401(k) · DOL Form 5500 · 2023

Zimmerman Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
705
Participants Below avg headcount
81st
Percentile by assets National rank
$47,418
Avg per participant Low balance/head
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Official DOL plan name: Zimmerman Associates, Inc. 401(k) Savings Plan · Sponsored by Zimmerman Associates, Inc. · Virginia · Professional & Technical Services

$33M in assets, 705 participants

Zimmerman Associates, Inc.'s Zimmerman Associates, Inc. 401(k) Savings Plan reported $33M in total assets and 705 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,514 in Professional & Technical Services (20,321 peers)

Where Zimmerman Associates, Inc. 401(k) Savings Plan sits by assets

Zimmerman Associates, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $33M for 705 participants (~$47,418/participant), up 7.4% in 2023.

#16,514
in Professional & Technical Services (20,321 peers)
+7.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Zimmerman Associates, Inc. 401(k) Savings Plan's outsized position by total assets

Zimmerman Associates, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$33,429,950 Top 19% higher than 81% 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

Zimmerman Associates, Inc. 401(k) Savings Plan 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. Zimmerman Associates, Inc. 401(k) Savings Plan sits mid-pack in the medium band (705 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zimmerman Associates, Inc. 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Zimmerman Associates, Inc. 401(k) Savings Plan reported participants rose from 630 in the plan year 2022 filing to 705 in the plan year 2023 filing.
  • Zimmerman Associates, Inc. 401(k) Savings Plan end-of-year assets rose from $31M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 620995602 · Zimmerman Associates, Inc. PY 2023 · 401(k)

Zimmerman Associates, Inc. 401(k) Savings Plan · $33M · 705 · 81st

  • VS-ST $33M
  • VS-ST 705
  • VS-ST 81st
  • VS-ST 401(k)
  • VS-ST near Visit Orlando 401(k) Plan
  • VS-ST ind #16514

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 Virginia →

Zimmerman Associates, Inc. 401(k) Savings Plan in the asset neighbourhood

Zimmerman Associates, Inc. 401(k) Savings PlanZimmerman Associates, Inc. 4…$33MVisit Orlando 401(k) Plan$33MKorber Tissue, Inc. Savings & Retirement PlanKorber Tissue, Inc. Savings …$33MCommunity Care of North Carolina, Inc 401(k) PlanCommunity Care of North Caro…$33MManiilaq Association 401(k) Safe Harbor Profit Sharing PlanManiilaq Association 401(k) …$33M
End-of-year total assets ($M) among Zimmerman Associates, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN620995602
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zimmerman Associates, Inc.)

Sponsor-wide plan assets over time

All Zimmerman Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 5.068417999323082% vs 2022
2024 filing year
$55M$56M$57M$58M$59M$60M 202220232024 $55.9M $58.7M ▲ +5.1%
Year Plans Participants Total Assets
2022 2 1,159 $56M
2023 2 1,211 $57M
2024 2 1,294 $59M

Nearby 401(k) Plans in Virginia

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

Zimmerman Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Zimmerman Associates, Inc. 401(k) Savings Plan, Total assets ($B): 0.03342995 · Participants: 705Zimmerman Associates, Inc. 401(k) Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Zimmerman Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Zimmerman Associates, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Zimmerman Associates, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Visit Orlando 401(k) Plan in FL ($33M); by covered participants it is Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in TN (705 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (705 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 Zimmerman Associates, Inc. 401(k) Savings Plan assets move in 2023? ▼
Zimmerman Associates, Inc. 401(k) Savings Plan grew at a solid clip - up 7.4% during 2023, from $31M to $33M. Reported net income was $2M.
How have Zimmerman Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimmerman Associates, Inc.'s sponsor-wide assets grew 5.1%, from $56M to $59M.
Where does Zimmerman Associates, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Zimmerman Associates, Inc. 401(k) Savings Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Zimmerman Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Visit Orlando 401(k) Plan in FL ($33M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Zimmerman Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in TN (705 participants, $58M 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 620995602.

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.