Profit Sharing · DOL Form 5500 · 2023

Z & M Sheet Metal, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
105
Participants Small participant base
57th
Percentile by assets National rank
$89,405
Avg per participant Below avg balance/head
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Official DOL plan name: Z & M Sheet Metal, Inc. Profit Sharing Plan · Sponsored by Z & M Sheet Metal, Inc. · Virginia · Manufacturing

$9M in assets, 105 participants

Z & M Sheet Metal, Inc.'s Z & M Sheet Metal, Inc. Profit Sharing Plan reported $9M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,060 in Manufacturing (18,722 peers)

Coverage in Virginia

Z & M Sheet Metal, Inc. Profit Sharing Plan covers 105 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $9M.

#8,060
in Manufacturing (18,722 peers)
+15.5%
assets growth YoY

Z & M Sheet Metal, Inc. Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Z & M Sheet Metal, Inc. Profit Sharing Plan vs every filed plan by assets

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

$9,387,551 Top 43% higher than 57% 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

Z & M Sheet Metal, Inc. 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. Z & M Sheet Metal, Inc. Profit Sharing Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Z & M Sheet Metal, Inc. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Z & M Sheet Metal, Inc. Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Z & M Sheet Metal, Inc. Profit Sharing Plan reported participants rose from 102 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 540808788 · Z & M Sheet Metal, Inc. PY 2023 · Profit Sharing

Z & M Sheet Metal, Inc. Profit Sharing Plan · $9M · 105 · 57th

  • PCT $9M
  • PCT 105
  • PCT 57th
  • PCT Profit Sharing
  • PCT near Nichols Tillage Tools, Inc. Profit Sharing Plan
  • PCT ind #8060

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 Manufacturing retirement plans → · Plans in Virginia →

Z & M Sheet Metal, Inc. Profit Sharing Plan in the asset neighbourhood

Z & M Sheet Metal, Inc. Profit Sharing PlanZ & M Sheet Metal, Inc. Prof…$9MNichols Tillage Tools, Inc. Profit Sharing PlanNichols Tillage Tools, Inc. …$9MThe Biplane Company Profit Sharing PlanThe Biplane Company Profit S…$9MRadiologic Professional Services PA Employees Profit Sharing PlanRadiologic Professional Serv…$9MBridwell Oil Co. Profit SharingBridwell Oil Co. Profit Shar…$9M
End-of-year total assets ($M) among Z & M Sheet Metal, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN540808788
Plan Effective Date1974-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Z & M Sheet Metal, Inc.)

Sponsor-wide plan assets over time

All Z & M Sheet Metal, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 24.900826495067644% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.13M $10.2M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 102 $8M
2023 1 105 $9M
2024 1 114 $10M

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Z & M Sheet Metal, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Z & M Sheet Metal, Inc. Profit Sharing Plan, Total assets ($B): 0.009387551 · Participants: 105Z & M Sheet Metal, Inc. Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Z & M Sheet Metal, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Z & M Sheet Metal, Inc. Profit Sharing Plan side-by-side with 3 peers →

Z & M Sheet Metal, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Nichols Tillage Tools, Inc. Profit Sharing Plan in CO ($9M); by covered participants it is A. C. Vroman, Inc. Profit Sharing Plan in CA (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Z & M Sheet Metal, Inc. Profit Sharing Plan assets move in 2023? ▼
Z & M Sheet Metal, Inc. Profit Sharing Plan grew sharply - up 15.5% during 2023, from $8M to $9M. Reported net income was $1M.
How have Z & M Sheet Metal, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Z & M Sheet Metal, Inc.'s sponsor-wide assets grew 24.9%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Z & M Sheet Metal, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nichols Tillage Tools, Inc. Profit Sharing Plan in CO ($9M, 100 participants).
Which Profit Sharing plans cover a similar participant headcount to Z & M Sheet Metal, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A. C. Vroman, Inc. Profit Sharing Plan in CA (105 participants, $2M 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 540808788.

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.