401(k) · DOL Form 5500 · 2023

Zotec Partners, LLC 401(k) Plan

Data updated 2026-08-11

$89M
Total assets
1,195
Participants
90th
Percentile by assets
$74,240
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$89M
total plan assets (2023 EOY)
1,195
covered participants
90th
percentile by assets (of 127,072 plans)
$74,240
avg assets per participant

Where Zotec Partners, LLC 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Indiana
Industry
Professional & Technical Services

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Zotec Partners, LLC 401(k) Plan reports 1,195 participants - 2.2x that state average ($89M EOY assets).

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)

$70M$80M$90M$100M$110M 202220232024 $76M $104M ▲ +36.2%
Total plan assets by year, all Zotec Partners, LLC plans on file
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 ($B) Participants Zotec Partners, LLC …, Total assets ($B): 0.088717073 · Participants: 1195Zotec Partners, LLC …The Lilly Employee 4…, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 4…Elevance Health 401(…, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(…Cummins Retirement a…, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement a…Iu Health 401(k) Sav…, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Sav…Steel Dynamics, Inc.…, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc.…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Zotec Partners, LLC 401(k) Plan by total assets, not by location.

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).

Next read for Zotec Partners, LLC 401(k) Plan

Filing takeaways

Ways to act on Zotec Partners, LLC 401(k) Plan's numbers.

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.