401(k) · DOL Form 5500 · 2023
Huitt-Zollars, Inc. 401(k) Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 527
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $135,270
- Avg per participant Near avg balance/head
Official DOL plan name: Huitt-Zollars, Inc. Employee Retirement Plan & Trust · Sponsored by Huitt-Zollars, Inc. · Texas · Professional & Technical Services
$71M in assets, 527 participants
Huitt-Zollars, Inc.'s Huitt-Zollars, Inc. Employee Retirement Plan & Trust reported $71M in total assets and 527 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #18,279 in Professional & Technical Services (20,321 peers)
Where Huitt-Zollars, Inc. Employee Retirement Plan & Trust sits by assets
Huitt-Zollars, Inc. Employee Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $71M for 527 participants (~$135,270/participant), up 12.4% in 2023.
- #18,279
- in Professional & Technical Services (20,321 peers)
- +12.4%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Huitt-Zollars, Inc. Employee Retirement Plan & Trust's outsized position by total assets
Huitt-Zollars, Inc. Employee Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$71,287,233 Top 11% higher than 89% 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
Huitt-Zollars, Inc. Employee Retirement Plan & Trust 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. Huitt-Zollars, Inc. Employee Retirement Plan & Trust sits mid-pack in the medium band (527 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Huitt-Zollars, Inc. Employee Retirement Plan & Trust reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Huitt-Zollars, Inc. Employee Retirement Plan & Trust reported participants rose from 467 in the plan year 2022 filing to 527 in the plan year 2023 filing.
- Huitt-Zollars, Inc. Employee Retirement Plan & Trust end-of-year assets rose from $63M in the plan year 2022 filing to $71M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 751500178 · Huitt-Zollars, Inc. PY 2023 · 401(k)
Huitt-Zollars, Inc. Employee Retirement Plan & Trust · $71M · 527 · 89th
- TYPE $71M
- NET 527
- BOOK 89th
- VS-ST 401(k)
- BOY near Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan
- SCH ind #18279
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 Professional & Technical Services retirement plans → · Plans in Texas →
Huitt-Zollars, Inc. Employee Retirement Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $8M |
| Employer EIN | 751500178 |
| Plan Effective Date | 1993-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Huitt-Zollars, Inc.)
Sponsor-wide plan assets over time
All Huitt-Zollars, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $187M 23.478839315713937% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 926 | $151M |
| 2023 | 2 | 1,041 | $168M |
| 2024 | 2 | 1,085 | $187M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Huitt-Zollars, Inc. Employee Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan in IL ($71M); by covered participants it is Scale Ai 401(k) Plan in CA (527 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
- Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan (IL) $71M · 292
- Ho-Chunk, Inc. 401(k) Plan (NE) $71M · 1,710
- Qualys, Inc. 401(k) Plan (CA) $71M · 546
- Worth & Company, Inc. Retirement Plan (PA) $71M · 562
Similar participant headcount
Nearest other-state filings by covered participants (527 participants); asset peers above are excluded.
- Scale Ai 401(k) Plan (CA) 527 · 0 off
- Cl Enterprises 401(k) Plan (IL) 527 · 0 off
- Oeconnection 401(k) Plan (OH) 527 · 0 off
- Lodge Manufacturing Company Deferred Profit Sharing Plan (TN) 527 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.