401(k)
2023 plan-year 401(k) DOL Form 5500

Egon Zehnder International, Inc. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Egon Zehnder International Inc. · New York · Professional & Technical Services

What the 2023 filing shows

Egon Zehnder International, Inc. 401(k) Profit Sharing Plan holds $159M for 463 participants — about $343,131 per participant, up 24.1% over the 2023 plan year.

$159M
total plan assets (2023 EOY)
463
covered participants
$343,131
avg assets per participant
+24.1%
assets growth YoY
Total Assets (2023)
$159M
Participants
463
State
Industry
Professional & Technical Services

What the Filing Says About Egon Zehnder International, Inc. 401(k) Profit Sharing Plan

Egon Zehnder International, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Egon Zehnder International Inc., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $159M in total end-of-year assets and covers 463 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 132885188, and the plan has been effective since 1980-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $128M at the beginning of 2023 to $159M at year-end — a gain of 24.1%. Net assets (after liabilities) closed the year at $159M, with reported net income of $31M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$128M
Total Assets (End of Year)$159M
Net Assets (End of Year)$159M
Net Income$31M
Plan Type401(k)
Employer EIN132885188
Plan Effective Date1980-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Egon Zehnder International Inc.)

Year Plans Participants Total Assets
2022 1 466 $128M
2023 1 463 $159M

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Frequently Asked Questions

How much money is in the Egon Zehnder International, Inc. 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Egon Zehnder International, Inc. 401(k) Profit Sharing Plan holds $159M in total assets with 463 participants. It is sponsored by Egon Zehnder International Inc..
What type of plan is Egon Zehnder International, Inc. 401(k) Profit Sharing Plan?
Egon Zehnder International, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1980-11-01. The plan is filed with the U.S. Department of Labor under EIN 132885188.
Who sponsors the Egon Zehnder International, Inc. 401(k) Profit Sharing Plan?
Egon Zehnder International, Inc. 401(k) Profit Sharing Plan is sponsored by Egon Zehnder International Inc., located in New York. The sponsor's EIN is 132885188 and the plan operates in the Professional & Technical Services industry.
How did Egon Zehnder International, Inc. 401(k) Profit Sharing Plan perform in 2023?
Egon Zehnder International, Inc. 401(k) Profit Sharing Plan grew by 24.1% during 2023, moving from $128M to $159M in total assets. Net income was $31M.
Where can I find official filings for Egon Zehnder International, Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Egon Zehnder International, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 132885188 or plan name at efast.dol.gov.
How does Egon Zehnder International, Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Egon Zehnder International, Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 132885188.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.