401(k) · DOL Form 5500 · 2023

Zep Inc. 401(k) Plan

Data updated 2026-08-25

$154M
Total assets Near avg plan size
1,221
Participants Near avg headcount
94th
Percentile by assets National rank
$126,121
Avg per participant Near avg balance/head
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Official DOL plan name: Zep Inc. 401(k) Plan · Sponsored by Zep Inc. · Georgia · Management of Enterprises

$154M in assets, 1,221 participants

Zep Inc.'s Zep Inc. 401(k) Plan reported $154M in total assets and 1,221 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #915 in Management of Enterprises (1,137 peers)

Where Zep Inc. 401(k) Plan sits by assets

Zep Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $154M for 1,221 participants (~$126,121/participant), up 4.1% in 2023.

#915
in Management of Enterprises (1,137 peers)
+4.1%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Zep Inc. 401(k) Plan's outsized position by total assets

Zep Inc. 401(k) Plan vs every filed plan by assets

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

$153,993,475 Top 6% higher than 94% 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

Zep Inc. 401(k) 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. Zep Inc. 401(k) Plan lands in the large band (1,221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zep Inc. 401(k) Plan reported net income rose from -$47M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Zep Inc. 401(k) Plan reported participants fell from 1,285 in the plan year 2022 filing to 1,221 in the plan year 2023 filing.
  • Zep Inc. 401(k) Plan end-of-year assets rose from $148M in the plan year 2022 filing to $154M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260783366 · Zep Inc. PY 2023 · 401(k)

Zep Inc. 401(k) Plan · $154M · 1,221 · 94th

  • SCH $154M
  • EBSA 1,221
  • PART 94th
  • TYPE 401(k)
  • NET near Samaritan's Purse 401(k) Retirement Plan
  • BOOK ind #915

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 Management of Enterprises retirement plans → · Plans in Georgia →

Zep Inc. 401(k) Plan in the asset neighbourhood

Farmers Mutual Hail Tax Deferred Savings PlanFarmers Mutual Hail Tax Defe…$154MZep Inc. 401(k) Plan$154MSamaritan's Purse 401(k) Retirement PlanSamaritan's Purse 401(k) Ret…$154MTri Pointe Group 401(k) Profit Sharing PlanTri Pointe Group 401(k) Prof…$154MFirst Financial Bancorp 401(k) Savings PlanFirst Financial Bancorp 401(…$154M
End-of-year total assets ($M) among Zep Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$154M
Net Income$6M
Employer EIN260783366
Plan Effective Date1961-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Zep Inc.)

Sponsor-wide plan assets over time

All Zep Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$160M 8.149368430295135% vs 2022
2024 filing year
$145M$150M$155M$160M$165M 202220232024 $148M $160M ▲ +8.1%
Year Plans Participants Total Assets
2022 1 1,285 $148M
2023 1 1,221 $154M
2024 1 1,106 $160M

Nearby 401(k) Plans in Georgia

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

Zep Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Zep Inc. 401(k) Plan, Total assets ($B): 0.153993475 · Participants: 1221Zep Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Zep Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Zep Inc. 401(k) Plan side-by-side with 3 peers →

Zep Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Samaritan's Purse 401(k) Retirement Plan in NC ($154M); by covered participants it is Hensley & Company Profit Sharing Plan and Trust in AZ (1,221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($154M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,221 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 Zep Inc. 401(k) Plan assets move in 2023? ▼
Zep Inc. 401(k) Plan edged up modestly - up 4.1% during 2023, from $148M to $154M. Reported net income was $6M.
How have Zep Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zep Inc.'s sponsor-wide assets grew 8.1%, from $148M to $160M.
Where does Zep Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Zep Inc. 401(k) Plan ranks in the 94th 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 Zep Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Samaritan's Purse 401(k) Retirement Plan in NC ($154M, 1,575 participants).
Which 401(k) plans cover a similar participant headcount to Zep Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hensley & Company Profit Sharing Plan and Trust in AZ (1,221 participants, $78M 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 260783366.

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.