401(k) · DOL Form 5500 · 2023
Zurn LLC 401(k) Plan
Data updated 2026-08-11
- $339M
- Total assets
- 1,927
- Participants
- 96th
- Percentile by assets
- $176,003
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $339M
- total plan assets (2023 EOY)
- 1,927
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $176,003
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Zurn Elkay 401(k) Plan reports 1,927 participants - 3.4x that state average ($339M EOY assets).
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)
| 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.
Zurn Elkay 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Zurn Elkay 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Zurn Elkay 401(k) Plan assets move in 2023? ▼
How have Zurn LLC plan assets changed over time? ▼
Where does Zurn Elkay 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Zurn Elkay 401(k) Plan? ▼
Next read for Zurn Elkay 401(k) Plan
Filing takeaways
Ways to act on Zurn Elkay 401(k) Plan's numbers.
- By total assets, Zurn Elkay 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Zurn LLC's sponsor-wide assets have grown 47.4% since 2022 across 3 plan years on file. More Manufacturing plans