401(k) · DOL Form 5500 · 2023

Zimmerman Architectural Studios, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
99
Participants Small participant base
63rd
Percentile by assets National rank
$126,838
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zdg/Hec 401(k) Plan · Sponsored by Zimmerman Architectural Studios, Inc. · Wisconsin · Professional & Technical Services

$13M in assets, 99 participants

Zimmerman Architectural Studios, Inc.'s Zdg/Hec 401(k) Plan reported $13M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,725 in Professional & Technical Services (20,321 peers)

Zimmerman Architectural Studios, Inc. multi-year trail

Zimmerman Architectural Studios, Inc.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Zdg/Hec 401(k) Plan at $13M / 99 participants.

#12,725
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY

Zdg/Hec 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Zdg/Hec 401(k) Plan vs every filed plan by assets

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

$12,556,937 Top 37% higher than 63% 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

Zdg/Hec 401(k) 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. Zdg/Hec 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zdg/Hec 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Zdg/Hec 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Zdg/Hec 401(k) Plan reported participants rose from 98 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391101911 · Zimmerman Architectural Studios, Inc. PY 2023 · 401(k)

Zdg/Hec 401(k) Plan · $13M · 99 · 63rd

  • NET $13M
  • BOOK 99
  • VS-ST 63rd
  • BOY 401(k)
  • SCH near John H. Northrop & Associates, Inc. 401(k) Safe Harbor Plan
  • EBSA ind #12725

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Zdg/Hec 401(k) Plan in the asset neighbourhood

Zdg/Hec 401(k) Plan$13MJohn H. Northrop & Associates, Inc. 401(k) Safe Harbor PlanJohn H. Northrop & Associate…$13MNapleton Auto Werks 401(k) PlanNapleton Auto Werks 401(k) P…$13MSchunk 401(k) Plan$13MSunvair Aerospace Group, Inc. 401(k) PlanSunvair Aerospace Group, Inc…$13M
End-of-year total assets ($M) among Zdg/Hec 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Zimmerman Architectural Studios, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Zimmerman Architectural Studios, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.72198094200977% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.5M $14.2M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 98 $11M
2023 1 99 $13M
2024 1 105 $14M

Zimmerman Architectural Studios, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN391101911
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Zdg/Hec 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Zdg/Hec 401(k) Plan, Total assets ($B): 0.012556937 · Participants: 99Zdg/Hec 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Zdg/Hec 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Zdg/Hec 401(k) Plan side-by-side with 3 peers →

Zdg/Hec 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is John H. Northrop & Associates, Inc. 401(k) Safe Harbor Plan in MD ($13M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Zdg/Hec 401(k) Plan assets move in 2023? ▼
Zdg/Hec 401(k) Plan grew sharply - up 19.5% during 2023, from $11M to $13M. Reported net income was $2M.
How have Zimmerman Architectural Studios, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimmerman Architectural Studios, Inc.'s sponsor-wide assets grew 34.7%, from $11M to $14M.
Which 401(k) plans are similar in size to Zdg/Hec 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is John H. Northrop & Associates, Inc. 401(k) Safe Harbor Plan in MD ($13M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Zdg/Hec 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants, N/A 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 391101911.

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.