401(k) · DOL Form 5500 · 2023

Zotec Partners, LLC 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
1,195
Participants Near avg headcount
90th
Percentile by assets National rank
$74,240
Avg per participant Below avg balance/head
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Official DOL plan name: Zotec Partners, LLC 401(k) Plan · Sponsored by Zotec Partners, LLC · Indiana · Professional & Technical Services

$89M in assets, 1,195 participants

Zotec Partners, LLC's Zotec Partners, LLC 401(k) Plan reported $89M in total assets and 1,195 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,624 in Professional & Technical Services (20,321 peers)

Coverage in Indiana

Zotec Partners, LLC 401(k) Plan covers 1,195 participants in Indiana, 2.2x the typical Indiana plan (state average ~541 per filing). Assets: $89M.

#18,624
in Professional & Technical Services (20,321 peers)
+16.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Zotec Partners, LLC 401(k) Plan's outsized position by total assets

Zotec Partners, LLC 401(k) Plan vs every filed plan by assets

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

$88,717,073 Top 10% higher than 90% 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

Zotec Partners, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zotec Partners, LLC 401(k) Plan lands in the large band (1,195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zotec Partners, LLC 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Zotec Partners, LLC 401(k) Plan end-of-year assets rose from $76M in the plan year 2022 filing to $89M in the plan year 2023 filing.
  • Zotec Partners, LLC 401(k) Plan reported participants rose from 1,148 in the plan year 2022 filing to 1,195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 208762217 · Zotec Partners, LLC PY 2023 · 401(k)

Zotec Partners, LLC 401(k) Plan · $89M · 1,195 · 90th

  • NET $89M
  • BOOK 1,195
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Learning Care Group Retirement Savings Plan
  • EBSA ind #18624

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 Indiana →

Zotec Partners, LLC 401(k) Plan in the asset neighbourhood

Independent Bank Corporation 401(k) PlanIndependent Bank Corporation…$89MAgri Beef Co. Profit Sharing Plan and TrustAgri Beef Co. Profit Sharing…$89MWinona Health Employees' Retirement PlanWinona Health Employees' Ret…$89MZotec Partners, LLC 401(k) PlanZotec Partners, LLC 401(k) P…$89MLearning Care Group Retirement Savings PlanLearning Care Group Retireme…$89M
End-of-year total assets ($M) among Zotec Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$89M
Net Income$13M
Employer EIN208762217
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zotec Partners, LLC)

Sponsor-wide plan assets over time

All Zotec Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$104M 36.238013471129925% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $76M $104M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 1,148 $76M
2023 1 1,195 $89M
2024 1 951 $104M

Nearby 401(k) Plans in Indiana

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

Zotec Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Zotec Partners, LLC 401(k) Plan, Total assets ($B): 0.088717073 · Participants: 1195Zotec Partners, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Zotec Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Zotec Partners, LLC 401(k) Plan side-by-side with 3 peers →

Zotec Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Learning Care Group Retirement Savings Plan in MI ($89M); by covered participants it is Auria Solutions USA, Inc. Hourly Employees' Retirement Savings Plan in MI (1,195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($89M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,195 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 Zotec Partners, LLC 401(k) Plan assets move in 2023? ▼
Zotec Partners, LLC 401(k) Plan grew sharply - up 16.7% during 2023, from $76M to $89M. Reported net income was $13M.
How have Zotec Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zotec Partners, LLC's sponsor-wide assets grew 36.2%, from $76M to $104M.
Where does Zotec Partners, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Zotec Partners, LLC 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Zotec Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Learning Care Group Retirement Savings Plan in MI ($89M, 22,115 participants).
Which 401(k) plans cover a similar participant headcount to Zotec Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Auria Solutions USA, Inc. Hourly Employees' Retirement Savings Plan in MI (1,195 participants, $33M 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 208762217.

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.