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
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
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.
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
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $339M |
|---|---|
| Net Assets (End of Year) | $367M |
| Net Income | $28M |
| Employer EIN | 043722228 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING 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
| 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.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
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).
- Imperial Bag & Paper Co., LLC Employee Benefit Plan (NJ) $368M · 5,757
- Cabinetworks Group 401(k) Plan (TX) $368M · 9,211
- Johnson & Wales University 401(k) Retirement Savings Plan (RI) $368M · 1,251
- Centerwell Home Health 401(k) Savings Plan (KY) $367M · 14,297
Similar participant headcount
Nearest other-state filings by covered participants (1,776 participants); asset peers above are excluded.
- St. Croix Hospice 401(k) Plan (MN) 1,775 · 1 off
- Ahead, Inc. 401(k) Plan (IL) 1,777 · 1 off
- Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) (AZ) 1,775 · 1 off
- Faulkner Group 401(k) Plan (PA) 1,774 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.