401(k) · DOL Form 5500 · 2024
Zwi Group LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $195,924
- Avg per participant Above avg balance/head
Official DOL plan name: Zwi Group LLC Retirement Plan · Sponsored by Zwi Group LLC · New Jersey · Wholesale Trade
$3M in assets, 16 participants
Zwi Group LLC's Zwi Group LLC Retirement Plan reported $3M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #1,439 in Wholesale Trade (6,080 peers)
2024 asset change
Zwi Group LLC Retirement Plan pulled back noticeably 13.7% in 2024 ($4M → $3M) for 16 participants.
- #1,439
- in Wholesale Trade (6,080 peers)
- -13.7%
- assets change YoY
The plan reported a net loss of $500K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zwi Group LLC Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
Zwi Group LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,134,780 35th percentile higher than 35% 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
Zwi Group LLC Retirement 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. Zwi Group LLC Retirement Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zwi Group LLC Retirement Plan reported net income fell from $196K in the plan year 2023 filing to -$500K in the plan year 2024 filing.
- Zwi Group LLC Retirement Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 273225877 · Zwi Group LLC PY 2024 · 401(k)
Zwi Group LLC Retirement Plan · $3M · 16 · 35th
- PART $3M
- TYPE 16
- NET 35th
- BOOK 401(k)
- VS-ST near Precision Tool Technologies, Inc. Profit Sharing 401(k) Plan
- BOY ind #1439
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Zwi Group LLC Retirement Plan in the asset neighbourhood
Zwi Group LLC years around the 2024 move
Sponsor-wide plan assets over time
All Zwi Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 5.286353626453149% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 32 | $10M |
| 2023 | 2 | 33 | $10M |
| 2024 | 2 | 34 | $9M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$500K |
| Employer EIN | 273225877 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Zwi Group LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Precision Tool Technologies, Inc. Profit Sharing 401(k) Plan in MN ($3M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 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 (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.