401(k) · DOL Form 5500 · 2023

Zaheri Group 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 459
Participants Below avg headcount: 63rd
Percentile by assets National rank: $26,831
Avg per participant Low balance/head

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Official DOL plan name: Zaheri Group Retirement Plan · Sponsored by Zaheri Group · California · Retail Trade

$12M in assets, 459 participants

Zaheri Group's Zaheri Group Retirement Plan reported $12M in total assets and 459 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

#6,215 in Retail Trade (8,414 peers)

Zaheri Group multi-year trail

Zaheri Group's plans moved +30.9% in assets from 2022 to 2024; this filing shows Zaheri Group Retirement Plan at $12M / 459 participants.

#6,215
in Retail Trade (8,414 peers): +15.9%
assets growth YoY

Zaheri Group Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Zaheri Group Retirement Plan vs every filed plan by assets

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

$12,315,368 Top 37% higher than 63% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Zaheri Group 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. Zaheri Group Retirement Plan sits mid-pack in the medium band (459 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Zaheri Group Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Zaheri Group Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Zaheri Group Retirement Plan reported participants rose from 441 in the plan year 2022 filing to 459 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943072384 · Zaheri Group PY 2023 · 401(k)

Zaheri Group Retirement Plan · $12M · 459 · 63rd

PART $12M
TYPE 459
NET 63rd
BOOK 401(k)
VS-ST near Vigen Construction, Inc. Retirement & 401(k) Plan
BOY ind #6215

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 Retail Trade retirement plans → · Plans in California →

End-of-year total assets ($M) among Zaheri Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Zaheri Group multi-year asset trail

Latest sponsor-wide plan assets: $14M 30.876034977257934% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	441	$11M
2023	1	459	$12M
2024	1	418	$14M

Zaheri Group filing trail (2023)

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$12M
Net Income	$2M
Employer EIN	943072384
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Zaheri Group Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Zaheri Group Retirement Plan side-by-side with 3 peers →

Zaheri Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vigen Construction, Inc. Retirement & 401(k) Plan in MN ($12M); by covered participants it is East Manufacturing Corporation 401(k) Plan in OH (459 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Vigen Construction, Inc. Retirement & 401(k) Plan (MN) $12M · 342
Munro & Associates, Inc. 401(k) Plan (MI) $12M · 84
Cambridge Real Estate Services Inc., Profit Sharing and Employee Savings Benefit Plan (OR) $12M · 241
Jeffreym Consulting, LLC 401(k) Retirement Plan (WA) $12M · 302

Similar participant headcount

Nearest other-state filings by covered participants (459 participants); asset peers above are excluded.

East Manufacturing Corporation 401(k) Plan (OH) 459 · 0 off
Progressive Converting Inc 401(k) Plan (WI) 459 · 0 off
Project44, Inc. 401(k) Plan (IL) 459 · 0 off
Newcomer Funeral Service Group Retirement Plan (KS) 459 · 0 off

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 Zaheri Group Retirement Plan assets move in 2023? ▼

Zaheri Group Retirement Plan grew sharply - up 15.9% during 2023, from $11M to $12M. Reported net income was $2M.

How have Zaheri Group plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Zaheri Group's sponsor-wide assets grew 30.9%, from $11M to $14M.

Which 401(k) plans are similar in size to Zaheri Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Vigen Construction, Inc. Retirement & 401(k) Plan in MN ($12M, 342 participants).

Which 401(k) plans cover a similar participant headcount to Zaheri Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is East Manufacturing Corporation 401(k) Plan in OH (459 participants, $8M 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 943072384.