401(k)
2023 plan-year 401(k) DOL Form 5500

ZHI 401(K) RETIREMENT SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ZACHRY HOLDINGS, INC.

This 401(k) plan holds $928M in total assets and serves 13,641 participants as of 2023. It is sponsored by ZACHRY HOLDINGS, INC. in Texas. The plan reported positive net income of $135M for the year.

Total Assets (2023)
$928M
Participants
13,641
State
Industry
Construction

What the Filing Says About ZHI 401(K) RETIREMENT SAVINGS PLAN

ZHI 401(K) RETIREMENT SAVINGS PLAN is a 401(k) retirement plan sponsored by ZACHRY HOLDINGS, INC., headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $928M in total end-of-year assets and covers 13,641 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 261256814, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $793M at the beginning of 2023 to $928M at year-end — a gain of 17.1%. Net assets (after liabilities) closed the year at $928M, with reported net income of $135M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$793M
Total Assets (End of Year)$928M
Net Assets (End of Year)$928M
Net Income$135M
Plan Type401(k)
Employer EIN261256814
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ZACHRY HOLDINGS, INC.)

Year Plans Participants Total Assets
2022 1 13,355 $793M
2023 1 13,641 $928M
2024 1 20,291 $1.0B

Nearby 401(k) Plans in Texas

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Frequently Asked Questions

How much money is in the ZHI 401(K) RETIREMENT SAVINGS PLAN?
As of the 2023 Form 5500 filing, ZHI 401(K) RETIREMENT SAVINGS PLAN holds $928M in total assets with 13,641 participants. It is sponsored by ZACHRY HOLDINGS, INC..
What type of plan is ZHI 401(K) RETIREMENT SAVINGS PLAN?
ZHI 401(K) RETIREMENT SAVINGS PLAN is a 401(k) plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 261256814.
Who sponsors the ZHI 401(K) RETIREMENT SAVINGS PLAN?
ZHI 401(K) RETIREMENT SAVINGS PLAN is sponsored by ZACHRY HOLDINGS, INC., located in Texas. The sponsor's EIN is 261256814 and the plan operates in the Construction industry.
How did ZHI 401(K) RETIREMENT SAVINGS PLAN perform in 2023?
ZHI 401(K) RETIREMENT SAVINGS PLAN grew by 17.1% during 2023, moving from $793M to $928M in total assets. Net income was $135M.
Where can I find official filings for ZHI 401(K) RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for ZHI 401(K) RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 261256814 or plan name at efast.dol.gov.
How does ZHI 401(K) RETIREMENT SAVINGS PLAN compare to other plans?
You can compare ZHI 401(K) RETIREMENT SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 261256814.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.