401(k) · DOL Form 5500 · 2024

Zimmerman Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
704
Participants Below avg headcount
80th
Percentile by assets National rank
$49,847
Avg per participant Low balance/head
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Official DOL plan name: Zimmerman Associates, Inc. 401(k) Savings Plan · Sponsored by Zimmerman Associates, Inc. · Virginia · Professional & Technical Services

$35M in assets, 704 participants

Zimmerman Associates, Inc.'s Zimmerman Associates, Inc. 401(k) Savings Plan reported $35M in total assets and 704 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,140 in Professional & Technical Services (20,173 peers)

Where Zimmerman Associates, Inc. 401(k) Savings Plan sits by assets

Zimmerman Associates, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $35M for 704 participants (~$49,847/participant), up 5.0% in 2024.

#16,140
in Professional & Technical Services (20,173 peers)
+5.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Zimmerman Associates, Inc. 401(k) Savings Plan's outsized position by total assets

Zimmerman Associates, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$35,092,280 Top 20% higher than 80% 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

Zimmerman Associates, Inc. 401(k) Savings 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. Zimmerman Associates, Inc. 401(k) Savings Plan sits mid-pack in the medium band (704 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zimmerman Associates, Inc. 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Zimmerman Associates, Inc. 401(k) Savings Plan end-of-year assets rose from $33M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 620995602 · Zimmerman Associates, Inc. PY 2024 · 401(k)

Zimmerman Associates, Inc. 401(k) Savings Plan · $35M · 704 · 80th

  • IND $35M
  • EOY 704
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Corel Inc. 401(k) Retirement Plan
  • EIN ind #16140

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 Virginia →

Zimmerman Associates, Inc. 401(k) Savings Plan in the asset neighbourhood

Zimmerman Associates, Inc. 401(k) Savings PlanZimmerman Associates, Inc. 4…$35MCorel Inc. 401(k) Retirement PlanCorel Inc. 401(k) Retirement…$35MJones Sign Co., Inc. 401(k) Plan and TrustJones Sign Co., Inc. 401(k) …$35MRees-Jones Holdings LLC 401(k) Profit Sharing PlanRees-Jones Holdings LLC 401(…$35MRouse's Enterprises, L.L.C. Profit Sharing & 401(k) PlanRouse's Enterprises, L.L.C. …$35M
End-of-year total assets ($M) among Zimmerman Associates, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN620995602
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zimmerman Associates, Inc.)

Sponsor-wide plan assets over time

All Zimmerman Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 5.068417999323082% vs 2022
2024 filing year
$55M$56M$57M$58M$59M$60M 202220232024 $55.9M $58.7M ▲ +5.1%
Year Plans Participants Total Assets
2022 2 1,159 $56M
2023 2 1,211 $57M
2024 2 1,294 $59M

Nearby 401(k) Plans in Virginia

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

Zimmerman Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Zimmerman Associates, Inc. 401(k) Savings Plan, Total assets ($B): 0.03509228 · Participants: 704Zimmerman Associates, Inc. 401(k) Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Zimmerman Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Zimmerman Associates, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Zimmerman Associates, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Corel Inc. 401(k) Retirement Plan in TX ($35M); by covered participants it is Suburban Home Health Care Services Group Retirement Plan in MA (704 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (704 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 Zimmerman Associates, Inc. 401(k) Savings Plan assets move in 2024? ▼
Zimmerman Associates, Inc. 401(k) Savings Plan edged up modestly - up 5.0% during 2024, from $33M to $35M. Reported net income was $2M.
How have Zimmerman Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimmerman Associates, Inc.'s sponsor-wide assets grew 5.1%, from $56M to $59M.
Where does Zimmerman Associates, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Zimmerman Associates, Inc. 401(k) Savings Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Zimmerman Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Corel Inc. 401(k) Retirement Plan in TX ($35M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Zimmerman Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Suburban Home Health Care Services Group Retirement Plan in MA (704 participants, $14M 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 620995602.

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.