Profit Sharing · DOL Form 5500 · 2023
Roger Zatkoff Company Profit Sharing Plan
Data updated 2026-08-25
- $148M
- Total assets Near avg plan size
- 180
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $823,068
- Avg per participant High balance/head
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.
- #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.
- #5,989
- in Wholesale Trade (6,309 peers)
- +17.9%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan's outsized position by total assets
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$148,152,160 Top 7% higher than 93% 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
Roger Zatkoff Company Employees' Profit Sharing Retirement 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. Roger Zatkoff Company Employees' Profit Sharing Retirement Plan sits mid-pack in the medium band (180 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
EBSA filing schedule strip
Filing strip 381683798 · Roger Zatkoff Company PY 2023 · Profit Sharing
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan · $148M · 180 · 93rd
- NET $148M
- NET 180
- NET 93rd
- NET Profit Sharing
- NET near St. Lawrence Health System 403(b) Retirement Plan
- NET ind #5989
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 Wholesale Trade retirement plans → · Plans in Michigan →
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Roger Zatkoff Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $170M 35.02549633654136% vs 2022
- 2024 filing year
| 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.
- 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
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is St. Lawrence Health System 403(b) Retirement Plan in NY ($149M); by covered participants it is Office Depot Puerto Rico, LLC Retirement Savings Plan in FL (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($148M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (180 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.