401(k) · DOL Form 5500 · 2023

David Zwirner Inc 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
271
Participants Below avg headcount
79th
Percentile by assets National rank
$106,536
Avg per participant Below avg balance/head
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Official DOL plan name: David Zwirner Inc 401(k) Profit Sharing Plan & Trust · Sponsored by David Zwirner Inc · New York · Retail Trade

$29M in assets, 271 participants

David Zwirner Inc's David Zwirner Inc 401(k) Profit Sharing Plan & Trust reported $29M in total assets and 271 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.

  • #7,337 in Retail Trade (8,414 peers)

Coverage in New York

David Zwirner Inc 401(k) Profit Sharing Plan & Trust covers 271 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $29M.

#7,337
in Retail Trade (8,414 peers)
+36.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

David Zwirner Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets

David Zwirner Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$28,871,224 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

David Zwirner Inc 401(k) Profit Sharing Plan & Trust 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. David Zwirner Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David Zwirner Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • David Zwirner Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $21M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • David Zwirner Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 201 in the plan year 2022 filing to 271 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133686839 · David Zwirner Inc PY 2023 · 401(k)

David Zwirner Inc 401(k) Profit Sharing Plan & Trust · $29M · 271 · 79th

  • PART $29M
  • PART 271
  • PART 79th
  • PART 401(k)
  • PART near Advertisers Press, Inc. 401(k) Savings Plan
  • PART ind #7337

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 Retail Trade retirement plans → · Plans in New York →

David Zwirner Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Sioux Falls Specialty Hospital 401(k) Retirement PlanSioux Falls Specialty Hospit…$29MDavid Zwirner Inc 401(k) Profit Sharing Plan & TrustDavid Zwirner Inc 401(k) Pro…$29MAdvertisers Press, Inc. 401(k) Savings PlanAdvertisers Press, Inc. 401(…$29MGuaranty Bank & Trust of Belzoni, Ms 401(k) PlanGuaranty Bank & Trust of Bel…$29MJim's Formal Wear LLC 401(k) Profit Sharing PlanJim's Formal Wear LLC 401(k)…$29M
End-of-year total assets ($M) among David Zwirner Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$29M
Net Income$8M
Employer EIN133686839
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Zwirner Inc)

Sponsor-wide plan assets over time

All David Zwirner Inc plans reported in each filing year

Latest sponsor-wide plan assets
$36M 70.98759418674439% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $21.2M $36.2M ▲ +71.0%
Year Plans Participants Total Assets
2022 1 201 $21M
2023 1 271 $29M
2024 1 259 $36M

Nearby 401(k) Plans in New York

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

David Zwirner Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants David Zwirner Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.028871224 · Participants: 271David Zwirner Inc 401(k) Profit Sharing Plan & TrustIBM 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
David Zwirner Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare David Zwirner Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

David Zwirner Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Advertisers Press, Inc. 401(k) Savings Plan in WI ($29M); by covered participants it is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 David Zwirner Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
David Zwirner Inc 401(k) Profit Sharing Plan & Trust surged - up 36.3% during 2023, from $21M to $29M. Reported net income was $8M.
How have David Zwirner Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Zwirner Inc's sponsor-wide assets grew 71.0%, from $21M to $36M.
Where does David Zwirner Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
David Zwirner Inc 401(k) Profit Sharing Plan & Trust 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 David Zwirner Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Advertisers Press, Inc. 401(k) Savings Plan in WI ($29M, 110 participants).
Which 401(k) plans cover a similar participant headcount to David Zwirner Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants, $96M 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 133686839.

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.