401(k) · DOL Form 5500 · 2023

Ziff Brothers Investments, L.L.C. 401(k) Plan

Data updated 2026-08-25

$219M
Total assets Near avg plan size
184
Participants Below avg headcount
95th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Zbi Multiple Employer 401(k) Retirement Plan · Sponsored by Ziff Brothers Investments, L.L.C. · New York · Finance & Insurance

$219M in assets, 184 participants

Ziff Brothers Investments, L.L.C.'s Zbi Multiple Employer 401(k) Retirement Plan reported $219M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,171 in Finance & Insurance (8,869 peers)

Coverage in New York

Zbi Multiple Employer 401(k) Retirement Plan covers 184 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $219M.

#8,171
in Finance & Insurance (8,869 peers)
+16.3%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Zbi Multiple Employer 401(k) Retirement Plan's outsized position by total assets

Zbi Multiple Employer 401(k) Retirement Plan vs every filed plan by assets

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

$219,253,737 Top 5% higher than 95% 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

Zbi Multiple Employer 401(k) 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. Zbi Multiple Employer 401(k) Retirement Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zbi Multiple Employer 401(k) Retirement Plan reported net income rose from -$41M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Zbi Multiple Employer 401(k) Retirement Plan end-of-year assets rose from $189M in the plan year 2022 filing to $219M in the plan year 2023 filing.
  • Zbi Multiple Employer 401(k) Retirement Plan reported participants rose from 166 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133810050 · Ziff Brothers Investments, L.L.C. PY 2023 · 401(k)

Zbi Multiple Employer 401(k) Retirement Plan · $219M · 184 · 95th

  • TYPE $219M
  • TYPE 184
  • TYPE 95th
  • TYPE 401(k)
  • TYPE near The Ethan Allen Retirement Savings Plan
  • TYPE ind #8171

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 Finance & Insurance retirement plans → · Plans in New York →

Zbi Multiple Employer 401(k) Retirement Plan in the asset neighbourhood

South Jersey Industries, Inc. 401(k) PlanSouth Jersey Industries, Inc…$219MThe Ethan Allen Retirement Savings PlanThe Ethan Allen Retirement S…$219MZbi Multiple Employer 401(k) Retirement PlanZbi Multiple Employer 401(k)…$219MMto 401(k) Profit Sharing PlanMto 401(k) Profit Sharing Pl…$219MAbx Air, Inc. Pilots Investment PlanAbx Air, Inc. Pilots Investm…$219M
End-of-year total assets ($M) among Zbi Multiple Employer 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$189M
Net Assets (End of Year)$219M
Net Income$31M
Employer EIN133810050
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ziff Brothers Investments, L.L.C.)

Sponsor-wide plan assets over time

All Ziff Brothers Investments, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$245M 29.810289301707137% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $189M $245M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 166 $189M
2023 1 184 $219M
2024 1 186 $245M

Nearby 401(k) Plans in New York

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

Zbi Multiple Employer 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Zbi Multiple Employer 401(k) Retirement Plan, Total assets ($B): 0.219253737 · Participants: 184Zbi Multiple Employer 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Zbi Multiple Employer 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Zbi Multiple Employer 401(k) Retirement Plan side-by-side with 3 peers →

Zbi Multiple Employer 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Ethan Allen Retirement Savings Plan in CT ($219M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($219M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Zbi Multiple Employer 401(k) Retirement Plan assets move in 2023? ▼
Zbi Multiple Employer 401(k) Retirement Plan grew sharply - up 16.3% during 2023, from $189M to $219M. Reported net income was $31M.
How have Ziff Brothers Investments, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ziff Brothers Investments, L.L.C.'s sponsor-wide assets grew 29.8%, from $189M to $245M.
Where does Zbi Multiple Employer 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Zbi Multiple Employer 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Zbi Multiple Employer 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Ethan Allen Retirement Savings Plan in CT ($219M, 2,137 participants).
Which 401(k) plans cover a similar participant headcount to Zbi Multiple Employer 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Afiniti 401(k) Plan in DC (184 participants, $5M 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 133810050.

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.