Profit Sharing · DOL Form 5500 · 2023

Roger Zatkoff Company Profit Sharing Plan

Data updated 2026-08-11

$148M
Total assets: 180
Participants: 93rd
Percentile by assets: $823,068
Avg per participant

Official DOL plan name: Roger Zatkoff Company Employees' Profit Sharing Retirement Plan · Sponsored by Roger Zatkoff Company · Michigan · Wholesale Trade

$148M in assets, 180 participants

Roger Zatkoff Company's Roger Zatkoff Company Employees' Profit Sharing Retirement Plan reported $148M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#5,989 in Wholesale Trade (6,309 peers)

Coverage in Michigan

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan covers 180 participants in Michigan, about 28% of the average Michigan filer (state average ~638 per filing). Assets: $148M.

$148M
total plan assets (2023 EOY): 180
covered participants: 93rd
percentile by assets (of 127,072 plans): $823,068
avg assets per participant

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan reported net income rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan end-of-year assets rose from $126M in the plan year 2022 filing to $148M in the plan year 2023 filing.
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan reported participants rose from 174 in the plan year 2022 filing to 180 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Michigan

Industry

Wholesale Trade

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. Roger Zatkoff Company Employees' Profit Sharing Retirement Plan reports 180 participants - about 28% of that state average ($148M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)	$126M
Net Assets (End of Year)	$148M
Net Income	$22M
Employer EIN	381683798
Plan Effective Date	1969-03-26
Filing Status	FILING RECEIVED

Sponsor Plan History (Roger Zatkoff Company)

Total plan assets by year, all Roger Zatkoff Company plans on file

Year	Plans	Participants	Total Assets
2022	1	174	$126M
2023	1	180	$148M
2024	1	183	$170M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants

Henry Ford Health System Retirement Savings Plan $1.7B · 14,349
Construction Industry Retirement Fund of Rockford $564M · 10,685
Ohio Carpenters' Annuity Plan $410M · 9,314
Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $288M · 1,404
NECA-IBEW Memphis Retirement Plan $213M · 2,389

Compare Roger Zatkoff Company Employees' Profit … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Roger Zatkoff Company Employees' Profit Sharing Retirement Plan by total assets, not by location.

St. Lawrence Health System 403(b) Retirement Plan (NY) $149M · 2,075
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund (NJ) $149M · 411
Parsons Behle & Latimer Profit Sharing Plan & Trust (UT) $147M · 265
Local 550 Annuity Plan (MA) $150M · 786

Frequently Asked Questions

How did Roger Zatkoff Company Employees' Profit Sharing Retirement Plan assets move in 2023? ▼

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan grew sharply - up 17.9% during 2023, from $126M to $148M. Reported net income was $22M.

How have Roger Zatkoff Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Roger Zatkoff Company's sponsor-wide assets grew 35.0%, from $126M to $170M.

Where does Roger Zatkoff Company Employees' Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan ranks in the 93rd 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 Profit Sharing plans are similar in size to Roger Zatkoff Company Employees' Profit Sharing Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is St. Lawrence Health System 403(b) Retirement Plan in NY ($149M, 2,075 participants).

Next read for Roger Zatkoff Company Employees' Profit …

Filing takeaways

Ways to act on Roger Zatkoff Company Employees' Profit Sharing Retirement Plan's numbers.

By total assets, Roger Zatkoff Company Employees' Profit Sharing Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Michigan. Compare plans
Roger Zatkoff Company's sponsor-wide assets have grown 35.0% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 381683798.