401(k) · DOL Form 5500 · 2024

Zook Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$36K
Total assets Small plan by assets
3
Participants Small participant base
3rd
Percentile by assets National rank
$12,121
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zook Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Zook Enterprises, Inc. · Oklahoma · Manufacturing

$36K in assets, 3 participants

Zook Enterprises, Inc.'s Zook Enterprises, Inc. 401(k) Profit Sharing Plan reported $36K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.

  • #191 in Manufacturing (17,777 peers)

Zook Enterprises, Inc. multi-year trail

Zook Enterprises, Inc.'s plans moved -53.7% in assets from 2022 to 2024; this filing shows Zook Enterprises, Inc. 401(k) Profit Sharing Plan at $36K / 3 participants.

#191
in Manufacturing (17,777 peers)
-14.8%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zook Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Zook Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$36,362 3rd percentile higher than 3% 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

Zook Enterprises, Inc. 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. Zook Enterprises, Inc. 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

  • Zook Enterprises, Inc. 401(k) Profit Sharing Plan reported net income rose from -$36K in the plan year 2023 filing to -$6K in the plan year 2024 filing.
  • Zook Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $43K in the plan year 2023 filing to $36K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823017632 · Zook Enterprises, Inc. PY 2024 · 401(k)

Zook Enterprises, Inc. 401(k) Profit Sharing Plan · $36K · 3 · 3rd

  • EBSA $36K
  • EBSA 3
  • EBSA 3rd
  • EBSA 401(k)
  • EBSA near Smith Property Management Services, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #191

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 Manufacturing retirement plans → · Plans in Oklahoma →

Zook Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Zook Enterprises, Inc. 401(k) Profit Sharing PlanZook Enterprises, Inc. 401(k…$36KSmith Property Management Services, Inc. 401(k) Profit Sharing PlanSmith Property Management Se…$36KJaks Inc. 401(k) Plan$36KMt. Pleasant Sc-Bakery Corporation 401(k) Profit Sharing PlanMt. Pleasant Sc-Bakery Corpo…$36KDcna & More Co. 401(k) Plan$36K
End-of-year total assets ($M) among Zook Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Zook Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Zook Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36K 53.73673630372274% vs 2022
2024 filing year
$0.02M$0.04M$0.06M$0.08M$0.1M 202220232024 $0.08M $0.04M ▼ -50.0%
Year Plans Participants Total Assets
2022 1 3 $79K
2023 1 3 $43K
2024 1 3 $36K

Zook Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$43K
Net Assets (End of Year)$36K
Net Income-$6K
Employer EIN823017632
Plan Effective Date2017-10-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Zook Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Zook Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000036362 · Participants: 3Zook Enterprises, Inc. 401(k) Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Zook Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Zook Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Zook Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Smith Property Management Services, Inc. 401(k) Profit Sharing Plan in FL ($36K); 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.

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 Zook Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Zook Enterprises, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 14.8% during 2024, from $43K to $36K. Reported net income was -$6K.
How have Zook Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zook Enterprises, Inc.'s sponsor-wide assets declined 53.7%, from $79K to $36K.
Where does Zook Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Zook Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 3rd 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 Zook Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith Property Management Services, Inc. 401(k) Profit Sharing Plan in FL ($36K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Zook Enterprises, Inc. 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 823017632.

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.