401(k) · DOL Form 5500 · 2023

Zoeller Company 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
661
Participants Below avg headcount
92nd
Percentile by assets National rank
$161,420
Avg per participant Above avg balance/head
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Official DOL plan name: Zoeller Company Retirement Savings Plan and Trust · Sponsored by Zoeller Company · Kentucky · Manufacturing

$107M in assets, 661 participants

Zoeller Company's Zoeller Company Retirement Savings Plan and Trust reported $107M in total assets and 661 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,377 in Manufacturing (18,722 peers)

Where Zoeller Company Retirement Savings Plan and Trust sits by assets

Zoeller Company Retirement Savings Plan and Trust sits in the top 10% of all filed plans by assets, $107M for 661 participants (~$161,420/participant), up 11.5% in 2023.

#16,377
in Manufacturing (18,722 peers)
+11.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Zoeller Company Retirement Savings Plan and Trust's outsized position by total assets

Zoeller Company Retirement Savings Plan and Trust vs every filed plan by assets

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

$106,698,427 Top 8% higher than 92% 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

Zoeller Company Retirement Savings Plan and 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. Zoeller Company Retirement Savings Plan and Trust sits mid-pack in the medium band (661 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zoeller Company Retirement Savings Plan and Trust reported net income rose from -$21M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Zoeller Company Retirement Savings Plan and Trust reported participants rose from 581 in the plan year 2022 filing to 661 in the plan year 2023 filing.
  • Zoeller Company Retirement Savings Plan and Trust end-of-year assets rose from $96M in the plan year 2022 filing to $107M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 610495071 · Zoeller Company PY 2023 · 401(k)

Zoeller Company Retirement Savings Plan and Trust · $107M · 661 · 92nd

  • IND $107M
  • IND 661
  • IND 92nd
  • IND 401(k)
  • IND near Blue Bird 401(k) Plan
  • IND ind #16377

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 Kentucky →

Zoeller Company Retirement Savings Plan and Trust in the asset neighbourhood

Blue Bird 401(k) Plan$107MWasatch Advisors, LP Deferred Profit Sharing Plan and TrustWasatch Advisors, LP Deferre…$107MZoeller Company Retirement Savings Plan and TrustZoeller Company Retirement S…$107MKarl Storz Imaging, Inc. Employees' Savings PlanKarl Storz Imaging, Inc. Emp…$107MAnesthesia Services, P.a. 401(k) Profit Sharing PlanAnesthesia Services, P.a. 40…$107M
End-of-year total assets ($M) among Zoeller Company Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$107M
Net Income$11M
Employer EIN610495071
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zoeller Company)

Sponsor-wide plan assets over time

All Zoeller Company plans reported in each filing year

Latest sponsor-wide plan assets
$118M 23.304530079125097% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $95.7M $118M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 581 $96M
2023 1 661 $107M
2024 1 661 $118M

Nearby 401(k) Plans in Kentucky

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

Zoeller Company Retirement Savings Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Zoeller Company Retirement Savings Plan and Trust, Total assets ($B): 0.106698427 · Participants: 661Zoeller Company Retirement Savings Plan and TrustCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Zoeller Company Retirement Savings Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Zoeller Company Retirement Savings Plan and Trust side-by-side with 3 peers →

Zoeller Company Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Blue Bird 401(k) Plan in GA ($107M); by covered participants it is Jrmb II, Inc. 401(k) Plan in OK (661 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (661 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 Zoeller Company Retirement Savings Plan and Trust assets move in 2023? ▼
Zoeller Company Retirement Savings Plan and Trust grew at a solid clip - up 11.5% during 2023, from $96M to $107M. Reported net income was $11M.
How have Zoeller Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zoeller Company's sponsor-wide assets grew 23.3%, from $96M to $118M.
Where does Zoeller Company Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Zoeller Company Retirement Savings Plan and Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Zoeller Company Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Blue Bird 401(k) Plan in GA ($107M, 1,646 participants).
Which 401(k) plans cover a similar participant headcount to Zoeller Company Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jrmb II, Inc. 401(k) Plan in OK (661 participants, $28M 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 610495071.

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.