Plan

Data updated 2026-08-25

$349M
Total assets Above avg plan size
2,441
Participants Above avg headcount
97th
Percentile by assets National rank
$143,116
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,242
in Retail Trade (8,414 peers)
+20.5%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Ziegler Inc. Voluntary Retirement Savings Plan's outsized position by total assets

Ziegler Inc. Voluntary Retirement Savings Plan vs every filed plan by assets

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

$349,346,100 Top 3% higher than 97% 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

Ziegler Inc. Voluntary Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ziegler Inc. Voluntary Retirement Savings Plan lands in the large band (2,441 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Plan-year Form 5500 strip

Filing strip 410624660 · Ziegler Inc. PY 2023 · 401(k)

Ziegler Inc. Voluntary Retirement Savings Plan · $349M · 2,441 · 97th

  • EIN $349M
  • RANK 2,441
  • PHOTO 97th
  • IND 401(k)
  • EOY near Premium Brands Services LLC 401(k) Savings Plan
  • 5500 ind #8242

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 Retail Trade retirement plans → · Plans in Minnesota →

Ziegler Inc. Voluntary Retirement Savings Plan in the asset neighbourhood

Pentagon Federal Credit Union Thrift/Savings PlanPentagon Federal Credit Unio…$350MRelated Partners, Inc. Retirement Savings PlanRelated Partners, Inc. Retir…$349MThe Nebraska Furniture Mart, Inc. Profit Sharing PlanThe Nebraska Furniture Mart,…$349MZiegler Inc. Voluntary Retirement Savings PlanZiegler Inc. Voluntary Retir…$349MPremium Brands Services LLC 401(k) Savings PlanPremium Brands Services LLC …$349M
End-of-year total assets ($M) among Ziegler Inc. Voluntary Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$290M
Net Assets (End of Year)$349M
Net Income$59M
Employer EIN410624660
Plan Effective Date1984-06-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Ziegler Inc.)

Sponsor-wide plan assets over time

All Ziegler Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$387M 33.53205261347231% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $290M $387M ▲ +33.5%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Ziegler Inc. Voluntary Retirement Savings Plan, Total assets ($B): 0.3493461 · Participants: 2441Ziegler Inc. Voluntary Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Ziegler Inc. Voluntary Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Ziegler Inc. Voluntary Retirement Savings Plan side-by-side with 3 peers →

Ziegler Inc. Voluntary Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Premium Brands Services LLC 401(k) Savings Plan in NJ ($349M); by covered participants it is Aptargroup, Inc. Profit Sharing and Savings Plan in IL (2,441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,441 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 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).
Which 401(k) plans cover a similar participant headcount to Ziegler Inc. Voluntary Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aptargroup, Inc. Profit Sharing and Savings Plan in IL (2,441 participants, $286M 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 410624660.

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.