401(k) · DOL Form 5500 · 2023
Zuern Building Products, Inc 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 188
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $105,782
- Avg per participant Below avg balance/head
Official DOL plan name: Zuern Building Products, Inc 401(k) Profit Sharing Plan · Sponsored by Zuern Building Products, Inc · Wisconsin · Retail Trade
$20M in assets, 188 participants
Zuern Building Products, Inc's Zuern Building Products, Inc 401(k) Profit Sharing Plan reported $20M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,952 in Retail Trade (8,414 peers)
Coverage in Wisconsin
Zuern Building Products, Inc 401(k) Profit Sharing Plan covers 188 participants in Wisconsin, about 33% of the average Wisconsin filer (state average ~563 per filing). Assets: $20M.
- #6,952
- in Retail Trade (8,414 peers)
- +17.1%
- assets growth YoY
Zuern Building Products, Inc 401(k) Profit Sharing Plan's outsized position by total assets
Zuern Building Products, Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,887,002 Top 27% higher than 73% 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
Zuern Building Products, 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. Zuern Building Products, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Zuern Building Products, Inc 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Zuern Building Products, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Zuern Building Products, Inc 401(k) Profit Sharing Plan reported participants rose from 185 in the plan year 2022 filing to 188 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 391140928 · Zuern Building Products, Inc PY 2023 · 401(k)
Zuern Building Products, Inc 401(k) Profit Sharing Plan · $20M · 188 · 73rd
- IND $20M
- IND 188
- IND 73rd
- IND 401(k)
- IND near Stonegate Senior Living, LP 401(k) Plan
- IND ind #6952
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 Retail Trade retirement plans → · Plans in Wisconsin →
Zuern Building Products, Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 391140928 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zuern Building Products, Inc)
Sponsor-wide plan assets over time
All Zuern Building Products, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 32.919440835474276% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $17M |
| 2023 | 1 | 188 | $20M |
| 2024 | 1 | 197 | $23M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Zuern Building Products, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Stonegate Senior Living, LP 401(k) Plan in TX ($20M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Stonegate Senior Living, LP 401(k) Plan (TX) $20M · 1,500
- Enviroissues 401(k) P/S Plan (WA) $20M · 72
- Stephenson Equipment, Inc. 401(k) Plan (PA) $20M · 232
- Srk Consulting (U. S.), Inc 401(k) Profit Sharing Plan (CO) $20M · 119
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Advantmed 401(k) and Profit Sharing Plan (CA) 188 · 0 off
- Sesloc Federal Credit Union 401(k) Profit Sharing Plan (CA) 188 · 0 off
- Deci 401(k) Plan (NC) 188 · 0 off
- Tcg 401(k) Plan (DC) 188 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.