401(k) · DOL Form 5500 · 2023

Zwicker & Associates, P.C 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
701
Participants Below avg headcount
71st
Percentile by assets National rank
$25,515
Avg per participant Low balance/head
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Official DOL plan name: Zwicker & Associates, P.C 401(k) Plan · Sponsored by Zwicker & Associates, P.C · Massachusetts · Professional & Technical Services

$18M in assets, 701 participants

Zwicker & Associates, P.C's Zwicker & Associates, P.C 401(k) Plan reported $18M in total assets and 701 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,241 in Professional & Technical Services (20,321 peers)

Zwicker & Associates, P.C multi-year trail

Zwicker & Associates, P.C's plans moved +45.3% in assets from 2022 to 2024; this filing shows Zwicker & Associates, P.C 401(k) Plan at $18M / 701 participants.

#14,241
in Professional & Technical Services (20,321 peers)
+23.6%
assets growth YoY

Zwicker & Associates, P.C 401(k) Plan's outsized position by total assets

Zwicker & Associates, P.C 401(k) Plan vs every filed plan by assets

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

$17,885,831 Top 29% higher than 71% 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

Zwicker & Associates, P.C 401(k) 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. Zwicker & Associates, P.C 401(k) Plan sits mid-pack in the medium band (701 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zwicker & Associates, P.C 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Zwicker & Associates, P.C 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Zwicker & Associates, P.C 401(k) Plan reported participants fell from 761 in the plan year 2022 filing to 701 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043131560 · Zwicker & Associates, P.C PY 2023 · 401(k)

Zwicker & Associates, P.C 401(k) Plan · $18M · 701 · 71st

  • PART $18M
  • PART 701
  • PART 71st
  • PART 401(k)
  • PART near Burdette Beckmann, Inc. 401(k) Profit Sharing Plan
  • PART ind #14241

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 Massachusetts →

Zwicker & Associates, P.C 401(k) Plan in the asset neighbourhood

Zwicker & Associates, P.C 401(k) PlanZwicker & Associates, P.C 40…$18MBurdette Beckmann, Inc. 401(k) Profit Sharing PlanBurdette Beckmann, Inc. 401(…$18MAutomation Components, Inc. 401(k) Profit Sharing PlanAutomation Components, Inc. …$18MBraga Ranch 401(k) Plan$18MEharmony, Inc. 401(k) Plan$18M
End-of-year total assets ($M) among Zwicker & Associates, P.C 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Zwicker & Associates, P.C multi-year asset trail

Sponsor-wide plan assets over time

All Zwicker & Associates, P.C plans reported in each filing year

Latest sponsor-wide plan assets
$21M 45.30152247278515% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $21M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 761 $14M
2023 1 701 $18M
2024 1 679 $21M

Zwicker & Associates, P.C filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN043131560
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Zwicker & Associates, P.C 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Zwicker & Associates, P.C 401(k) Plan, Total assets ($B): 0.017885831 · Participants: 701Zwicker & Associates, P.C 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Zwicker & Associates, P.C 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Zwicker & Associates, P.C 401(k) Plan side-by-side with 3 peers →

Zwicker & Associates, P.C 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Burdette Beckmann, Inc. 401(k) Profit Sharing Plan in FL ($18M); by covered participants it is Ripa and Associates, LLC 401(k) Profit Sharing Plan in FL (701 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (701 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 Zwicker & Associates, P.C 401(k) Plan assets move in 2023? ▼
Zwicker & Associates, P.C 401(k) Plan grew sharply - up 23.6% during 2023, from $14M to $18M. Reported net income was $3M.
How have Zwicker & Associates, P.C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zwicker & Associates, P.C's sponsor-wide assets grew 45.3%, from $14M to $21M.
Which 401(k) plans are similar in size to Zwicker & Associates, P.C 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burdette Beckmann, Inc. 401(k) Profit Sharing Plan in FL ($18M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Zwicker & Associates, P.C 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ripa and Associates, LLC 401(k) Profit Sharing Plan in FL (701 participants, $12M 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 043131560.

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.