401(k) · DOL Form 5500 · 2023

Zamler, Shiffman, & Karfis, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
37th
Percentile by assets National rank
$171,035
Avg per participant Above avg balance/head
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Official DOL plan name: Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust · Sponsored by Zamler, Shiffman, & Karfis, P.C. · Michigan · Professional & Technical Services

$3M in assets, 19 participants

Zamler, Shiffman, & Karfis, P.C.'s Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust reported $3M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,877 in Professional & Technical Services (20,321 peers)

Zamler, Shiffman, & Karfis, P.C. multi-year trail

Zamler, Shiffman, & Karfis, P.C.'s plans moved -11.0% in assets from 2022 to 2024; this filing shows Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust at $3M / 19 participants.

#6,877
in Professional & Technical Services (20,321 peers)
+7.2%
assets growth YoY

Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust vs every filed plan by assets

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

$3,249,671 37th percentile higher than 37% 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

Zamler, Shiffman & Karfis, P.C. 401(k) 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. Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust reported net income rose from -$446K in the plan year 2022 filing to $218K in the plan year 2023 filing.
  • Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust reported participants fell from 21 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 381903224 · Zamler, Shiffman, & Karfis, P.C. PY 2023 · 401(k)

Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust · $3M · 19 · 37th

  • SCH $3M
  • SCH 19
  • SCH 37th
  • SCH 401(k)
  • SCH near Shadid H. Goldston, Dds, PC 401(k)
  • SCH ind #6877

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 Michigan →

Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust in the asset neighbourhood

Zamler, Shiffman & Karfis, P.C. 401(k) Plan and TrustZamler, Shiffman & Karfis, P…$3MShadid H. Goldston, Dds, PC 401(k)Shadid H. Goldston, Dds, PC …$3MSystems Alliance 401(k) Plan$3MHuman Resource Dimensions, Inc. 401(k) PlanHuman Resource Dimensions, I…$3MPediatric & Adult Medicine, Inc. 401(k) Profit Sharing PlanPediatric & Adult Medicine, …$3M
End-of-year total assets ($M) among Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Zamler, Shiffman, & Karfis, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Zamler, Shiffman, & Karfis, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.985694725595948% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $3.03M $2.7M ▼ -10.9%
Year Plans Participants Total Assets
2022 1 21 $3M
2023 1 19 $3M
2024 1 15 $3M

Zamler, Shiffman, & Karfis, P.C. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$218K
Employer EIN381903224
Plan Effective Date1990-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust, Total assets ($B): 0.003249671 · Participants: 19Zamler, Shiffman & Karfis, P.C. 401(k) Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust side-by-side with 3 peers →

Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Shadid H. Goldston, Dds, PC 401(k) in TX ($3M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust assets move in 2023? ▼
Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust grew at a solid clip - up 7.2% during 2023, from $3M to $3M. Reported net income was $218K.
How have Zamler, Shiffman, & Karfis, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zamler, Shiffman, & Karfis, P.C.'s sponsor-wide assets declined 11.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Shadid H. Goldston, Dds, PC 401(k) in TX ($3M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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 381903224.

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.