401(k) · DOL Form 5500 · 2023

The C.W. Zumbiel Company 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
287
Participants Below avg headcount
79th
Percentile by assets National rank
$102,893
Avg per participant Below avg balance/head
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Official DOL plan name: The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan · Sponsored by The C.W. Zumbiel Company · Kentucky · Manufacturing

$30M in assets, 287 participants

The C.W. Zumbiel Company's The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan reported $30M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,258 in Manufacturing (18,722 peers)

Coverage in Kentucky

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan covers 287 participants in Kentucky, about 44% of the average Kentucky filer (state average ~647 per filing). Assets: $30M.

#13,258
in Manufacturing (18,722 peers)
+17.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan's outsized position by total assets

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan vs every filed plan by assets

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

$29,530,414 Top 21% higher than 79% 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

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing 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. The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan reported participants rose from 273 in the plan year 2022 filing to 287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 310499900 · The C.W. Zumbiel Company PY 2023 · 401(k)

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan · $30M · 287 · 79th

  • NET $30M
  • NET 287
  • NET 79th
  • NET 401(k)
  • NET near Alation, Inc. Retirement Trust
  • NET ind #13258

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 Manufacturing retirement plans → · Plans in Kentucky →

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan in the asset neighbourhood

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing PlanThe C.W. Zumbiel Company 401…$30MAlation, Inc. Retirement TrustAlation, Inc. Retirement Tru…$30MBiorigin Specialty Products 401(k) PlanBiorigin Specialty Products …$30MFirst Internet Bank of Indiana Employee Retirement Savings PlanFirst Internet Bank of India…$30MDec 401(k) Plan$30M
End-of-year total assets ($M) among The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN310499900
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The C.W. Zumbiel Company)

Sponsor-wide plan assets over time

All The C.W. Zumbiel Company plans reported in each filing year

Latest sponsor-wide plan assets
$35M 37.47511786525827% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.1M $34.5M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 273 $25M
2023 1 287 $30M
2024 1 280 $35M

Nearby 401(k) Plans in Kentucky

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

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan, Total assets ($B): 0.029530414 · Participants: 287The C.W. Zumbiel Company 401(k) Savings & Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan side-by-side with 3 peers →

The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Alation, Inc. Retirement Trust in CA ($30M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (287 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 The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan assets move in 2023? ▼
The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan grew sharply - up 17.6% during 2023, from $25M to $30M. Reported net income was $4M.
How have The C.W. Zumbiel Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The C.W. Zumbiel Company's sponsor-wide assets grew 37.5%, from $25M to $35M.
Where does The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alation, Inc. Retirement Trust in CA ($30M, 459 participants).
Which 401(k) plans cover a similar participant headcount to The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M 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 310499900.

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.