401(k) · DOL Form 5500 · 2023
Zick Business Advisors, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $198,494
- Avg per participant Above avg balance/head
Official DOL plan name: Zick Business Advisors, Inc. Safe Harbor 401(k) · Sponsored by Zick Business Advisors, Inc. · Colorado · Professional & Technical Services
$2M in assets, 8 participants
Zick Business Advisors, Inc.'s Zick Business Advisors, Inc. Safe Harbor 401(k) reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #4,772 in Professional & Technical Services (20,321 peers)
2023 asset change
Zick Business Advisors, Inc. Safe Harbor 401(k) grew sharply 24.8% in 2023 ($1M → $2M) for 8 participants.
- #4,772
- in Professional & Technical Services (20,321 peers)
- +24.8%
- assets growth YoY
Zick Business Advisors, Inc. Safe Harbor 401(k) among the smaller filed plans by assets
Zick Business Advisors, Inc. Safe Harbor 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,587,953 28th percentile higher than 28% 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
Zick Business Advisors, Inc. Safe Harbor 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. Zick Business Advisors, Inc. Safe Harbor 401(k) is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Zick Business Advisors, Inc. Safe Harbor 401(k) end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Zick Business Advisors, Inc. Safe Harbor 401(k) reported net income rose from $268K in the plan year 2022 filing to $316K in the plan year 2023 filing.
- Zick Business Advisors, Inc. Safe Harbor 401(k) reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 840625486 · Zick Business Advisors, Inc. PY 2023 · 401(k)
Zick Business Advisors, Inc. Safe Harbor 401(k) · $2M · 8 · 28th
- RANK $2M
- RANK 8
- RANK 28th
- RANK 401(k)
- RANK near Marquis Contract Corp 401(k) Profit Sharing Plan & Trust
- RANK ind #4772
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 Professional & Technical Services retirement plans → · Plans in Colorado →
Zick Business Advisors, Inc. Safe Harbor 401(k) in the asset neighbourhood
Zick Business Advisors, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Zick Business Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 1.7669511472339354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13 | $2M |
| 2023 | 2 | 15 | $2M |
| 2024 | 1 | 10 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $316K |
| Employer EIN | 840625486 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Zick Business Advisors, Inc. Safe Harbor 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Marquis Contract Corp 401(k) Profit Sharing Plan & Trust in NC ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.