401(k) · DOL Form 5500 · 2023

Commonwealth Zoological Corporation 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
146
Participants Small participant base
61st
Percentile by assets National rank
$78,047
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zoo New England 401(k) Plan · Sponsored by Commonwealth Zoological Corporation · Massachusetts · Arts, Entertainment & Recreation

$11M in assets, 146 participants

Commonwealth Zoological Corporation's Zoo New England 401(k) Plan reported $11M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #2,239 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Massachusetts

Zoo New England 401(k) Plan covers 146 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#2,239
in Arts, Entertainment & Recreation (2,945 peers)
+25.3%
assets growth YoY

Zoo New England 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Zoo New England 401(k) Plan vs every filed plan by assets

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

$11,394,853 Top 39% higher than 61% 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

Zoo New England 401(k) 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. Zoo New England 401(k) Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zoo New England 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Zoo New England 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Zoo New England 401(k) Plan reported participants rose from 133 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043129124 · Commonwealth Zoological Corporation PY 2023 · 401(k)

Zoo New England 401(k) Plan · $11M · 146 · 61st

  • PHOTO $11M
  • IND 146
  • EOY 61st
  • 5500 401(k)
  • ASSETS near Bright Future Electric 401(k) Plan
  • PCT ind #2239

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 Arts, Entertainment & Recreation retirement plans → · Plans in Massachusetts →

Zoo New England 401(k) Plan in the asset neighbourhood

Bright Future Electric 401(k) PlanBright Future Electric 401(k…$11MDistinctively Pickled Products 401(k) PlanDistinctively Pickled Produc…$11MTst, Inc. 401(k) Retirement and Profit Sharing PlanTst, Inc. 401(k) Retirement …$11MZoo New England 401(k) Plan$11MEmployees' Profit Sharing Trust of Frank Rewold & Son, Inc.Employees' Profit Sharing Tr…$11M
End-of-year total assets ($M) among Zoo New England 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN043129124
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Commonwealth Zoological Corporation)

Sponsor-wide plan assets over time

All Commonwealth Zoological Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$14M 49.62841164231014% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.09M $13.6M ▲ +49.7%
Year Plans Participants Total Assets
2022 1 133 $9M
2023 1 146 $11M
2024 1 170 $14M

Nearby 401(k) Plans in Massachusetts

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

Zoo New England 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Zoo New England 401(k) Plan, Total assets ($B): 0.011394853 · Participants: 146Zoo New England 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Zoo New England 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Zoo New England 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bright Future Electric 401(k) Plan in AL ($11M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Zoo New England 401(k) Plan assets move in 2023?
Zoo New England 401(k) Plan grew sharply - up 25.3% during 2023, from $9M to $11M. Reported net income was $2M.
How have Commonwealth Zoological Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Commonwealth Zoological Corporation's sponsor-wide assets grew 49.6%, from $9M to $14M.
Which 401(k) plans are similar in size to Zoo New England 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bright Future Electric 401(k) Plan in AL ($11M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Zoo New England 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M in assets).