401(k) · DOL Form 5500 · 2024

Zurn LLC 401(k) Plan

Data updated 2026-08-25

$367M
Total assets Above avg plan size
1,776
Participants Near avg headcount
96th
Percentile by assets National rank
$206,866
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zurn Elkay 401(k) Plan · Sponsored by Zurn LLC · Wisconsin · Manufacturing

$367M in assets, 1,776 participants

Zurn LLC's Zurn Elkay 401(k) Plan reported $367M in total assets and 1,776 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,767 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Zurn Elkay 401(k) Plan covers 1,776 participants in Wisconsin, 3.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $367M.

#16,767
in Manufacturing (17,777 peers)
+8.3%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Zurn Elkay 401(k) Plan's outsized position by total assets

Zurn Elkay 401(k) Plan vs every filed plan by assets

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

$367,394,870 Top 4% higher than 96% 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

Zurn Elkay 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zurn Elkay 401(k) Plan lands in the large band (1,776 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zurn Elkay 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Zurn Elkay 401(k) Plan end-of-year assets rose from $339M in the plan year 2023 filing to $367M in the plan year 2024 filing.
  • Zurn Elkay 401(k) Plan reported participants fell from 1,927 in the plan year 2023 filing to 1,776 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043722228 · Zurn LLC PY 2024 · 401(k)

Zurn Elkay 401(k) Plan · $367M · 1,776 · 96th

  • SCH $367M
  • SCH 1,776
  • SCH 96th
  • SCH 401(k)
  • SCH near Imperial Bag & Paper Co., LLC Employee Benefit Plan
  • SCH ind #16767

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 Manufacturing retirement plans → · Plans in Wisconsin →

Zurn Elkay 401(k) Plan in the asset neighbourhood

Johnson & Wales University 401(k) Retirement Savings PlanJohnson & Wales University 4…$368MCabinetworks Group 401(k) PlanCabinetworks Group 401(k) Pl…$368MImperial Bag & Paper Co., LLC Employee Benefit PlanImperial Bag & Paper Co., LL…$368MZurn Elkay 401(k) Plan$367MCenterwell Home Health 401(k) Savings PlanCenterwell Home Health 401(k…$367M
End-of-year total assets ($M) among Zurn Elkay 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$339M
Net Assets (End of Year)$367M
Net Income$28M
Employer EIN043722228
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zurn LLC)

Sponsor-wide plan assets over time

All Zurn LLC plans reported in each filing year

Latest sponsor-wide plan assets
$567M 47.443660773372166% vs 2022
2024 filing year
$300M$400M$500M$600M 202220232024 $385M $567M ▲ +47.4%
Year Plans Participants Total Assets
2022 2 1,971 $385M
2023 2 2,044 $531M
2024 2 1,885 $567M

Nearby 401(k) Plans in Wisconsin

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

Zurn Elkay 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Zurn Elkay 401(k) Plan, Total assets ($B): 0.36739487 · Participants: 1776Zurn Elkay 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Zurn Elkay 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Zurn Elkay 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Imperial Bag & Paper Co., LLC Employee Benefit Plan in NJ ($368M); by covered participants it is St. Croix Hospice 401(k) Plan in MN (1,775 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($367M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,776 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 Zurn Elkay 401(k) Plan assets move in 2024?
Zurn Elkay 401(k) Plan grew at a solid clip - up 8.3% during 2024, from $339M to $367M. Reported net income was $28M.
How have Zurn LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Zurn LLC's sponsor-wide assets grew 47.4%, from $385M to $567M.
Where does Zurn Elkay 401(k) Plan rank by assets among Form 5500 filers?
Zurn Elkay 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Zurn Elkay 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Imperial Bag & Paper Co., LLC Employee Benefit Plan in NJ ($368M, 5,757 participants).
Which 401(k) plans cover a similar participant headcount to Zurn Elkay 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is St. Croix Hospice 401(k) Plan in MN (1,775 participants, $45M in assets).