Profit Sharing · DOL Form 5500 · 2023

Martin & Zerfoss, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
26
Participants Small participant base
38th
Percentile by assets National rank
$138,464
Avg per participant Near avg balance/head
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Official DOL plan name: Martin & Zerfoss, Inc. Profit Sharing Plan · Sponsored by Martin & Zerfoss, Inc. · Tennessee · Finance & Insurance

$4M in assets, 26 participants

Martin & Zerfoss, Inc.'s Martin & Zerfoss, Inc. Profit Sharing Plan reported $4M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,386 in Finance & Insurance (8,869 peers)

Martin & Zerfoss, Inc. multi-year trail

Martin & Zerfoss, Inc.'s plans moved +67.0% in assets from 2022 to 2024; this filing shows Martin & Zerfoss, Inc. Profit Sharing Plan at $4M / 26 participants.

#2,386
in Finance & Insurance (8,869 peers)
+32.6%
assets growth YoY

Martin & Zerfoss, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Martin & Zerfoss, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,600,053 38th percentile higher than 38% 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

Martin & Zerfoss, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martin & Zerfoss, Inc. Profit Sharing Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Martin & Zerfoss, Inc. Profit Sharing Plan reported net income rose from -$248K in the plan year 2022 filing to $886K in the plan year 2023 filing.
  • Martin & Zerfoss, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 621583563 · Martin & Zerfoss, Inc. PY 2023 · Profit Sharing

Martin & Zerfoss, Inc. Profit Sharing Plan · $4M · 26 · 38th

  • PART $4M
  • TYPE 26
  • NET 38th
  • BOOK Profit Sharing
  • VS-ST near The Agricultural and Labor Program, Inc. Retirement Plan
  • BOY ind #2386

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Martin & Zerfoss, Inc. Profit Sharing Plan in the asset neighbourhood

Martin & Zerfoss, Inc. Profit Sharing PlanMartin & Zerfoss, Inc. Profi…$4MThe Agricultural and Labor Program, Inc. Retirement PlanThe Agricultural and Labor P…$4MStel, Inc. Employer Contribution PlanStel, Inc. Employer Contribu…$4MHargrove Electric Co., Inc. Profit Sharing PlanHargrove Electric Co., Inc. …$4MPhilip N. Chrionis, M.D., a Medical Corporation Retirement PlanPhilip N. Chrionis, M.D., a …$4M
End-of-year total assets ($M) among Martin & Zerfoss, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Martin & Zerfoss, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Martin & Zerfoss, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 66.96349593181438% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.71M $4.53M ▲ +67.2%
Year Plans Participants Total Assets
2022 1 26 $3M
2023 1 26 $4M
2024 1 38 $5M

Martin & Zerfoss, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$886K
Employer EIN621583563
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Martin & Zerfoss, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Martin & Zerfoss, Inc. Profit Sharing Plan, Total assets ($M): 3.600053 · Participants: 26Martin & Zerfoss, Inc. Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Martin & Zerfoss, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Martin & Zerfoss, Inc. Profit Sharing Plan side-by-side with 3 peers →

Martin & Zerfoss, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is The Agricultural and Labor Program, Inc. Retirement Plan in FL ($4M); by covered participants it is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Martin & Zerfoss, Inc. Profit Sharing Plan assets move in 2023? ▼
Martin & Zerfoss, Inc. Profit Sharing Plan surged - up 32.6% during 2023, from $3M to $4M. Reported net income was $886K.
How have Martin & Zerfoss, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin & Zerfoss, Inc.'s sponsor-wide assets grew 67.0%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Martin & Zerfoss, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Agricultural and Labor Program, Inc. Retirement Plan in FL ($4M, 196 participants).
Which Profit Sharing plans cover a similar participant headcount to Martin & Zerfoss, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants, $2M 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 621583563.

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.