401(k) · DOL Form 5500 · 2023

Zeta Global Corp. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
743
Participants Near avg headcount
89th
Percentile by assets National rank
$104,530
Avg per participant Below avg balance/head
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Official DOL plan name: Zeta Global Corp 401(k) Plan · Sponsored by Zeta Global Corp. · New York · Information & Media

$78M in assets, 743 participants

Zeta Global Corp.'s Zeta Global Corp 401(k) Plan reported $78M in total assets and 743 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,393 in Information & Media (2,818 peers)

Where Zeta Global Corp 401(k) Plan sits by assets

Zeta Global Corp 401(k) Plan sits in the top quartile of all filed plans by assets, $78M for 743 participants (~$104,530/participant), up 42.7% in 2023.

#2,393
in Information & Media (2,818 peers)
+42.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Zeta Global Corp 401(k) Plan's outsized position by total assets

Zeta Global Corp 401(k) Plan vs every filed plan by assets

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

$77,665,868 Top 11% higher than 89% 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

Zeta Global Corp 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. Zeta Global Corp 401(k) Plan sits mid-pack in the medium band (743 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zeta Global Corp 401(k) Plan reported net income rose from -$923K in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Zeta Global Corp 401(k) Plan end-of-year assets rose from $54M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Zeta Global Corp 401(k) Plan reported participants rose from 628 in the plan year 2022 filing to 743 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261196017 · Zeta Global Corp. PY 2023 · 401(k)

Zeta Global Corp 401(k) Plan · $78M · 743 · 89th

  • NET $78M
  • NET 743
  • NET 89th
  • NET 401(k)
  • NET near Bolthouse Farms, Inc. 401(k) Retirement Plan
  • NET ind #2393

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 Information & Media retirement plans → · Plans in New York →

Zeta Global Corp 401(k) Plan in the asset neighbourhood

Bolthouse Farms, Inc. 401(k) Retirement PlanBolthouse Farms, Inc. 401(k)…$78MZeta Global Corp 401(k) Plan$78MTwist Bioscience Corporation 401(k) PlanTwist Bioscience Corporation…$78MEdf Trading, N.a. 401(k) Plan$78MVentas, Inc. 401(k) Profit Sharing PlanVentas, Inc. 401(k) Profit S…$78M
End-of-year total assets ($M) among Zeta Global Corp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$78M
Net Income$23M
Employer EIN261196017
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zeta Global Corp.)

Sponsor-wide plan assets over time

All Zeta Global Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 93.73341200536876% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $54.4M $105M ▲ +93.8%
Year Plans Participants Total Assets
2022 1 628 $54M
2023 1 743 $78M
2024 1 814 $105M

Nearby 401(k) Plans in New York

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

Zeta Global Corp 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Zeta Global Corp 401(k) Plan, Total assets ($B): 0.077665868 · Participants: 743Zeta Global Corp 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Zeta Global Corp 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Zeta Global Corp 401(k) Plan side-by-side with 3 peers →

Zeta Global Corp 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bolthouse Farms, Inc. 401(k) Retirement Plan in CA ($78M); by covered participants it is Corsicana Acquisition LLC 401(k) Plan in TX (743 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (743 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 Zeta Global Corp 401(k) Plan assets move in 2023? ▼
Zeta Global Corp 401(k) Plan surged - up 42.7% during 2023, from $54M to $78M. Reported net income was $23M.
How have Zeta Global Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zeta Global Corp.'s sponsor-wide assets grew 93.7%, from $54M to $105M.
Where does Zeta Global Corp 401(k) Plan rank by assets among Form 5500 filers? ▼
Zeta Global Corp 401(k) Plan ranks in the 89th 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 Zeta Global Corp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bolthouse Farms, Inc. 401(k) Retirement Plan in CA ($78M, 2,686 participants).
Which 401(k) plans cover a similar participant headcount to Zeta Global Corp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Corsicana Acquisition LLC 401(k) Plan in TX (743 participants, $13M 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 261196017.

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.