401(k) · DOL Form 5500 · 2023

Zift Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
64
Participants Small participant base
45th
Percentile by assets National rank
$80,292
Avg per participant Below avg balance/head
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Official DOL plan name: Zift Solutions 401(k) Plan · Sponsored by Zift Solutions, Inc. · North Carolina · Professional & Technical Services

$5M in assets, 64 participants

Zift Solutions, Inc.'s Zift Solutions 401(k) Plan reported $5M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,689 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Zift Solutions 401(k) Plan holds $5M for 64 participants - about $80,292 per participant, in the lower half of filed plans by assets.

#8,689
in Professional & Technical Services (20,321 peers)
+5.3%
assets growth YoY

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

Zift Solutions 401(k) Plan vs every filed plan by assets

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

$5,138,710 45th percentile higher than 45% 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

Zift Solutions 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. Zift Solutions 401(k) Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zift Solutions 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $257K in the plan year 2023 filing.
  • Zift Solutions 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Zift Solutions 401(k) Plan reported participants rose from 63 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 204506719 · Zift Solutions, Inc. PY 2023 · 401(k)

Zift Solutions 401(k) Plan · $5M · 64 · 45th

  • BOOK $5M
  • BOOK 64
  • BOOK 45th
  • BOOK 401(k)
  • BOOK near Mm Packaging Product Inc. 401(k) Profit Sharing Plan
  • BOOK ind #8689

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 North Carolina →

Zift Solutions 401(k) Plan in the asset neighbourhood

Zift Solutions 401(k) Plan$5MMm Packaging Product Inc. 401(k) Profit Sharing PlanMm Packaging Product Inc. 40…$5MRdd Family Office, LLC Employees Savings TrustRdd Family Office, LLC Emplo…$5MSt. Joseph's Rehabilitation Center Retirement PlanSt. Joseph's Rehabilitation …$5MSunshine Village Retirement PlanSunshine Village Retirement …$5M
End-of-year total assets ($M) among Zift Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$257K
Employer EIN204506719
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zift Solutions, Inc.)

Sponsor-wide plan assets over time

All Zift Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 8.559870467302929% vs 2022
2024 filing year
$4.8M$5M$5.2M$5.4M 202220232024 $4.88M $5.3M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 63 $5M
2023 1 64 $5M
2024 1 64 $5M

Nearby 401(k) Plans in North Carolina

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

Zift Solutions 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Zift Solutions 401(k) Plan, Total assets ($B): 0.00513871 · Participants: 64Zift Solutions 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Zift Solutions 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Zift Solutions 401(k) Plan side-by-side with 3 peers →

Zift Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mm Packaging Product Inc. 401(k) Profit Sharing Plan in CO ($5M); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Zift Solutions 401(k) Plan assets move in 2023? ▼
Zift Solutions 401(k) Plan grew at a solid clip - up 5.3% during 2023, from $5M to $5M. Reported net income was $257K.
How have Zift Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zift Solutions, Inc.'s sponsor-wide assets grew 8.6%, from $5M to $5M.
Which 401(k) plans are similar in size to Zift Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mm Packaging Product Inc. 401(k) Profit Sharing Plan in CO ($5M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Zift Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ekso Bionics 401(k) Plan in CA (64 participants, $6M 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 204506719.

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.