401(k) · DOL Form 5500 · 2024

Zeta Associates 401(k) Plan

Data updated 2026-08-25

$590M
Total assets Above avg plan size
515
Participants Below avg headcount
97th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Zeta Associates Incorporated Savings Plan · Sponsored by Zeta Associates · Virginia · Professional & Technical Services

$590M in assets, 515 participants

Zeta Associates's Zeta Associates Incorporated Savings Plan reported $590M in total assets and 515 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,822 in Professional & Technical Services (20,173 peers)

Where Zeta Associates Incorporated Savings Plan sits by assets

Zeta Associates Incorporated Savings Plan sits in the top 5% of all filed plans by assets, $590M for 515 participants (~$1.1M/participant), up 15.5% in 2024.

#19,822
in Professional & Technical Services (20,173 peers)
+15.5%
assets growth YoY
5.9×
vs typical plan assets (national mean)

Zeta Associates Incorporated Savings Plan's outsized position by total assets

Zeta Associates Incorporated Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$589,923,382 Top 3% higher than 97% of 123,620 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 2024

Zeta Associates Incorporated Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zeta Associates Incorporated Savings Plan sits mid-pack in the medium band (515 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zeta Associates Incorporated Savings Plan reported net income fell from $101M in the plan year 2023 filing to $79M in the plan year 2024 filing.
  • Zeta Associates Incorporated Savings Plan end-of-year assets rose from $511M in the plan year 2023 filing to $590M in the plan year 2024 filing.
  • Zeta Associates Incorporated Savings Plan reported participants rose from 488 in the plan year 2023 filing to 515 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 541279046 · Zeta Associates PY 2024 · 401(k)

Zeta Associates Incorporated Savings Plan · $590M · 515 · 97th

  • PART $590M
  • PART 515
  • PART 97th
  • PART 401(k)
  • PART near The Wonderful Company LLC 401(k) Plan
  • PART ind #19822

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 Virginia →

Zeta Associates Incorporated Savings Plan in the asset neighbourhood

Sanmina Corporation 401(k) PlanSanmina Corporation 401(k) P…$590MThe Wonderful Company LLC 401(k) PlanThe Wonderful Company LLC 40…$590MZeta Associates Incorporated Savings PlanZeta Associates Incorporated…$590MRetirement Savings Plan for Daikin Group Affiliated CompaniesRetirement Savings Plan for …$590MS & B Engineers and Constructors, Ltd. Retirement Savings PlanS & B Engineers and Construc…$590M
End-of-year total assets ($M) among Zeta Associates Incorporated Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$511M
Net Assets (End of Year)$590M
Net Income$79M
Employer EIN541279046
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zeta Associates)

Sponsor-wide plan assets over time

All Zeta Associates plans reported in each filing year

Latest sponsor-wide plan assets
$590M 43.87675192787633% vs 2022
2024 filing year
$300M$400M$500M$600M$700M 202220232024 $410M $590M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 475 $410M
2023 1 488 $511M
2024 1 515 $590M

Nearby 401(k) Plans in Virginia

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

Zeta Associates Incorporated Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Zeta Associates Incorporated Savings Plan, Total assets ($B): 0.589923382 · Participants: 515Zeta Associates Incorporated Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Zeta Associates Incorporated Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Zeta Associates Incorporated Savings Plan side-by-side with 3 peers →

Zeta Associates Incorporated Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is The Wonderful Company LLC 401(k) Plan in CA ($590M); by covered participants it is Continuums Foundation Employee 401(k) Savings Trust in MN (515 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (515 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zeta Associates Incorporated Savings Plan assets move in 2024? ▼
Zeta Associates Incorporated Savings Plan grew sharply - up 15.5% during 2024, from $511M to $590M. Reported net income was $79M.
How have Zeta Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zeta Associates's sponsor-wide assets grew 43.9%, from $410M to $590M.
Where does Zeta Associates Incorporated Savings Plan rank by assets among Form 5500 filers? ▼
Zeta Associates Incorporated Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Zeta Associates Incorporated Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Wonderful Company LLC 401(k) Plan in CA ($590M, 5,404 participants).
Which 401(k) plans cover a similar participant headcount to Zeta Associates Incorporated Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Continuums Foundation Employee 401(k) Savings Trust in MN (515 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541279046.

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.