401(k) · DOL Form 5500 · 2024
Zumba Fitness, LLC 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 161
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $147,212
- Avg per participant Above avg balance/head
Official DOL plan name: Zumba Fitness LLC. 401(k) Plan · Sponsored by Zumba Fitness, LLC · Florida · Retail Trade
$24M in assets, 161 participants
Zumba Fitness, LLC's Zumba Fitness LLC. 401(k) Plan reported $24M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,703 in Retail Trade (8,048 peers)
Coverage in Florida
Zumba Fitness LLC. 401(k) Plan covers 161 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $24M.
- #6,703
- in Retail Trade (8,048 peers)
- +19.8%
- assets growth YoY
Zumba Fitness LLC. 401(k) Plan's outsized position by total assets
Zumba Fitness LLC. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,701,067 Top 27% higher than 73% 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
Zumba Fitness LLC. 401(k) 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. Zumba Fitness LLC. 401(k) Plan sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zumba Fitness LLC. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Zumba Fitness LLC. 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Zumba Fitness LLC. 401(k) Plan reported participants fell from 171 in the plan year 2023 filing to 161 in the plan year 2024 filing.
DOL schedule card
Filing strip 204276132 · Zumba Fitness, LLC PY 2024 · 401(k)
Zumba Fitness LLC. 401(k) Plan · $24M · 161 · 73rd
- EIN $24M
- EIN 161
- EIN 73rd
- EIN 401(k)
- EIN near Batesville Tool & Die, Inc. Employees' Retirement Savings Plan
- EIN ind #6703
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 Retail Trade retirement plans → · Plans in Florida →
Zumba Fitness LLC. 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 204276132 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zumba Fitness, LLC)
Sponsor-wide plan assets over time
All Zumba Fitness, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 42.51229323644858% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 208 | $17M |
| 2023 | 1 | 171 | $20M |
| 2024 | 1 | 161 | $24M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Zumba Fitness LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Batesville Tool & Die, Inc. Employees' Retirement Savings Plan in IN ($24M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Shallenberger Construction, Inc. 401(k) Davis Bacon Plan (PA) 161 · 0 off
- Akebia Therapeutics 401(k) Plan (MA) 161 · 0 off
- Kretek International, Inc. 401(k) Profit Sharing Plan (CA) 161 · 0 off
- Pve, LLC 401(k) Plan (PA) 161 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.