401(k) · DOL Form 5500 · 2024
Ziegler Inc. 401(k) Plan
Data updated 2026-08-25
- $387M
- Total assets Above avg plan size
- 2,800
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $138,252
- Avg per participant Near avg balance/head
Official DOL plan name: Ziegler Inc. Voluntary Retirement Savings Plan · Sponsored by Ziegler Inc. · Minnesota · Retail Trade
$387M in assets, 2,800 participants
Ziegler Inc.'s Ziegler Inc. Voluntary Retirement Savings Plan reported $387M in total assets and 2,800 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.
- #7,880 in Retail Trade (8,048 peers)
Coverage in Minnesota
Ziegler Inc. Voluntary Retirement Savings Plan covers 2,800 participants in Minnesota, 2.5x the typical Minnesota plan (state average ~1,126 per filing). Assets: $387M.
- #7,880
- in Retail Trade (8,048 peers)
- +10.8%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
Ziegler Inc. Voluntary Retirement Savings Plan's outsized position by total assets
Ziegler Inc. Voluntary Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$387,104,811 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
Ziegler Inc. Voluntary Retirement Savings 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. Ziegler Inc. Voluntary Retirement Savings Plan lands in the large band (2,800 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ziegler Inc. Voluntary Retirement Savings Plan reported net income fell from $59M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Ziegler Inc. Voluntary Retirement Savings Plan reported participants rose from 2,441 in the plan year 2023 filing to 2,800 in the plan year 2024 filing.
- Ziegler Inc. Voluntary Retirement Savings Plan end-of-year assets rose from $349M in the plan year 2023 filing to $387M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 410624660 · Ziegler Inc. PY 2024 · 401(k)
Ziegler Inc. Voluntary Retirement Savings Plan · $387M · 2,800 · 96th
- IND $387M
- EOY 2,800
- 5500 96th
- ASSETS 401(k)
- PCT near Ryan, LLC Employees 401(k) Profit Sharing Plan & Trust
- EIN ind #7880
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 Minnesota →
Ziegler Inc. Voluntary Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $349M |
|---|---|
| Net Assets (End of Year) | $387M |
| Net Income | $38M |
| Employer EIN | 410624660 |
| Plan Effective Date | 1984-06-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ziegler Inc.)
Sponsor-wide plan assets over time
All Ziegler Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $387M 33.53205261347231% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,286 | $290M |
| 2023 | 1 | 2,441 | $349M |
| 2024 | 1 | 2,800 | $387M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Ziegler Inc. Voluntary Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Ryan, LLC Employees 401(k) Profit Sharing Plan & Trust in TX ($387M); by covered participants it is West Herr Employees' Retirement Plan in NY (2,800 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($387M here).
- Ryan, LLC Employees 401(k) Profit Sharing Plan & Trust (TX) $387M · 2,690
- City of Hope Medical Group 401(k) Retirement Savings Plan (CA) $387M · 561
- Extron Electronics 401(k) Plan (CA) $387M · 1,662
- Bendix Commercial Vehicle Systems LLC Savings Plan (OH) $388M · 2,435
Similar participant headcount
Nearest other-state filings by covered participants (2,800 participants); asset peers above are excluded.
- West Herr Employees' Retirement Plan (NY) 2,800 · 0 off
- Taylor Morrison 401(k) Savings Plan (AZ) 2,800 · 0 off
- The Alcott Group 401(k) Plan (NY) 2,800 · 0 off
- Youth Villages Retirement Plan (TN) 2,796 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.