401(k) · DOL Form 5500 · 2023
Zywave, Inc. 401(k) Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 892
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $64,191
- Avg per participant Low balance/head
Official DOL plan name: Zywave 401(k) Plan · Sponsored by Zywave, Inc. · Wisconsin · Professional & Technical Services
$57M in assets, 892 participants
Zywave, Inc.'s Zywave 401(k) Plan reported $57M in total assets and 892 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #17,886 in Professional & Technical Services (20,321 peers)
Where Zywave 401(k) Plan sits by assets
Zywave 401(k) Plan sits in the top quartile of all filed plans by assets, $57M for 892 participants (~$64,191/participant), up 22.4% in 2023.
- #17,886
- in Professional & Technical Services (20,321 peers)
- +22.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Zywave 401(k) Plan's outsized position by total assets
Zywave 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,257,953 Top 13% higher than 87% 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
Zywave 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. Zywave 401(k) Plan sits mid-pack in the medium band (892 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Zywave 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Zywave 401(k) Plan end-of-year assets rose from $47M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Zywave 401(k) Plan reported participants rose from 840 in the plan year 2022 filing to 892 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 391810743 · Zywave, Inc. PY 2023 · 401(k)
Zywave 401(k) Plan · $57M · 892 · 87th
- TYPE $57M
- TYPE 892
- TYPE 87th
- TYPE 401(k)
- TYPE near Huron Valley Radiology, P.C. Employees' Retirement Savings Plan
- TYPE ind #17886
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 Wisconsin →
Zywave 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $10M |
| Employer EIN | 391810743 |
| Plan Effective Date | 2013-11-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zywave, Inc.)
Sponsor-wide plan assets over time
All Zywave, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 41.03840680051325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 840 | $47M |
| 2023 | 1 | 892 | $57M |
| 2024 | 1 | 658 | $66M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Zywave 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Huron Valley Radiology, P.C. Employees' Retirement Savings Plan in MI ($57M); by covered participants it is Ahead, Inc. 401(k) Plan in IL (892 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
Similar participant headcount
Nearest other-state filings by covered participants (892 participants); asset peers above are excluded.
- Ahead, Inc. 401(k) Plan (IL) 892 · 0 off
- Barnhart Crane & Rigging Company 401(k) Profit Sharing Plan (TN) 892 · 0 off
- Cassens Transport Company Et Al Union 401(k) Plan (IL) 892 · 0 off
- Luminis Health Care Services, Inc. 401(k) Plan (MD) 892 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.