401(k) · DOL Form 5500 · 2024

Paul B. Zimmerman, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
384
Participants Below avg headcount
72nd
Percentile by assets National rank
$57,782
Avg per participant Low balance/head
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Official DOL plan name: Paul B. Zimmerman, Inc. 401(k) Plan · Sponsored by Paul B. Zimmerman, Inc. · Pennsylvania · Retail Trade

$22M in assets, 384 participants

Paul B. Zimmerman, Inc.'s Paul B. Zimmerman, Inc. 401(k) Plan reported $22M in total assets and 384 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,623 in Retail Trade (8,048 peers)

Coverage in Pennsylvania

Paul B. Zimmerman, Inc. 401(k) Plan covers 384 participants in Pennsylvania, about 47% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.

#6,623
in Retail Trade (8,048 peers)
+21.3%
assets growth YoY

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

Paul B. Zimmerman, Inc. 401(k) Plan vs every filed plan by assets

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

$22,188,286 Top 28% higher than 72% 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

Paul B. Zimmerman, Inc. 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. Paul B. Zimmerman, Inc. 401(k) Plan sits mid-pack in the medium band (384 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Paul B. Zimmerman, Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Paul B. Zimmerman, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Paul B. Zimmerman, Inc. 401(k) Plan reported participants rose from 365 in the plan year 2023 filing to 384 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232049723 · Paul B. Zimmerman, Inc. PY 2024 · 401(k)

Paul B. Zimmerman, Inc. 401(k) Plan · $22M · 384 · 72nd

  • EIN $22M
  • RANK 384
  • PHOTO 72nd
  • IND 401(k)
  • EOY near Software Solutions Integrated, LLC 401(k) Plan
  • 5500 ind #6623

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 Pennsylvania →

Paul B. Zimmerman, Inc. 401(k) Plan in the asset neighbourhood

Paul B. Zimmerman, Inc. 401(k) PlanPaul B. Zimmerman, Inc. 401(…$22MSoftware Solutions Integrated, LLC 401(k) PlanSoftware Solutions Integrate…$22MAracor, Inc. 401(k) Plan$22MAir Compressor Engineering Co., Inc. Profit Sharing Plan and Employee 401(k)Air Compressor Engineering C…$22MBurdette Beckmann, Inc. 401(k) Profit Sharing PlanBurdette Beckmann, Inc. 401(…$22M
End-of-year total assets ($M) among Paul B. Zimmerman, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN232049723
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paul B. Zimmerman, Inc.)

Sponsor-wide plan assets over time

All Paul B. Zimmerman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 59.22785960773243% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $22.2M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 330 $14M
2023 1 365 $18M
2024 1 384 $22M

Nearby 401(k) Plans in Pennsylvania

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

Paul B. Zimmerman, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Paul B. Zimmerman, Inc. 401(k) Plan, Total assets ($B): 0.022188286 · Participants: 384Paul B. Zimmerman, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Paul B. Zimmerman, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Paul B. Zimmerman, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Software Solutions Integrated, LLC 401(k) Plan in IL ($22M); by covered participants it is Rrr, LLC 401(k) Plan in MD (384 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (384 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 Paul B. Zimmerman, Inc. 401(k) Plan assets move in 2024? ▼
Paul B. Zimmerman, Inc. 401(k) Plan grew sharply - up 21.3% during 2024, from $18M to $22M. Reported net income was $4M.
How have Paul B. Zimmerman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul B. Zimmerman, Inc.'s sponsor-wide assets grew 59.2%, from $14M to $22M.
Which 401(k) plans are similar in size to Paul B. Zimmerman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Software Solutions Integrated, LLC 401(k) Plan in IL ($22M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Paul B. Zimmerman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rrr, LLC 401(k) Plan in MD (384 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 232049723.

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.