Profit Sharing · DOL Form 5500 · 2024
Zelner & Badner Inc Profit Sharing Plan
Data updated 2026-08-25
- $611K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 19th
- Percentile by assets National rank
Official DOL plan name: The Zelner & Badner Inc Retirement Trust · Sponsored by Zelner & Badner Inc · New Jersey · Professional & Technical Services
$611K in assets, N/A participants
Zelner & Badner Inc's The Zelner & Badner Inc Retirement Trust reported $611K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,944 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
The Zelner & Badner Inc Retirement Trust holds $611K for N/A participants, among the smaller plans by assets on file.
- #2,944
- in Professional & Technical Services (20,173 peers)
- -3.0%
- assets change YoY
The Zelner & Badner Inc Retirement Trust among the smaller filed plans by assets
The Zelner & Badner Inc Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$610,950 19th percentile higher than 19% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Zelner & Badner Inc Retirement Trust reported participants fell from 2 in the plan year 2023 filing to N/A in the plan year 2024 filing.
- The Zelner & Badner Inc Retirement Trust reported net income rose from $41K in the plan year 2023 filing to $47K in the plan year 2024 filing.
- The Zelner & Badner Inc Retirement Trust end-of-year assets fell from $630K in the plan year 2023 filing to $611K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 222062773 · Zelner & Badner Inc PY 2024 · Profit Sharing
The Zelner & Badner Inc Retirement Trust · $611K · N/A · 19th
- NET $611K
- NET N/A
- NET 19th
- NET Profit Sharing
- NET near Profit Sharing
- NET ind #2944
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 New Jersey →
The Zelner & Badner Inc Retirement Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $630K |
|---|---|
| Net Assets (End of Year) | $608K |
| Net Income | $47K |
| Employer EIN | 222062773 |
| Plan Effective Date | 1976-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zelner & Badner Inc)
Sponsor-wide plan assets over time
All Zelner & Badner Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $611K 3.7377512365499195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $589K |
| 2023 | 1 | 2 | $630K |
| 2024 | 1 | N/A | $611K |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
The Zelner & Badner Inc Retirement Trust's closest out-of-state Profit Sharing peers by assets
Outside New Jersey, the nearest Profit Sharing by end-of-year assets is Profit Sharing in GA at $611K (this filing: $611K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($611K here).
- Profit Sharing (GA) $611K · 10
- Rh Business Venture, Inc. Profit Sharing Plan (MN) $611K · 3
- Rsmart, Inc. Retirement Plan (FL) $611K · 4
- Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan (IA) $611K · 3
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.