401(k) · DOL Form 5500 · 2024

Alan J. Zuccari, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
62
Participants Small participant base
61st
Percentile by assets National rank
$208,990
Avg per participant Above avg balance/head
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Official DOL plan name: Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan · Sponsored by Alan J. Zuccari, Inc. · Virginia · Finance & Insurance

$13M in assets, 62 participants

Alan J. Zuccari, Inc.'s Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,872 in Finance & Insurance (8,549 peers)

Alan J. Zuccari, Inc. multi-year trail

Alan J. Zuccari, Inc.'s plans moved +19.1% in assets from 2022 to 2024; this filing shows Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan at $13M / 62 participants.

#3,872
in Finance & Insurance (8,549 peers)
+9.3%
assets growth YoY

Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,957,407 Top 39% higher than 61% 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

Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan reported net income rose from $972K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan reported participants fell from 66 in the plan year 2023 filing to 62 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 541206590 · Alan J. Zuccari, Inc. PY 2024 · 401(k)

Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan · $13M · 62 · 61st

  • IND $13M
  • IND 62
  • IND 61st
  • IND 401(k)
  • IND near Velocity 401(k) Plan
  • IND ind #3872

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 Finance & Insurance retirement plans → · Plans in Virginia →

Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Alan J. Zuccari, Inc. 401(k) Profit Sharing PlanAlan J. Zuccari, Inc. 401(k)…$13MVelocity 401(k) Plan$13MSouthpoint Bank 401(k) Employee Stock Ownership PlanSouthpoint Bank 401(k) Emplo…$13MThe Dynamic Group, Inc. 401(k) Retirement Savings PlanThe Dynamic Group, Inc. 401(…$13MFirst Baird Bancshares, Inc. 401(k) Profit Sharing PlanFirst Baird Bancshares, Inc.…$13M
End-of-year total assets ($M) among Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alan J. Zuccari, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alan J. Zuccari, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 19.061816475057622% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.9M $13M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 58 $11M
2023 1 66 $12M
2024 1 62 $13M

Alan J. Zuccari, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN541206590
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012957407 · Participants: 62Alan J. Zuccari, Inc. 401(k) Profit Sharing 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
Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Velocity 401(k) Plan in OH ($13M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 9.3% during 2024, from $12M to $13M. Reported net income was $1M.
How have Alan J. Zuccari, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alan J. Zuccari, Inc.'s sponsor-wide assets grew 19.1%, from $11M to $13M.
Which 401(k) plans are similar in size to Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Velocity 401(k) Plan in OH ($13M, 461 participants).
Which 401(k) plans cover a similar participant headcount to Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants, $2M 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 541206590.

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.