401(k) · DOL Form 5500 · 2023
R.J. Zavoral & Sons, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $119,611
- Avg per participant Near avg balance/head
Official DOL plan name: R.J. Zavoral & Sons, Inc. Retirement Plan · Sponsored by R.J. Zavoral & Sons, Inc. · Minnesota · Construction
$19M in assets, 162 participants
R.J. Zavoral & Sons, Inc.'s R.J. Zavoral & Sons, Inc. Retirement Plan reported $19M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,390 in Construction (9,030 peers)
Coverage in Minnesota
R.J. Zavoral & Sons, Inc. Retirement Plan covers 162 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $19M.
- #6,390
- in Construction (9,030 peers)
- +32.0%
- assets growth YoY
R.J. Zavoral & Sons, Inc. Retirement Plan's outsized position by total assets
R.J. Zavoral & Sons, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,377,005 Top 28% higher than 72% 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
R.J. Zavoral & Sons, Inc. Retirement 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. R.J. Zavoral & Sons, Inc. Retirement Plan sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- R.J. Zavoral & Sons, Inc. Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- R.J. Zavoral & Sons, Inc. Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- R.J. Zavoral & Sons, Inc. Retirement Plan reported participants rose from 151 in the plan year 2022 filing to 162 in the plan year 2023 filing.
DOL schedule card
Filing strip 411356485 · R.J. Zavoral & Sons, Inc. PY 2023 · 401(k)
R.J. Zavoral & Sons, Inc. Retirement Plan · $19M · 162 · 72nd
- EBSA $19M
- PART 162
- TYPE 72nd
- NET 401(k)
- BOOK near Mills-James Inc 401(k) Profit Sharing Plan & Trust
- VS-ST ind #6390
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 Construction retirement plans → · Plans in Minnesota →
R.J. Zavoral & Sons, Inc. Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $5M |
| Employer EIN | 411356485 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R.J. Zavoral & Sons, Inc.)
Sponsor-wide plan assets over time
All R.J. Zavoral & Sons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 52.943551189913165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 151 | $15M |
| 2023 | 1 | 162 | $19M |
| 2024 | 1 | 183 | $22M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
R.J. Zavoral & Sons, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Mills-James Inc 401(k) Profit Sharing Plan & Trust in OH ($19M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Mills-James Inc 401(k) Profit Sharing Plan & Trust (OH) $19M · 230
- The Arthur Companies, Inc. 401(k) Profit Sharing Plan (ND) $19M · 148
- Hogan Mfg., Inc. Retirement Plan (CA) $19M · 189
- Ex2 Solutions, Inc. 401(k) Plan (TX) $19M · 190
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust (IL) 162 · 0 off
- Golda Och Academy 401(k) Plan (NJ) 162 · 0 off
- Rps Composites Retirement Savings Plan (AL) 162 · 0 off
- Paul USA 401(k) Plan (MA) 162 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.