401(k) · DOL Form 5500 · 2023

Zara USA, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
2,354
Participants Above avg headcount
85th
Percentile by assets National rank
$19,560
Avg per participant Low balance/head
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Official DOL plan name: Zara USA & Related Companies 401(k) Plan · Sponsored by Zara USA, Inc. · New York · Retail Trade

$46M in assets, 2,354 participants

Zara USA, Inc.'s Zara USA & Related Companies 401(k) Plan reported $46M in total assets and 2,354 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,686 in Retail Trade (8,414 peers)

Coverage in New York

Zara USA & Related Companies 401(k) Plan covers 2,354 participants in New York, 3.0x the typical New York plan (state average ~798 per filing). Assets: $46M.

#7,686
in Retail Trade (8,414 peers)
+27.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Zara USA & Related Companies 401(k) Plan's outsized position by total assets

Zara USA & Related Companies 401(k) Plan vs every filed plan by assets

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

$46,043,138 Top 15% higher than 85% 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

Zara USA & Related Companies 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. Zara USA & Related Companies 401(k) Plan lands in the large band (2,354 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zara USA & Related Companies 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Zara USA & Related Companies 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Zara USA & Related Companies 401(k) Plan reported participants rose from 2,002 in the plan year 2022 filing to 2,354 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133471788 · Zara USA, Inc. PY 2023 · 401(k)

Zara USA & Related Companies 401(k) Plan · $46M · 2,354 · 85th

  • PHOTO $46M
  • IND 2,354
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Lee Kum Kee Employees' 401(k) Retirement Plan
  • PCT ind #7686

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 New York →

Zara USA & Related Companies 401(k) Plan in the asset neighbourhood

Trinity Solar, LLC 401(k) PlanTrinity Solar, LLC 401(k) Pl…$46MKaryopharm Therapeutics Inc. 401(k) PlanKaryopharm Therapeutics Inc.…$46MZara USA & Related Companies 401(k) PlanZara USA & Related Companies…$46MLee Kum Kee Employees' 401(k) Retirement PlanLee Kum Kee Employees' 401(k…$46MNeedham Bank 401(k) Plan$46M
End-of-year total assets ($M) among Zara USA & Related Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$46M
Net Income$10M
Employer EIN133471788
Plan Effective Date2011-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zara USA, Inc.)

Sponsor-wide plan assets over time

All Zara USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 45.58431707667234% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $36.2M $52.8M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 2,002 $36M
2023 1 2,354 $46M
2024 1 2,675 $53M

Nearby 401(k) Plans in New York

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

Zara USA & Related Companies 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Zara USA & Related Companies 401(k) Plan, Total assets ($B): 0.046043138 · Participants: 2354Zara USA & Related Companies 401(k) 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
Zara USA & Related Companies 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Zara USA & Related Companies 401(k) Plan side-by-side with 3 peers →

Zara USA & Related Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lee Kum Kee Employees' 401(k) Retirement Plan in CA ($46M); by covered participants it is Red Ventures, LLC 401(k) Plan in SC (2,353 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,354 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 Zara USA & Related Companies 401(k) Plan assets move in 2023? ▼
Zara USA & Related Companies 401(k) Plan grew sharply - up 27.1% during 2023, from $36M to $46M. Reported net income was $10M.
How have Zara USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zara USA, Inc.'s sponsor-wide assets grew 45.6%, from $36M to $53M.
Where does Zara USA & Related Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Zara USA & Related Companies 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Zara USA & Related Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lee Kum Kee Employees' 401(k) Retirement Plan in CA ($46M, 458 participants).
Which 401(k) plans cover a similar participant headcount to Zara USA & Related Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Ventures, LLC 401(k) Plan in SC (2,353 participants, $212M 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 133471788.

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.