401(k) · DOL Form 5500 · 2024
Zamler, Shiffman, & Karfis, P.C. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $179,909
- Avg per participant Above avg balance/head
Official DOL plan name: Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust · Sponsored by Zamler, Shiffman, & Karfis, P.C. · Michigan · Professional & Technical Services
$3M in assets, 15 participants
Zamler, Shiffman, & Karfis, P.C.'s Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust reported $3M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,878 in Professional & Technical Services (20,173 peers)
Zamler, Shiffman, & Karfis, P.C. multi-year trail
Zamler, Shiffman, & Karfis, P.C.'s plans moved -11.0% in assets from 2022 to 2024; this filing shows Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust at $3M / 15 participants.
- #5,878
- in Professional & Technical Services (20,173 peers)
- -17.0%
- assets change YoY
The plan reported a net loss of $551K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust among the smaller filed plans by assets
Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,698,628 33rd percentile higher than 33% 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
Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust reported net income fell from $218K in the plan year 2023 filing to -$551K in the plan year 2024 filing.
- Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust reported participants fell from 19 in the plan year 2023 filing to 15 in the plan year 2024 filing.
- Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 381903224 · Zamler, Shiffman, & Karfis, P.C. PY 2024 · 401(k)
Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust · $3M · 15 · 33rd
- IND $3M
- EOY 15
- 5500 33rd
- ASSETS 401(k)
- PCT near Geil Enterprises, Inc. 401(k) Profit Sharing Plan
- EIN ind #5878
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 Michigan →
Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust in the asset neighbourhood
Zamler, Shiffman, & Karfis, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Zamler, Shiffman, & Karfis, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 10.985694725595948% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $3M |
| 2023 | 1 | 19 | $3M |
| 2024 | 1 | 15 | $3M |
Zamler, Shiffman, & Karfis, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$551K |
| Employer EIN | 381903224 |
| Plan Effective Date | 1990-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Zamler, Shiffman & Karfis, P.C. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Geil Enterprises, Inc. 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.