401(k) · DOL Form 5500 · 2023

Z Capital Managment LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 41
Participants Small participant base: 48th
Percentile by assets National rank: $144,907
Avg per participant Above avg balance/head

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Official DOL plan name: Z Capital Managment LLC 401(k) Plan · Sponsored by Z Capital Managment LLC · New York · Finance & Insurance

$6M in assets, 41 participants

Z Capital Managment LLC's Z Capital Managment LLC 401(k) Plan reported $6M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

#3,025 in Finance & Insurance (8,869 peers)

Z Capital Managment LLC multi-year trail

Z Capital Managment LLC's plans moved +15.3% in assets from 2022 to 2024; this filing shows Z Capital Managment LLC 401(k) Plan at $6M / 41 participants.

#3,025
in Finance & Insurance (8,869 peers): -0.7%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Z Capital Managment LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Z Capital Managment LLC 401(k) Plan vs every filed plan by assets

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

$5,941,169 48th percentile higher than 48% 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

Z Capital Managment LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Z Capital Managment LLC 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Z Capital Managment LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to -$39K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 261475507 · Z Capital Managment LLC PY 2023 · 401(k)

Z Capital Managment LLC 401(k) Plan · $6M · 41 · 48th

PHOTO $6M
PHOTO 41
PHOTO 48th
PHOTO 401(k)
PHOTO near 403(b) Thrift Plan of Crotched Mountain Foundation
PHOTO ind #3025

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 Finance & Insurance retirement plans → · Plans in New York →

End-of-year total assets ($M) among Z Capital Managment LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Z Capital Managment LLC multi-year asset trail

Latest sponsor-wide plan assets: $7M 15.255852683430899% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	41	$6M
2023	1	41	$6M
2024	1	40	$7M

Z Capital Managment LLC filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	-$39K
Employer EIN	261475507
Plan Effective Date	2007-01-15
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Z Capital Managment LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Z Capital Managment LLC 401(k) Plan side-by-side with 3 peers →

Z Capital Managment LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is 403(b) Thrift Plan of Crotched Mountain Foundation in NH ($6M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

Houston Vehicle Leasing 401(k) Plan (TX) 41 · 0 off
Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan (MN) 41 · 0 off
Tennessee Women's Care 401(k) Profit Sharing Plan (TN) 41 · 0 off
Hvac Services, Inc. Employee Stock Ownership 401(k) Plan (ME) 41 · 0 off

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 Capital Managment LLC 401(k) Plan assets move in 2023? ▼

Z Capital Managment LLC 401(k) Plan held essentially flat - down 0.7% during 2023, from $6M to $6M. Reported net income was -$39K.

How have Z Capital Managment LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Z Capital Managment LLC's sponsor-wide assets grew 15.3%, from $6M to $7M.

Which 401(k) plans are similar in size to Z Capital Managment LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan of Crotched Mountain Foundation in NH ($6M, 36 participants).

Which 401(k) plans cover a similar participant headcount to Z Capital Managment LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Houston Vehicle Leasing 401(k) Plan in TX (41 participants, N/A 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 261475507.