401(k) · DOL Form 5500 · 2023

Zullas, Lc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
396
Participants Below avg headcount
35th
Percentile by assets National rank
$7,467
Avg per participant Low balance/head
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Official DOL plan name: Cafe Zupas Employee Retirement Plan · Sponsored by Zullas, Lc · Utah · Food Services & Accommodation

$3M in assets, 396 participants

Zullas, Lc's Cafe Zupas Employee Retirement Plan reported $3M in total assets and 396 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,734 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Cafe Zupas Employee Retirement Plan ranks #2,734 of 3,828 2023 filers by assets (662% of the sector average)-$3M for 396 participants.

#2,734
in Food Services & Accommodation (3,828 peers)
+29.4%
assets growth YoY

Cafe Zupas Employee Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Cafe Zupas Employee Retirement Plan vs every filed plan by assets

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

$2,957,103 35th percentile higher than 35% 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

Cafe Zupas Employee Retirement 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. Cafe Zupas Employee Retirement Plan sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cafe Zupas Employee Retirement Plan reported net income rose from $176 in the plan year 2022 filing to $638K in the plan year 2023 filing.
  • Cafe Zupas Employee Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cafe Zupas Employee Retirement Plan reported participants rose from 352 in the plan year 2022 filing to 396 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 201704436 · Zullas, Lc PY 2023 · 401(k)

Cafe Zupas Employee Retirement Plan · $3M · 396 · 35th

  • BOY $3M
  • BOY 396
  • BOY 35th
  • BOY 401(k)
  • BOY near Kohana Corp. 401(k) Profit Sharing Plan
  • BOY ind #2734

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 Food Services & Accommodation retirement plans → · Plans in Utah →

Cafe Zupas Employee Retirement Plan in the asset neighbourhood

Cafe Zupas Employee Retirement PlanCafe Zupas Employee Retireme…$3MKohana Corp. 401(k) Profit Sharing PlanKohana Corp. 401(k) Profit S…$3MBankvision, Inc. 401(k) Plan$3MOutdoor Network 401(k) Plan$3MVan Robotics, Inc. 401(k) PlanVan Robotics, Inc. 401(k) Pl…$3M
End-of-year total assets ($M) among Cafe Zupas Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$638K
Employer EIN201704436
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zullas, Lc)

Sponsor-wide plan assets over time

All Zullas, Lc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 71.48338871303864% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.29M $3.92M ▲ +71.2%
Year Plans Participants Total Assets
2022 1 352 $2M
2023 1 396 $3M
2024 1 493 $4M

Nearby 401(k) Plans in Utah

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

Cafe Zupas Employee Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Cafe Zupas Employee Retirement Plan, Total assets ($B): 0.002957103 · Participants: 396Cafe Zupas Employee Retirement PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Cafe Zupas Employee Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Cafe Zupas Employee Retirement Plan side-by-side with 3 peers →

Cafe Zupas Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Kohana Corp. 401(k) Profit Sharing Plan in IL ($3M); by covered participants it is Integracare 401(k) Savings Plan in PA (396 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Cafe Zupas Employee Retirement Plan assets move in 2023? ▼
Cafe Zupas Employee Retirement Plan grew sharply - up 29.4% during 2023, from $2M to $3M. Reported net income was $638K.
How have Zullas, Lc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zullas, Lc's sponsor-wide assets grew 71.5%, from $2M to $4M.
Which 401(k) plans are similar in size to Cafe Zupas Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kohana Corp. 401(k) Profit Sharing Plan in IL ($3M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Cafe Zupas Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integracare 401(k) Savings Plan in PA (396 participants, $7M 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 201704436.

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.