401(k) · DOL Form 5500 · 2023

B. C. Ziegler and Company 401(k) Plan

Data updated 2026-08-11

$99M
Total assets
194
Participants
91st
Percentile by assets
$509,634
Avg per participant
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Official DOL plan name: Ziegler 401(k) Retirement Plan · Sponsored by B. C. Ziegler and Company · Illinois · Finance & Insurance

$99M in assets, 194 participants

B. C. Ziegler and Company's Ziegler 401(k) Retirement Plan reported $99M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #7,665 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Ziegler 401(k) Retirement Plan covers 194 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $99M.

$99M
total plan assets (2023 EOY)
194
covered participants
91st
percentile by assets (of 127,072 plans)
$509,634
avg assets per participant

Where Ziegler 401(k) Retirement Plan sits by total assets

Ziegler 401(k) Retirement Plan vs every filed plan by assets

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

$98,868,966 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ziegler 401(k) Retirement Plan reported net income rose from -$30M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Ziegler 401(k) Retirement Plan end-of-year assets rose from $86M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Ziegler 401(k) Retirement Plan reported participants rose from 188 in the plan year 2022 filing to 194 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Finance & Insurance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Ziegler 401(k) Retirement Plan reports 194 participants - about 25% of that state average ($99M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$99M
Net Income$13M
Employer EIN390727640
Plan Effective Date1980-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (B. C. Ziegler and Company)

$80M$90M$100M$110M 202220232024 $86M $108M ▲ +25.1%
Total plan assets by year, all B. C. Ziegler and Company plans on file
Year Plans Participants Total Assets
2022 1 188 $86M
2023 1 194 $99M
2024 1 181 $108M

Nearby 401(k) Plans in Illinois

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

Ziegler 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ziegler 401(k) Retir…, Total assets ($B): 0.098868966 · Participants: 194Ziegler 401(k) Retir…Accenture United Sta…, Total assets ($B): 17.594548115 · Participants: 69974Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Sa…Abbott Laboratories …, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement…
Ziegler 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ziegler 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did Ziegler 401(k) Retirement Plan assets move in 2023? ▼
Ziegler 401(k) Retirement Plan grew at a solid clip - up 15.0% during 2023, from $86M to $99M. Reported net income was $13M.
How have B. C. Ziegler and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B. C. Ziegler and Company's sponsor-wide assets grew 25.1%, from $86M to $108M.
Where does Ziegler 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ziegler 401(k) Retirement Plan ranks in the 91st 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 Ziegler 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Starwood Property Trust, Inc. Savings Plan in FL ($99M, 298 participants).

Next read for Ziegler 401(k) Retirement Plan

Filing takeaways

Ways to act on Ziegler 401(k) Retirement Plan's numbers.

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 390727640.

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.