401(k) · DOL Form 5500 · 2023

Zenith Insurance Company 401(k) Plan

Data updated 2026-08-25

$355M
Total assets Above avg plan size
1,451
Participants Near avg headcount
97th
Percentile by assets National rank
$244,856
Avg per participant Above avg balance/head
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Official DOL plan name: Zenith 401(k) Plan · Sponsored by Zenith Insurance Company · California · Finance & Insurance

$355M in assets, 1,451 participants

Zenith Insurance Company's Zenith 401(k) Plan reported $355M in total assets and 1,451 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.

  • #8,364 in Finance & Insurance (8,869 peers)

Coverage in California

Zenith 401(k) Plan covers 1,451 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $355M.

#8,364
in Finance & Insurance (8,869 peers)
+16.8%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Zenith 401(k) Plan's outsized position by total assets

Zenith 401(k) Plan vs every filed plan by assets

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

$355,285,955 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

Zenith 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. Zenith 401(k) Plan lands in the large band (1,451 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zenith 401(k) Plan reported net income rose from -$48M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Zenith 401(k) Plan end-of-year assets rose from $304M in the plan year 2022 filing to $355M in the plan year 2023 filing.
  • Zenith 401(k) Plan reported participants rose from 1,440 in the plan year 2022 filing to 1,451 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951651549 · Zenith Insurance Company PY 2023 · 401(k)

Zenith 401(k) Plan · $355M · 1,451 · 97th

  • BOY $355M
  • SCH 1,451
  • EBSA 97th
  • PART 401(k)
  • TYPE near Benjamin Moore & Co. Deferred Savings and Investment Plan
  • NET ind #8364

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 California →

Zenith 401(k) Plan in the asset neighbourhood

Alpha Metallurgical Resources 401(k) Retirement Savings PlanAlpha Metallurgical Resource…$355MBasin Electric Power Cooperative 401(k) PlanBasin Electric Power Coopera…$355MZenith 401(k) Plan$355MBenjamin Moore & Co. Deferred Savings and Investment PlanBenjamin Moore & Co. Deferre…$355MBio-Techne Corporation and Affiliates Profit Sharing and Savings PlanBio-Techne Corporation and A…$355M
End-of-year total assets ($M) among Zenith 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$304M
Net Assets (End of Year)$355M
Net Income$51M
Employer EIN951651549
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zenith Insurance Company)

Sponsor-wide plan assets over time

All Zenith Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$399M 31.289299637942303% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $304M $399M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 1,440 $304M
2023 1 1,451 $355M
2024 1 1,459 $399M

Nearby 401(k) Plans in California

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

Zenith 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Zenith 401(k) Plan, Total assets ($B): 0.355285955 · Participants: 1451Zenith 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Zenith 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Zenith 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Benjamin Moore & Co. Deferred Savings and Investment Plan in NJ ($355M); by covered participants it is Independent Financial 401(k) Profit Sharing Plan in TX (1,451 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,451 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 Zenith 401(k) Plan assets move in 2023? ▼
Zenith 401(k) Plan grew sharply - up 16.8% during 2023, from $304M to $355M. Reported net income was $51M.
How have Zenith Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zenith Insurance Company's sponsor-wide assets grew 31.3%, from $304M to $399M.
Where does Zenith 401(k) Plan rank by assets among Form 5500 filers? ▼
Zenith 401(k) 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 Zenith 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Benjamin Moore & Co. Deferred Savings and Investment Plan in NJ ($355M, 1,821 participants).
Which 401(k) plans cover a similar participant headcount to Zenith 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Independent Financial 401(k) Profit Sharing Plan in TX (1,451 participants, $118M 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 951651549.

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.