401(k) · DOL Form 5500 · 2023

Z&z Holding Company, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
170
Participants Small participant base
69th
Percentile by assets National rank
$95,289
Avg per participant Below avg balance/head
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Official DOL plan name: Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Z&z Holding Company, Inc. · Oregon · Wholesale Trade

$16M in assets, 170 participants

Z&z Holding Company, Inc.'s Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan reported $16M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,032 in Wholesale Trade (6,309 peers)

Coverage in Oregon

Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan covers 170 participants in Oregon, about 38% of the average Oregon filer (state average ~443 per filing). Assets: $16M.

#4,032
in Wholesale Trade (6,309 peers)
-20.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,199,183 Top 31% higher than 69% 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

Z & Z Holding Company, Inc. 401(k) Profit Sharing 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. Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan reported net income fell from -$2M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $20M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan reported participants rose from 154 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461959833 · Z&z Holding Company, Inc. PY 2023 · 401(k)

Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan · $16M · 170 · 69th

  • RANK $16M
  • RANK 170
  • RANK 69th
  • RANK 401(k)
  • RANK near Capital Bancorp, Inc. 401(k) Profit Sharing Plan
  • RANK ind #4032

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 Wholesale Trade retirement plans → · Plans in Oregon →

Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Z & Z Holding Company, Inc. 401(k) Profit Sharing PlanZ & Z Holding Company, Inc. …$16MCapital Bancorp, Inc. 401(k) Profit Sharing PlanCapital Bancorp, Inc. 401(k)…$16MHefty Seed Company 401(k) Plan and TrustHefty Seed Company 401(k) Pl…$16MDefined Contribution Plan for Mid-South Transportation Management, Inc.Defined Contribution Plan fo…$16MDavidon Homes Salary Deferral PlanDavidon Homes Salary Deferra…$16M
End-of-year total assets ($M) among Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$4M
Employer EIN461959833
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Z&z Holding Company, Inc.)

Sponsor-wide plan assets over time

All Z&z Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $20.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 154 $20M
2023 1 170 $16M
2024 1 156 N/A

Nearby 401(k) Plans in Oregon

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

Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.016199183 · Participants: 170Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Capital Bancorp, Inc. 401(k) Profit Sharing Plan in TX ($16M); by covered participants it is Onin Group 401(k) Plan in AL (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan declined sharply - down 20.8% during 2023, from $20M to $16M. Reported net income was -$4M.
Which 401(k) plans are similar in size to Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Bancorp, Inc. 401(k) Profit Sharing Plan in TX ($16M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (170 participants, $1M 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 461959833.

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.