401(k) · DOL Form 5500 · 2023

Zemax Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$1,964
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zemax Services 401(k) · Sponsored by Zemax Services, Inc. · Indiana · Administrative & Support Services

$2K in assets, 1 participants

Zemax Services, Inc.'s Zemax Services 401(k) reported $2K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #67 in Administrative & Support Services (4,372 peers)

2023 asset change

Zemax Services 401(k) pulled back noticeably 11.3% in 2023 ($2K → $2K) for 1 participant.

#67
in Administrative & Support Services (4,372 peers)
-11.3%
assets change YoY

The plan reported a net loss of $250 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zemax Services 401(k) among the smaller filed plans by assets

Zemax Services 401(k) vs every filed plan by assets

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

$1,964 1st percentile higher than 1% 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

Zemax Services 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zemax Services 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zemax Services 401(k) reported net income rose from -$2K in the plan year 2022 filing to -$250 in the plan year 2023 filing.
  • Zemax Services 401(k) end-of-year assets fell from $2K in the plan year 2022 filing to $2K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 843530649 · Zemax Services, Inc. PY 2023 · 401(k)

Zemax Services 401(k) · $2K · 1 · 1st

  • RANK $2K
  • RANK 1
  • RANK 1st
  • RANK 401(k)
  • RANK near Truedge Fitness Corp. 401(k) Plan
  • RANK ind #67

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 Administrative & Support Services retirement plans → · Plans in Indiana →

Zemax Services 401(k) in the asset neighbourhood

Zemax Services 401(k)$2KTruedge Fitness Corp. 401(k) PlanTruedge Fitness Corp. 401(k)…$2KGray Landscaping, Inc. 401(k) Profit Sharing PlanGray Landscaping, Inc. 401(k…$2KLoon Island Retirement Plan$2KDo It All Handyman & Tractor Corp 401(k) PlanDo It All Handyman & Tractor…$2K
End-of-year total assets ($M) among Zemax Services 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Zemax Services, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Zemax Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M 202220232024 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $2K
2023 1 1 $2K
2024 1 1 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$2K
Net Assets (End of Year)$2K
Net Income-$250
Employer EIN843530649
Plan Effective Date2019-10-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Zemax Services 401(k) vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Zemax Services 401(k), Total assets ($B): 0.000001964 · Participants: 1Zemax Services 401(k)The Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Zemax Services 401(k) vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Zemax Services 401(k) side-by-side with 3 peers →

Zemax Services 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Truedge Fitness Corp. 401(k) Plan in TX ($2K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Zemax Services 401(k) assets move in 2023? ▼
Zemax Services 401(k) pulled back noticeably - down 11.3% during 2023, from $2K to $2K. Reported net income was -$250.
Where does Zemax Services 401(k) rank by assets among Form 5500 filers? ▼
Zemax Services 401(k) ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Zemax Services 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Truedge Fitness Corp. 401(k) Plan in TX ($2K, 17 participants).
Which 401(k) plans cover a similar participant headcount to Zemax Services 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 843530649.

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.