401(k) · DOL Form 5500 · 2023
Mintzer Sarowitz Zeris & Willis, PLLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 148
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $138,051
- Avg per participant Near avg balance/head
Official DOL plan name: Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan · Sponsored by Mintzer Sarowitz Zeris & Willis, PLLC · Pennsylvania · Professional & Technical Services
$20M in assets, 148 participants
Mintzer Sarowitz Zeris & Willis, PLLC's Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan reported $20M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,825 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan covers 148 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.
- #14,825
- in Professional & Technical Services (20,321 peers)
- -18.8%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan's outsized position by total assets
Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,431,554 Top 27% higher than 73% 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
Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 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. Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan end-of-year assets fell from $25M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan reported net income fell from -$5M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan reported participants fell from 153 in the plan year 2022 filing to 148 in the plan year 2023 filing.
DOL schedule card
Filing strip 232325896 · Mintzer Sarowitz Zeris & Willis, PLLC PY 2023 · 401(k)
Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan · $20M · 148 · 73rd
- NET $20M
- BOOK 148
- VS-ST 73rd
- BOY 401(k)
- SCH near Kopka, Pinkus & Dolin Employee Savings & Retirement Plan
- EBSA ind #14825
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 Pennsylvania →
Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$5M |
| Employer EIN | 232325896 |
| Plan Effective Date | 1989-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mintzer Sarowitz Zeris & Willis, PLLC)
Sponsor-wide plan assets over time
All Mintzer Sarowitz Zeris & Willis, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 18.796871814892572% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $25M |
| 2023 | 1 | 148 | $20M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Kopka, Pinkus & Dolin Employee Savings & Retirement Plan in IL ($20M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Kopka, Pinkus & Dolin Employee Savings & Retirement Plan (IL) $20M · 245
- Onbe, Inc. 401(k) Plan (IL) $20M · 317
- Make-a-Wish Foundation of America 401(k) Savings Plan (AZ) $20M · 221
- The Myr Group Hourly 401(k) Plan (CO) $20M · 885
Similar participant headcount
Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.
- Frontier Auto Sales 401(k) Plan (CA) 148 · 0 off
- Southlake Specialty Hospital LLC 401(k) Plan (TX) 148 · 0 off
- Rickenbaugh Cadillac/Volvo Company 401(k) Plan (CO) 148 · 0 off
- Heritage Homes of Nebraska, Inc. Profit Sharing Plan (NE) 148 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.