401(k) · DOL Form 5500 · 2023
Zurn LLC 401(k) Plan
Data updated 2026-08-25
- $339M
- Total assets Above avg plan size
- 1,927
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $176,003
- Avg per participant Above avg balance/head
Official DOL plan name: Zurn Elkay 401(k) Plan · Sponsored by Zurn LLC · Wisconsin · Manufacturing
$339M in assets, 1,927 participants
Zurn LLC's Zurn Elkay 401(k) Plan reported $339M in total assets and 1,927 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,667 in Manufacturing (18,722 peers)
Coverage in Wisconsin
Zurn Elkay 401(k) Plan covers 1,927 participants in Wisconsin, 3.4x the typical Wisconsin plan (state average ~563 per filing). Assets: $339M.
- #17,667
- in Manufacturing (18,722 peers)
- +68.4%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Zurn Elkay 401(k) Plan's outsized position by total assets
Zurn Elkay 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$339,158,473 Top 4% higher than 96% 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
Zurn Elkay 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zurn Elkay 401(k) Plan lands in the large band (1,927 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Zurn Elkay 401(k) Plan reported net income rose from -$69M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Zurn Elkay 401(k) Plan end-of-year assets rose from $201M in the plan year 2022 filing to $339M in the plan year 2023 filing.
- Zurn Elkay 401(k) Plan reported participants rose from 1,846 in the plan year 2022 filing to 1,927 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 043722228 · Zurn LLC PY 2023 · 401(k)
Zurn Elkay 401(k) Plan · $339M · 1,927 · 96th
- BOY $339M
- BOY 1,927
- BOY 96th
- BOY 401(k)
- BOY near Senior Operations LLC 401(k) Profit Sharing Investment Plan
- BOY ind #17667
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 Manufacturing retirement plans → · Plans in Wisconsin →
Zurn Elkay 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $201M |
|---|---|
| Net Assets (End of Year) | $339M |
| Net Income | $9M |
| Employer EIN | 043722228 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zurn LLC)
Sponsor-wide plan assets over time
All Zurn LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $567M 47.443660773372166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,971 | $385M |
| 2023 | 2 | 2,044 | $531M |
| 2024 | 2 | 1,885 | $567M |
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
Zurn Elkay 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Senior Operations LLC 401(k) Profit Sharing Investment Plan in IL ($339M); by covered participants it is Lee Hecht Harrison 401(k) Plan in FL (1,927 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($339M here).
- Senior Operations LLC 401(k) Profit Sharing Investment Plan (IL) $339M · 2,164
- Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan (CA) $339M · 2,603
- Meritus Health 401(k) Savings Plan (MD) $339M · 3,210
- The Middleby Corporation Profit Sharing Plan (IL) $339M · 5,428
Similar participant headcount
Nearest other-state filings by covered participants (1,927 participants); asset peers above are excluded.
- Lee Hecht Harrison 401(k) Plan (FL) 1,927 · 0 off
- Westlake Services Holding Company Employee Stock Ownership Plan (CA) 1,928 · 1 off
- Ck Franchising, Inc. 401(k) Profit Sharing Plan (CA) 1,926 · 1 off
- Bmc Software, Inc. Savings and Investment Plan (TX) 1,926 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.