401(k) · DOL Form 5500 · 2023

Zumtobel Lighting, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
84
Participants Small participant base
66th
Percentile by assets National rank
$165,106
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan · Sponsored by Zumtobel Lighting, Inc. · New York · Manufacturing

$14M in assets, 84 participants

Zumtobel Lighting, Inc.'s Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan reported $14M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,032 in Manufacturing (18,722 peers)

Zumtobel Lighting, Inc. multi-year trail

Zumtobel Lighting, Inc.'s plans moved +22.1% in assets from 2022 to 2024; this filing shows Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan at $14M / 84 participants.

#10,032
in Manufacturing (18,722 peers)
+7.0%
assets growth YoY

Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$13,868,942 Top 34% higher than 66% 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

Zumtobel Lighting, Inc. 401(k) Retirement Savings 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. Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $909K in the plan year 2023 filing.
  • Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan reported participants fell from 87 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133204871 · Zumtobel Lighting, Inc. PY 2023 · 401(k)

Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan · $14M · 84 · 66th

  • PCT $14M
  • EIN 84
  • RANK 66th
  • PHOTO 401(k)
  • IND near Optimist Boys Home and Ranch 401(k) Profit Sharing Plan
  • EOY ind #10032

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 Manufacturing retirement plans → · Plans in New York →

Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Zumtobel Lighting, Inc. 401(k) Retirement Savings PlanZumtobel Lighting, Inc. 401(…$14MOptimist Boys Home and Ranch 401(k) Profit Sharing PlanOptimist Boys Home and Ranch…$14MFood Concepts International, LP 401(k) PlanFood Concepts International,…$14MAlpha II, LLC 401(k) Profit Sharing PlanAlpha II, LLC 401(k) Profit …$14MPliant Therapeutics, Inc 401(k) PlanPliant Therapeutics, Inc 401…$14M
End-of-year total assets ($M) among Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Zumtobel Lighting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Zumtobel Lighting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.08051489931722% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13M $15.8M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 87 $13M
2023 1 84 $14M
2024 1 78 $16M

Zumtobel Lighting, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$909K
Employer EIN133204871
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.013868942 · Participants: 84Zumtobel Lighting, Inc. 401(k) Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Optimist Boys Home and Ranch 401(k) Profit Sharing Plan in CA ($14M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan grew at a solid clip - up 7.0% during 2023, from $13M to $14M. Reported net income was $909K.
How have Zumtobel Lighting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zumtobel Lighting, Inc.'s sponsor-wide assets grew 22.1%, from $13M to $16M.
Which 401(k) plans are similar in size to Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Optimist Boys Home and Ranch 401(k) Profit Sharing Plan in CA ($14M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Zumtobel Lighting, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants, N/A 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 133204871.

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.