401(k) · DOL Form 5500 · 2023

Zimbrick, Inc. 401(k) Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
800
Participants Near avg headcount
92nd
Percentile by assets National rank
$145,103
Avg per participant Above avg balance/head
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Official DOL plan name: Zimbrick, Inc. Retirement Savings Plan · Sponsored by Zimbrick, Inc. · Wisconsin · Retail Trade

$116M in assets, 800 participants

Zimbrick, Inc.'s Zimbrick, Inc. Retirement Savings Plan reported $116M in total assets and 800 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,045 in Retail Trade (8,414 peers)

Where Zimbrick, Inc. Retirement Savings Plan sits by assets

Zimbrick, Inc. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $116M for 800 participants (~$145,103/participant), up 15.0% in 2023.

#8,045
in Retail Trade (8,414 peers)
+15.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Zimbrick, Inc. Retirement Savings Plan's outsized position by total assets

Zimbrick, Inc. Retirement Savings Plan vs every filed plan by assets

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

$116,082,287 Top 8% higher than 92% 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

Zimbrick, Inc. Retirement Savings 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. Zimbrick, Inc. Retirement Savings Plan sits mid-pack in the medium band (800 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zimbrick, Inc. Retirement Savings Plan reported net income rose from -$30M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Zimbrick, Inc. Retirement Savings Plan end-of-year assets rose from $101M in the plan year 2022 filing to $116M in the plan year 2023 filing.
  • Zimbrick, Inc. Retirement Savings Plan reported participants rose from 778 in the plan year 2022 filing to 800 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390963195 · Zimbrick, Inc. PY 2023 · 401(k)

Zimbrick, Inc. Retirement Savings Plan · $116M · 800 · 92nd

  • ASSETS $116M
  • ASSETS 800
  • ASSETS 92nd
  • ASSETS 401(k)
  • ASSETS near Btig, LLC 401(k) Plan
  • ASSETS ind #8045

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 Wisconsin →

Zimbrick, Inc. Retirement Savings Plan in the asset neighbourhood

Imagine Learning LLC 401(k) PlanImagine Learning LLC 401(k) …$116MHardesty & Hanover Employees' 401(k) Profit Sharing PlanHardesty & Hanover Employees…$116MBtig, LLC 401(k) Plan$116MZimbrick, Inc. Retirement Savings PlanZimbrick, Inc. Retirement Sa…$116MMcelroy, Deutsch, Mulvaney & Carpenter, LLP 401(k) PlanMcelroy, Deutsch, Mulvaney &…$116M
End-of-year total assets ($M) among Zimbrick, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$116M
Net Income$15M
Employer EIN390963195
Plan Effective Date1966-07-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Zimbrick, Inc.)

Sponsor-wide plan assets over time

All Zimbrick, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$130M 29.069381199559064% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $101M $130M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 778 $101M
2023 1 800 $116M
2024 1 815 $130M

Nearby 401(k) Plans in Wisconsin

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

Zimbrick, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Zimbrick, Inc. Retirement Savings Plan, Total assets ($B): 0.116082287 · Participants: 800Zimbrick, Inc. Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Zimbrick, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Zimbrick, Inc. Retirement Savings Plan side-by-side with 3 peers →

Zimbrick, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Btig, LLC 401(k) Plan in CA ($116M); by covered participants it is United Federal Credit Union 401(k) Plan in MI (800 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($116M here).

Similar participant headcount

Nearest other-state filings by covered participants (800 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 Zimbrick, Inc. Retirement Savings Plan assets move in 2023? ▼
Zimbrick, Inc. Retirement Savings Plan grew sharply - up 15.0% during 2023, from $101M to $116M. Reported net income was $15M.
How have Zimbrick, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimbrick, Inc.'s sponsor-wide assets grew 29.1%, from $101M to $130M.
Where does Zimbrick, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Zimbrick, Inc. Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Zimbrick, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Btig, LLC 401(k) Plan in CA ($116M, 627 participants).
Which 401(k) plans cover a similar participant headcount to Zimbrick, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is United Federal Credit Union 401(k) Plan in MI (800 participants, $74M 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 390963195.

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.