Other · DOL Form 5500 · 2023
Zepf Center Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 463
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $45,250
- Avg per participant Low balance/head
Official DOL plan name: Zepf Center Retirement Savings Plan · Sponsored by Zepf Center · Ohio · Other Services
$21M in assets, 463 participants
Zepf Center's Zepf Center Retirement Savings Plan reported $21M in total assets and 463 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,725 in Other Services (7,857 peers)
Zepf Center multi-year trail
Zepf Center's plans moved +12.7% in assets from 2022 to 2024; this filing shows Zepf Center Retirement Savings Plan at $21M / 463 participants.
- #6,725
- in Other Services (7,857 peers)
- +3.7%
- assets growth YoY
Zepf Center Retirement Savings Plan's outsized position by total assets
Zepf Center Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,950,769 Top 27% higher than 73% 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
Zepf Center Retirement Savings 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. Zepf Center Retirement Savings Plan sits mid-pack in the medium band (463 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Zepf Center Retirement Savings Plan reported net income fell from $3M in the plan year 2022 filing to $756K in the plan year 2023 filing.
- Zepf Center Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 341168947 · Zepf Center PY 2023 · Other
Zepf Center Retirement Savings Plan · $21M · 463 · 73rd
- BOY $21M
- BOY 463
- BOY 73rd
- BOY Other
- BOY near Alaska Pacific University Retirement Plan
- BOY ind #6725
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 Other Services retirement plans → · Plans in Ohio →
Zepf Center Retirement Savings Plan in the asset neighbourhood
Zepf Center multi-year asset trail
Sponsor-wide plan assets over time
All Zepf Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 12.684481062265874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 461 | $20M |
| 2023 | 1 | 463 | $21M |
| 2024 | 1 | 451 | $23M |
Zepf Center filing trail (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $756K |
| Employer EIN | 341168947 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Zepf Center Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Alaska Pacific University Retirement Plan in AK ($21M); by covered participants it is Culver Educational Foundation Defined Contribution Retirement Plan in IN (463 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Alaska Pacific University Retirement Plan (AK) $21M · 113
- Jameson Health System, Inc. 403(b) Plan (PA) $21M · 390
- St. Anne's Episcopal School Defined Contribution Retirement Plan (CO) $21M · 97
- Faculty Student Association of State University College at Fredonia, New York, Inc. Retirement Plan (NY) $21M · 93
Similar participant headcount
Nearest other-state filings by covered participants (463 participants); asset peers above are excluded.
- Culver Educational Foundation Defined Contribution Retirement Plan (IN) 463 · 0 off
- Starfish Family Services, Inc. DC Plan (MI) 464 · 1 off
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan (AL) 464 · 1 off
- The Solomon R. Guggenheim Foundation 403(b) Retirement Plan (NY) 464 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.