401(k) · DOL Form 5500 · 2024
Zivkovic & Associates Real Estate Services, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $894,054
- Avg per participant High balance/head
Official DOL plan name: Zivko Psp · Sponsored by Zivkovic & Associates Real Estate Services, LLC · Florida · Real Estate
$6M in assets, 7 participants
Zivkovic & Associates Real Estate Services, LLC's Zivko Psp reported $6M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #3,024 in Real Estate (4,605 peers)
Real Estate sector rank
Within Real Estate, Zivko Psp ranks #3,024 of 4,605 2024 filers by assets (415% of the sector average)-$6M for 7 participants.
- #3,024
- in Real Estate (4,605 peers)
- +11.0%
- assets growth YoY
Zivko Psp's mid-pack asset rank among Real Estate and all filers
Zivko Psp vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,258,381 46th percentile higher than 46% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Zivko Psp among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zivko Psp is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zivko Psp reported participants fell from 10 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Zivko Psp end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Zivko Psp reported net income fell from $680K in the plan year 2023 filing to $619K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 201674551 · Zivkovic & Associates Real Estate Services, LLC PY 2024 · 401(k)
Zivko Psp · $6M · 7 · 46th
- BOOK $6M
- BOOK 7
- BOOK 46th
- BOOK 401(k)
- BOOK near Section 403(b) Retirement Plan for Community Action Resource and Development, Inc.
- BOOK ind #3024
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 Real Estate retirement plans → · Plans in Florida →
Zivko Psp in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $619K |
| Employer EIN | 201674551 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zivkovic & Associates Real Estate Services, LLC)
Sponsor-wide plan assets over time
All Zivkovic & Associates Real Estate Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 26.18385428890109% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $5M |
| 2023 | 1 | 10 | $6M |
| 2024 | 1 | 7 | $6M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Zivko Psp's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. in OK ($6M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Nexvisionix, Inc. 401(k) Plan (CA) 7 · 0 off
- Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
- Cz14, Inc. 401(k) Plan (DE) 7 · 0 off
- Jersey Auto Supply Inc. 401(k) Plan (NJ) 7 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.