401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$99M
Total assets Below avg plan size
194
Participants Below avg headcount
91st
Percentile by assets National rank
$509,634
Avg per participant High balance/head
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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.

  • #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.

#7,665
in Finance & Insurance (8,869 peers)
+15.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Ziegler 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ziegler 401(k) Retirement Plan sits mid-pack in the medium band (194 participants).

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 →

Form 5500 schedule snapshot

Filing strip 390727640 · B. C. Ziegler and Company PY 2023 · 401(k)

Ziegler 401(k) Retirement Plan · $99M · 194 · 91st

  • BOY $99M
  • SCH 194
  • EBSA 91st
  • PART 401(k)
  • TYPE near Starwood Property Trust, Inc. Savings Plan
  • NET ind #7665

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 Illinois →

Ziegler 401(k) Retirement Plan in the asset neighbourhood

W. C. Bradley Co. 401(k) Savings PlanW. C. Bradley Co. 401(k) Sav…$99MZiegler 401(k) Retirement PlanZiegler 401(k) Retirement Pl…$99MStarwood Property Trust, Inc. Savings PlanStarwood Property Trust, Inc…$99MSociety for Human Resource Management Incentive Savings PlanSociety for Human Resource M…$99MAem Retirement Plan$99M
End-of-year total assets ($M) among Ziegler 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All B. C. Ziegler and Company plans reported in each filing year

Latest sponsor-wide plan assets
$108M 25.06590329516476% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $86M $108M ▲ +25.1%
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 ($B) Participants Ziegler 401(k) Retirement Plan, Total assets ($B): 0.098868966 · Participants: 194Ziegler 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
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 →

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

Outside Illinois, the nearest 401(k) by assets is Starwood Property Trust, Inc. Savings Plan in FL ($99M); by covered participants it is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($99M here).

Similar participant headcount

Nearest other-state filings by covered participants (194 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 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).
Which 401(k) plans cover a similar participant headcount to Ziegler 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 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 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.