401(k) · DOL Form 5500 · 2023

Zoe Holding Company, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2,509
Participants Above avg headcount
43rd
Percentile by assets National rank
$1,830
Avg per participant Low balance/head
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Official DOL plan name: Zoe Holding Company, Inc 401(k) Plan · Sponsored by Zoe Holding Company, Inc. · Arizona · Administrative & Support Services

$5M in assets, 2,509 participants

Zoe Holding Company, Inc.'s Zoe Holding Company, Inc 401(k) Plan reported $5M in total assets and 2,509 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,867 in Administrative & Support Services (4,372 peers)

Coverage in Arizona

Zoe Holding Company, Inc 401(k) Plan covers 2,509 participants in Arizona, 4.5x the typical Arizona plan (state average ~564 per filing). Assets: $5M.

#2,867
in Administrative & Support Services (4,372 peers)
-2.6%
assets change YoY

The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zoe Holding Company, Inc 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Zoe Holding Company, Inc 401(k) Plan vs every filed plan by assets

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

$4,591,908 43rd percentile higher than 43% 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

Zoe Holding Company, Inc 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zoe Holding Company, Inc 401(k) Plan lands in the large band (2,509 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zoe Holding Company, Inc 401(k) Plan reported net income rose from -$747K in the plan year 2022 filing to -$120K in the plan year 2023 filing.
  • Zoe Holding Company, Inc 401(k) Plan reported participants fell from 4,188 in the plan year 2022 filing to 2,509 in the plan year 2023 filing.
  • Zoe Holding Company, Inc 401(k) Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860929639 · Zoe Holding Company, Inc. PY 2023 · 401(k)

Zoe Holding Company, Inc 401(k) Plan · $5M · 2,509 · 43rd

  • BOY $5M
  • SCH 2,509
  • EBSA 43rd
  • PART 401(k)
  • TYPE near Southern States Automotive Mgmt. Group LLC 401(k) Plan
  • NET ind #2867

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 Administrative & Support Services retirement plans → · Plans in Arizona →

Zoe Holding Company, Inc 401(k) Plan in the asset neighbourhood

Zoe Holding Company, Inc 401(k) PlanZoe Holding Company, Inc 401…$5MSouthern States Automotive Mgmt. Group LLC 401(k) PlanSouthern States Automotive M…$5MKolodzey & Cox, Cpa's, P.C. 401(k) Profit Sharing PlanKolodzey & Cox, Cpa's, P.C. …$5MThompson Trucking, Inc. 401(k) Profit Sharing PlanThompson Trucking, Inc. 401(…$5MIntech Mechanical Company LLC 401(k) Profit Sharing PlanIntech Mechanical Company LL…$5M
End-of-year total assets ($M) among Zoe Holding Company, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$120K
Employer EIN860929639
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zoe Holding Company, Inc.)

Sponsor-wide plan assets over time

All Zoe Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.9212894781294114% vs 2022
2024 filing year
$4.55M$4.6M$4.65M$4.7M$4.75M 202220232024 $4.71M $4.62M ▼ -1.9%
Year Plans Participants Total Assets
2022 1 4,188 $5M
2023 1 2,509 $5M
2024 1 2,198 $5M

Nearby 401(k) Plans in Arizona

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

Zoe Holding Company, Inc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -20246 Total assets ($B) Participants Zoe Holding Company, Inc 401(k) Plan, Total assets ($B): 0.004591908 · Participants: 2509Zoe Holding Company, Inc 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Zoe Holding Company, Inc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Zoe Holding Company, Inc 401(k) Plan side-by-side with 3 peers →

Zoe Holding Company, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Southern States Automotive Mgmt. Group LLC 401(k) Plan in NC ($5M); by covered participants it is Alexion 401(k) Plan in MA (2,509 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,509 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 Zoe Holding Company, Inc 401(k) Plan assets move in 2023? ▼
Zoe Holding Company, Inc 401(k) Plan edged down modestly - down 2.6% during 2023, from $5M to $5M. Reported net income was -$120K.
How have Zoe Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zoe Holding Company, Inc.'s sponsor-wide assets declined 1.9%, from $5M to $5M.
Which 401(k) plans are similar in size to Zoe Holding Company, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern States Automotive Mgmt. Group LLC 401(k) Plan in NC ($5M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Zoe Holding Company, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alexion 401(k) Plan in MA (2,509 participants, N/A 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 860929639.

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.