401(k) · DOL Form 5500 · 2023

Ziegler Companies 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 358
Participants Below avg headcount: 51st
Percentile by assets National rank: $19,426
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Ziegler Companies Retirement Savings Plan · Sponsored by Ziegler Companies · Ohio · Retail Trade

$7M in assets, 358 participants

Ziegler Companies's Ziegler Companies Retirement Savings Plan reported $7M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#5,143 in Retail Trade (8,414 peers)

Coverage in Ohio

Ziegler Companies Retirement Savings Plan covers 358 participants in Ohio, about 47% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#5,143
in Retail Trade (8,414 peers): +8.4%
assets growth YoY

Ziegler Companies Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Ziegler Companies Retirement Savings Plan vs every filed plan by assets

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

$6,954,557 Top 49% higher than 51% 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

Ziegler Companies Retirement Savings 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. Ziegler Companies Retirement Savings Plan sits mid-pack in the medium band (358 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ziegler Companies Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $457K in the plan year 2023 filing.
Ziegler Companies Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340636150 · Ziegler Companies PY 2023 · 401(k)

Ziegler Companies Retirement Savings Plan · $7M · 358 · 51st

EOY $7M
EOY 358
EOY 51st
EOY 401(k)
EOY near Cip Real Estate Property Services 401(k) Plan
EOY ind #5143

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 Ohio →

End-of-year total assets ($M) among Ziegler Companies Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$457K
Employer EIN	340636150
Plan Effective Date	1997-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ziegler Companies)

Latest sponsor-wide plan assets: $6M 6.36393712317183% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	358	$6M
2023	1	358	$7M
2024	1	335	$6M

Nearby 401(k) Plans in Ohio

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

Ziegler Companies Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Ziegler Companies Retirement Savings Plan side-by-side with 3 peers →

Ziegler Companies Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Cip Real Estate Property Services 401(k) Plan in CA ($7M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Cip Real Estate Property Services 401(k) Plan (CA) $7M · 46
The Bradley Center Employee Retirement Savings Plan (PA) $7M · 270
Regal Cutting Tools, Inc. Retirement Savings Plan (IL) $7M · 118
Portola Hotel & Spa at Monterey Bay 401(k) Plan (CA) $7M · 289

Similar participant headcount

Nearest other-state filings by covered participants (358 participants); asset peers above are excluded.

Clark Hill Non-Member Attorneys 401(k) Savings Plan (MI) 358 · 0 off
Eglin Federal Credit Union 401(k) Retirement Plan (FL) 358 · 0 off
Ubg 401(k) - Cpi (NE) 358 · 0 off
Homeowners Financial Group 401(k) Plan (AZ) 358 · 0 off

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 Ziegler Companies Retirement Savings Plan assets move in 2023? ▼

Ziegler Companies Retirement Savings Plan grew at a solid clip - up 8.4% during 2023, from $6M to $7M. Reported net income was $457K.

How have Ziegler Companies plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ziegler Companies's sponsor-wide assets declined 6.4%, from $6M to $6M.

Which 401(k) plans are similar in size to Ziegler Companies Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cip Real Estate Property Services 401(k) Plan in CA ($7M, 46 participants).

Which 401(k) plans cover a similar participant headcount to Ziegler Companies Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants, $72M 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 340636150.