401(k) · DOL Form 5500 · 2023

ZEFR 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
176
Participants Small participant base
64th
Percentile by assets National rank
$74,618
Avg per participant Below avg balance/head
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Official DOL plan name: Zefr 401(k) Plan · Sponsored by ZEFR · California · Information & Media

$13M in assets, 176 participants

ZEFR's Zefr 401(k) Plan reported $13M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,490 in Information & Media (2,818 peers)

Coverage in California

Zefr 401(k) Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $13M.

#1,490
in Information & Media (2,818 peers)
+49.9%
assets growth YoY

Zefr 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Zefr 401(k) Plan vs every filed plan by assets

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

$13,132,741 Top 36% higher than 64% 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

Zefr 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. Zefr 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zefr 401(k) Plan reported net income rose from $82K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Zefr 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Zefr 401(k) Plan reported participants rose from 136 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943458703 · ZEFR PY 2023 · 401(k)

Zefr 401(k) Plan · $13M · 176 · 64th

  • PHOTO $13M
  • PHOTO 176
  • PHOTO 64th
  • PHOTO 401(k)
  • PHOTO near Driessen Water, Inc. 401(k) Plan
  • PHOTO ind #1490

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 California →

Zefr 401(k) Plan in the asset neighbourhood

Zefr 401(k) Plan$13MDriessen Water, Inc. 401(k) PlanDriessen Water, Inc. 401(k) …$13MSudenga Industries Inc Employees Savings and Retirement PlanSudenga Industries Inc Emplo…$13MKls Government Services, LLC 401(k) Profit Sharing PlanKls Government Services, LLC…$13MEnterprise Select Premier Pooled Employer PlanEnterprise Select Premier Po…$13M
End-of-year total assets ($M) among Zefr 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN943458703
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ZEFR)

Sponsor-wide plan assets over time

All ZEFR plans reported in each filing year

Latest sponsor-wide plan assets
$17M 96.34308540244967% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.76M $17.2M ▲ +96.3%
Year Plans Participants Total Assets
2022 1 136 $9M
2023 1 176 $13M
2024 1 166 $17M

Nearby 401(k) Plans in California

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

Zefr 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Zefr 401(k) Plan, Total assets ($B): 0.013132741 · Participants: 176Zefr 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Zefr 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Zefr 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Driessen Water, Inc. 401(k) Plan in MN ($13M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Zefr 401(k) Plan assets move in 2023? ▼
Zefr 401(k) Plan surged - up 49.9% during 2023, from $9M to $13M. Reported net income was $4M.
How have ZEFR plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ZEFR's sponsor-wide assets grew 96.3%, from $9M to $17M.
Which 401(k) plans are similar in size to Zefr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Driessen Water, Inc. 401(k) Plan in MN ($13M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Zefr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M 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 943458703.

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.