401(k) · DOL Form 5500 · 2023

Zwi Group LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
39th
Percentile by assets National rank
$227,153
Avg per participant Above avg balance/head
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Official DOL plan name: Zwi Group LLC Retirement Plan · Sponsored by Zwi Group LLC · New Jersey · Wholesale Trade

$4M in assets, 16 participants

Zwi Group LLC's Zwi Group LLC Retirement Plan reported $4M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,748 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Zwi Group LLC Retirement Plan holds $4M for 16 participants - about $227,153 per participant, in the lower half of filed plans by assets.

#1,748
in Wholesale Trade (6,309 peers)
+5.7%
assets growth YoY

Zwi Group LLC Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Zwi Group LLC Retirement Plan vs every filed plan by assets

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

$3,634,445 39th percentile higher than 39% 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

Zwi Group LLC Retirement 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. Zwi Group LLC Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zwi Group LLC Retirement Plan reported net income fell from $654K in the plan year 2022 filing to $196K in the plan year 2023 filing.
  • Zwi Group LLC Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 273225877 · Zwi Group LLC PY 2023 · 401(k)

Zwi Group LLC Retirement Plan · $4M · 16 · 39th

  • PART $4M
  • PART 16
  • PART 39th
  • PART 401(k)
  • PART near Reliant Capital Solutions, LLC 401(k) Savings Plan
  • PART ind #1748

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 New Jersey →

Zwi Group LLC Retirement Plan in the asset neighbourhood

Zwi Group LLC Retirement Plan$4MReliant Capital Solutions, LLC 401(k) Savings PlanReliant Capital Solutions, L…$4MHabeeb & Associates Architects, Inc. 401(k) Profit Sharing PlanHabeeb & Associates Architec…$4MNorth Country Insurance Company 401(k) Profit Sharing PlanNorth Country Insurance Comp…$4MIds Group, Inc. Employees' Retirement PlanIds Group, Inc. Employees' R…$4M
End-of-year total assets ($M) among Zwi Group LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$196K
Employer EIN273225877
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zwi Group LLC)

Sponsor-wide plan assets over time

All Zwi Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 5.286353626453149% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $9.55M $9.04M ▼ -5.3%
Year Plans Participants Total Assets
2022 2 32 $10M
2023 2 33 $10M
2024 2 34 $9M

Nearby 401(k) Plans in New Jersey

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

Zwi Group LLC Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Zwi Group LLC Retirement Plan, Total assets ($B): 0.003634445 · Participants: 16Zwi Group LLC Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Zwi Group LLC Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Zwi Group LLC Retirement Plan side-by-side with 3 peers →

Zwi Group LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Reliant Capital Solutions, LLC 401(k) Savings Plan in OH ($4M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Zwi Group LLC Retirement Plan assets move in 2023? ▼
Zwi Group LLC Retirement Plan grew at a solid clip - up 5.7% during 2023, from $3M to $4M. Reported net income was $196K.
How have Zwi Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zwi Group LLC's sponsor-wide assets declined 5.3%, from $10M to $9M.
Which 401(k) plans are similar in size to Zwi Group LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reliant Capital Solutions, LLC 401(k) Savings Plan in OH ($4M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Zwi Group LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M 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 273225877.

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.