401(k) · DOL Form 5500 · 2023
Zealth, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 218
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $32,569
- Avg per participant Low balance/head
Official DOL plan name: Notable 401(k) Plan · Sponsored by Zealth, Inc. · California · Professional & Technical Services
$7M in assets, 218 participants
Zealth, Inc.'s Notable 401(k) Plan reported $7M in total assets and 218 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.
- #10,104 in Professional & Technical Services (20,321 peers)
Coverage in California
Notable 401(k) Plan covers 218 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $7M.
- #10,104
- in Professional & Technical Services (20,321 peers)
- +104.1%
- assets growth YoY
Notable 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Notable 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,100,010 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
Notable 401(k) 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. Notable 401(k) Plan sits mid-pack in the medium band (218 participants).
Plan-year Form 5500 strip
Filing strip 821290020 · Zealth, Inc. PY 2023 · 401(k)
Notable 401(k) Plan · $7M · 218 · 51st
- VS-ST $7M
- BOY 218
- SCH 51st
- EBSA 401(k)
- PART near Legacy Cabinets, Inc. 401(k) Plan
- TYPE ind #10104
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 California →
Notable 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $4M |
| Employer EIN | 821290020 |
| Plan Effective Date | 2018-05-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zealth, Inc.)
Sponsor-wide plan assets over time
All Zealth, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 74.16996595779443% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 218 | $7M |
| 2024 | 1 | 294 | $12M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Notable 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Legacy Cabinets, Inc. 401(k) Plan in AL ($7M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Legacy Cabinets, Inc. 401(k) Plan (AL) $7M · 643
- Diversified Health Care 401(k) Plan (TN) $7M · 153
- Edmonson Electric, Inc. 401(k)Profit Sharing Plan (FL) $7M · 391
- Catalyte 401(k) Plan (MD) $7M · 269
Similar participant headcount
Nearest other-state filings by covered participants (218 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.