401(k) · DOL Form 5500 · 2023

Alan J. Zuccari, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
66
Participants Small participant base
62nd
Percentile by assets National rank
$179,624
Avg per participant Above avg balance/head
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Official DOL plan name: Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan · Sponsored by Alan J. Zuccari, Inc. · Virginia · Finance & Insurance

$12M in assets, 66 participants

Alan J. Zuccari, Inc.'s Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,179 in Finance & Insurance (8,869 peers)

Alan J. Zuccari, Inc. multi-year trail

Alan J. Zuccari, Inc.'s plans moved +19.1% in assets from 2022 to 2024; this filing shows Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan at $12M / 66 participants.

#4,179
in Finance & Insurance (8,869 peers)
+8.9%
assets growth YoY

Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,855,157 Top 38% higher than 62% 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

Alan J. Zuccari, Inc. 401(k) 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. Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $972K in the plan year 2023 filing.
  • Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan reported participants rose from 58 in the plan year 2022 filing to 66 in the plan year 2023 filing.
  • Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 541206590 · Alan J. Zuccari, Inc. PY 2023 · 401(k)

Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan · $12M · 66 · 62nd

  • BOOK $12M
  • VS-ST 66
  • BOY 62nd
  • SCH 401(k)
  • EBSA near A.H. Management Group, Inc. Employees' Profit Sharing Trust
  • PART ind #4179

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 Finance & Insurance retirement plans → · Plans in Virginia →

Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Alan J. Zuccari, Inc. 401(k) Profit Sharing PlanAlan J. Zuccari, Inc. 401(k)…$12MA.H. Management Group, Inc. Employees' Profit Sharing TrustA.H. Management Group, Inc. …$12MCarroll Distributing & Construction Supply, Inc. 401(k) Profit Sharing PlanCarroll Distributing & Const…$12MExpresspoint Technology Services, Inc. 401(k) PlanExpresspoint Technology Serv…$12MInstitute of Community Services, Inc. 403(b) Retirement PlanInstitute of Community Servi…$12M
End-of-year total assets ($M) among Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alan J. Zuccari, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alan J. Zuccari, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 19.061816475057622% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.9M $13M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 58 $11M
2023 1 66 $12M
2024 1 62 $13M

Alan J. Zuccari, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$972K
Employer EIN541206590
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011855157 · Participants: 66Alan J. Zuccari, Inc. 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is A.H. Management Group, Inc. Employees' Profit Sharing Trust in IL ($12M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.9% during 2023, from $11M to $12M. Reported net income was $972K.
How have Alan J. Zuccari, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alan J. Zuccari, Inc.'s sponsor-wide assets grew 19.1%, from $11M to $13M.
Which 401(k) plans are similar in size to Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is A.H. Management Group, Inc. Employees' Profit Sharing Trust in IL ($12M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants, $3M 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 541206590.

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.