401(k) · DOL Form 5500 · 2024
Chan Zuckerberg Initiative, LLC 401(k) Plan
Data updated 2026-08-25
- $167M
- Total assets Near avg plan size
- 520
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $321,861
- Avg per participant High balance/head
Official DOL plan name: Chan Zuckerberg Initiative, LLC Retirement Plan · Sponsored by Chan Zuckerberg Initiative, LLC · California · Professional & Technical Services
$167M in assets, 520 participants
Chan Zuckerberg Initiative, LLC's Chan Zuckerberg Initiative, LLC Retirement Plan reported $167M in total assets and 520 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,076 in Professional & Technical Services (20,173 peers)
Where Chan Zuckerberg Initiative, LLC Retirement Plan sits by assets
Chan Zuckerberg Initiative, LLC Retirement Plan sits in the top 10% of all filed plans by assets, $167M for 520 participants (~$321,861/participant), up 29.5% in 2024.
- #19,076
- in Professional & Technical Services (20,173 peers)
- +29.5%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Chan Zuckerberg Initiative, LLC Retirement Plan's outsized position by total assets
Chan Zuckerberg Initiative, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$167,367,468 Top 7% higher than 93% 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
Chan Zuckerberg Initiative, LLC Retirement 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. Chan Zuckerberg Initiative, LLC Retirement Plan sits mid-pack in the medium band (520 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chan Zuckerberg Initiative, LLC Retirement Plan end-of-year assets rose from $129M in the plan year 2023 filing to $167M in the plan year 2024 filing.
- Chan Zuckerberg Initiative, LLC Retirement Plan reported participants fell from 594 in the plan year 2023 filing to 520 in the plan year 2024 filing.
- Chan Zuckerberg Initiative, LLC Retirement Plan reported net income fell from $41M in the plan year 2023 filing to $38M in the plan year 2024 filing.
DOL schedule card
Filing strip 810903867 · Chan Zuckerberg Initiative, LLC PY 2024 · 401(k)
Chan Zuckerberg Initiative, LLC Retirement Plan · $167M · 520 · 93rd
- 5500 $167M
- 5500 520
- 5500 93rd
- 5500 401(k)
- 5500 near Carter-Jones Companies 401(k) Retirement Plan
- 5500 ind #19076
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 California →
Chan Zuckerberg Initiative, LLC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $129M |
|---|---|
| Net Assets (End of Year) | $167M |
| Net Income | $38M |
| Employer EIN | 810903867 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chan Zuckerberg Initiative, LLC)
Sponsor-wide plan assets over time
All Chan Zuckerberg Initiative, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 90.19174178986692% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 419 | $88M |
| 2023 | 1 | 594 | $129M |
| 2024 | 1 | 520 | $167M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Chan Zuckerberg Initiative, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Carter-Jones Companies 401(k) Retirement Plan in OH ($167M); by covered participants it is Spooner Retirement Savings Plan in AZ (520 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($167M here).
- Carter-Jones Companies 401(k) Retirement Plan (OH) $167M · 3,902
- Tower Research Capital Group 401(k) Plan (NY) $167M · 497
- Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan (NC) $167M · 1,395
- Saloncentric Inc. 401(k) Plan (NJ) $167M · 3,774
Similar participant headcount
Nearest other-state filings by covered participants (520 participants); asset peers above are excluded.
- Spooner Retirement Savings Plan (AZ) 520 · 0 off
- Nord Gear Corporation 401(k) Profit Sharing Plan (WI) 520 · 0 off
- The Learning Experience 401(k) Plan (FL) 520 · 0 off
- Hotelengine, Inc. 401(k) Plan (CO) 520 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.