401(k) · DOL Form 5500 · 2023
Ziegler Cooper, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $348,040
- Avg per participant High balance/head
Official DOL plan name: Ziegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and Trust · Sponsored by Ziegler Cooper, Inc. · Texas · Professional & Technical Services
$19M in assets, 55 participants
Ziegler Cooper, Inc.'s Ziegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and Trust reported $19M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #14,522 in Professional & Technical Services (20,321 peers)
Ziegler Cooper, Inc. multi-year trail
Ziegler Cooper, Inc.'s plans moved +13.5% in assets from 2022 to 2024; this filing shows Ziegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and Trust at $19M / 55 participants.
- #14,522
- in Professional & Technical Services (20,321 peers)
- +10.4%
- assets growth YoY
Ziegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and Trust's outsized position by total assets
Ziegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,142,215 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ziegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ziegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and Trust is a small filing (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ziegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Ziegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and Trust reported participants fell from 66 in the plan year 2022 filing to 55 in the plan year 2023 filing.
- Ziegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 760025468 · Ziegler Cooper, Inc. PY 2023 · 401(k)
Ziegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and Trust · $19M · 55 · 72nd
- SCH $19M
- EBSA 55
- PART 72nd
- TYPE 401(k)
- NET near Tm Holdings, Inc. 401(k) Profit Sharing Plan and Trust
- BOOK ind #14522
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 Professional & Technical Services retirement plans → · Plans in Texas →
Ziegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and Trust in the asset neighbourhood
Ziegler Cooper, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Ziegler Cooper, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 13.527982115852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $17M |
| 2023 | 1 | 55 | $19M |
| 2024 | 1 | 53 | $20M |
Ziegler Cooper, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 760025468 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Ziegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Tm Holdings, Inc. 401(k) Profit Sharing Plan and Trust in KS ($19M); by covered participants it is Verico Technology LLC 401(k) Plan in NH (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Tm Holdings, Inc. 401(k) Profit Sharing Plan and Trust (KS) $19M · 382
- Treasure Coast Hospice Retirement Plan (FL) $19M · 391
- Methodist Le Bonheur Healthcare 401(k) Plan (TN) $19M · 146
- Strong Law PC 401(k) Plan (MO) $19M · 21
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
- Verico Technology LLC 401(k) Plan (NH) 55 · 0 off
- Michigan City Paper Box Company Profit Sharing & Savings Plan (IN) 55 · 0 off
- Aceco Machine Works, Inc. 401(k) Plan (ID) 55 · 0 off
- Dinse P.C. Retirement Plan (VT) 55 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.