401(k) · DOL Form 5500 · 2023

Zunis Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
38th
Percentile by assets National rank
$444,875
Avg per participant High balance/head
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Official DOL plan name: Zunis Capital Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Zunis Capital Management, Inc. · Oklahoma · Finance & Insurance

$4M in assets, 8 participants

Zunis Capital Management, Inc.'s Zunis Capital Management, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,367 in Finance & Insurance (8,869 peers)

Zunis Capital Management, Inc. multi-year trail

Zunis Capital Management, Inc.'s plans moved +38.5% in assets from 2022 to 2024; this filing shows Zunis Capital Management, Inc. 401(k) Profit Sharing Plan at $4M / 8 participants.

#2,367
in Finance & Insurance (8,869 peers)
+19.6%
assets growth YoY

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

Zunis Capital Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,558,997 38th percentile higher than 38% 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

Zunis Capital Management, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zunis Capital Management, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zunis Capital Management, Inc. 401(k) Profit Sharing Plan reported net income rose from -$477K in the plan year 2022 filing to $584K in the plan year 2023 filing.
  • Zunis Capital Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Zunis Capital Management, Inc. 401(k) Profit Sharing Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 843966404 · Zunis Capital Management, Inc. PY 2023 · 401(k)

Zunis Capital Management, Inc. 401(k) Profit Sharing Plan · $4M · 8 · 38th

  • NET $4M
  • BOOK 8
  • VS-ST 38th
  • BOY 401(k)
  • SCH near Arizona Center for Implant, Facial and Oral Surgery, PC Profit Sharing Plan and Trust
  • EBSA ind #2367

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 Oklahoma →

Zunis Capital Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Zunis Capital Management, Inc. 401(k) Profit Sharing PlanZunis Capital Management, In…$4MArizona Center for Implant, Facial and Oral Surgery, PC Profit Sharing Plan and TrustArizona Center for Implant, …$4MIdeal Impact, Inc. 401(k) PlanIdeal Impact, Inc. 401(k) Pl…$4MMashburn 401(k) Plan$4MBuy Sod USA, LLC 401(k) Plan$4M
End-of-year total assets ($M) among Zunis Capital Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Zunis Capital Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Zunis Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.49428552606636% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.98M $4.12M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 8 $4M
2024 1 10 $4M

Zunis Capital Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$584K
Employer EIN843966404
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Zunis Capital Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Zunis Capital Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003558997 · Participants: 8Zunis Capital Management, Inc. 401(k) Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Zunis Capital Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Zunis Capital Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Zunis Capital Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Arizona Center for Implant, Facial and Oral Surgery, PC Profit Sharing Plan and Trust in AZ ($4M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Zunis Capital Management, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Zunis Capital Management, Inc. 401(k) Profit Sharing Plan grew sharply - up 19.6% during 2023, from $3M to $4M. Reported net income was $584K.
How have Zunis Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zunis Capital Management, Inc.'s sponsor-wide assets grew 38.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Zunis Capital Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arizona Center for Implant, Facial and Oral Surgery, PC Profit Sharing Plan and Trust in AZ ($4M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Zunis Capital Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 843966404.

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.