401(k) · DOL Form 5500 · 2024

Jeffrey Zohner, LLC 401(k) Plan

Data updated 2026-08-25

$450K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$150,037
Avg per participant Above avg balance/head
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Official DOL plan name: Jeffrey Zohner LLC 401(k) Profit Sharing Plan · Sponsored by Jeffrey Zohner, LLC · Missouri · Healthcare & Social Assistance

$450K in assets, 3 participants

Jeffrey Zohner, LLC's Jeffrey Zohner LLC 401(k) Profit Sharing Plan reported $450K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,071 in Healthcare & Social Assistance (16,916 peers)

Jeffrey Zohner, LLC multi-year trail

Jeffrey Zohner, LLC's plans moved +62.2% in assets from 2022 to 2024; this filing shows Jeffrey Zohner LLC 401(k) Profit Sharing Plan at $450K / 3 participants.

#2,071
in Healthcare & Social Assistance (16,916 peers)
+26.6%
assets growth YoY

Jeffrey Zohner LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jeffrey Zohner LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$450,112 17th percentile higher than 17% 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

Jeffrey Zohner LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffrey Zohner LLC 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jeffrey Zohner LLC 401(k) Profit Sharing Plan end-of-year assets rose from $355K in the plan year 2023 filing to $450K in the plan year 2024 filing.
  • Jeffrey Zohner LLC 401(k) Profit Sharing Plan reported net income rose from $78K in the plan year 2023 filing to $95K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 261554846 · Jeffrey Zohner, LLC PY 2024 · 401(k)

Jeffrey Zohner LLC 401(k) Profit Sharing Plan · $450K · 3 · 17th

  • ASSETS $450K
  • PCT 3
  • EIN 17th
  • RANK 401(k)
  • PHOTO near Cora Networks, Inc. 401(k) Profit Sharing Plan
  • IND ind #2071

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Jeffrey Zohner LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Jeffrey Zohner LLC 401(k) Profit Sharing PlanJeffrey Zohner LLC 401(k) Pr…$450KCora Networks, Inc. 401(k) Profit Sharing PlanCora Networks, Inc. 401(k) P…$450KBpc Holdings Corp. 401(k) PlanBpc Holdings Corp. 401(k) Pl…$450KJmca Enterprises Inc. 401(k) PlanJmca Enterprises Inc. 401(k)…$450KVame2002, Inc. Retirement PlanVame2002, Inc. Retirement Pl…$450K
End-of-year total assets ($M) among Jeffrey Zohner LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jeffrey Zohner, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey Zohner, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$450K 62.21070612571445% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.28M $0.45M ▲ +60.7%
Year Plans Participants Total Assets
2022 1 3 $277K
2023 1 3 $355K
2024 1 3 $450K

Jeffrey Zohner, LLC filing trail (2024)

Total Assets (Beginning of Year)$355K
Net Assets (End of Year)$450K
Net Income$95K
Employer EIN261554846
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Jeffrey Zohner LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Jeffrey Zohner LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.000450112 · Participants: 3Jeffrey Zohner LLC 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Jeffrey Zohner LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Jeffrey Zohner LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jeffrey Zohner LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Cora Networks, Inc. 401(k) Profit Sharing Plan in CO ($450K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($450K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jeffrey Zohner LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Jeffrey Zohner LLC 401(k) Profit Sharing Plan grew sharply - up 26.6% during 2024, from $355K to $450K. Reported net income was $95K.
How have Jeffrey Zohner, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey Zohner, LLC's sponsor-wide assets grew 62.2%, from $277K to $450K.
Where does Jeffrey Zohner LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jeffrey Zohner LLC 401(k) Profit Sharing Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jeffrey Zohner LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cora Networks, Inc. 401(k) Profit Sharing Plan in CO ($450K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Jeffrey Zohner LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 261554846.

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.