401(k) · DOL Form 5500 · 2024

Julius Zorn, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 151
Participants Small participant base: 58th
Percentile by assets National rank: $72,764
Avg per participant Below avg balance/head

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Official DOL plan name: Julius Zorn Savings Plan · Sponsored by Julius Zorn, Inc. · Ohio · Manufacturing

$11M in assets, 151 participants

Julius Zorn, Inc.'s Julius Zorn Savings Plan reported $11M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

#7,848 in Manufacturing (17,777 peers)

Coverage in Ohio

Julius Zorn Savings Plan covers 151 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#7,848
in Manufacturing (17,777 peers): +14.7%
assets growth YoY

Julius Zorn Savings Plan's mid-pack asset rank among Manufacturing and all filers

Julius Zorn Savings Plan vs every filed plan by assets

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

$10,987,334 Top 42% higher than 58% 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

Julius Zorn Savings 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. Julius Zorn Savings Plan sits mid-pack in the medium band (151 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Julius Zorn Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Julius Zorn Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Julius Zorn Savings Plan reported participants rose from 141 in the plan year 2023 filing to 151 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132873532 · Julius Zorn, Inc. PY 2024 · 401(k)

Julius Zorn Savings Plan · $11M · 151 · 58th

PHOTO $11M
IND 151
EOY 58th
5500 401(k)
ASSETS near Sma Technologies 401(k) Plan
PCT ind #7848

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 Ohio →

End-of-year total assets ($M) among Julius Zorn Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$11M
Net Income	$1M
Employer EIN	132873532
Plan Effective Date	1995-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Julius Zorn, Inc.)

Latest sponsor-wide plan assets: $11M 38.99190855630039% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	138	$8M
2023	1	141	$10M
2024	1	151	$11M

Nearby 401(k) Plans in Ohio

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

Julius Zorn Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Aerospace Retirement Savings Plan $14.7B · 45,620
The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
The Progressive 401(k) Plan $11.5B · 62,521
The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
Parker Retirement Savings Plan $9.0B · 26,315

Compare Julius Zorn Savings Plan side-by-side with 3 peers →

Julius Zorn Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sma Technologies 401(k) Plan in TX ($11M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Sma Technologies 401(k) Plan (TX) $11M · 98
Histosonics 401(k) Plan (MN) $11M · 123
Carolton Hospital Employee Profit Sharing Plan (CT) $11M · 199
Cennial Company, Inc. 401(k) Profit Sharing Plan (PA) $11M · 1,310

Similar participant headcount

Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.

Liberty Power Corp, LLC 401(k) (FL) 151 · 0 off
Coretelligent LLC 401(k) Profit Sharing Plan and Trust (MA) 151 · 0 off
Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust (DE) 151 · 0 off
Mincey Marble Manufacturing, Inc. 401(k) Plan (GA) 151 · 0 off

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 Julius Zorn Savings Plan assets move in 2024? ▼

Julius Zorn Savings Plan grew at a solid clip - up 14.7% during 2024, from $10M to $11M. Reported net income was $1M.

How have Julius Zorn, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Julius Zorn, Inc.'s sponsor-wide assets grew 39.0%, from $8M to $11M.

Which 401(k) plans are similar in size to Julius Zorn Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sma Technologies 401(k) Plan in TX ($11M, 98 participants).

Which 401(k) plans cover a similar participant headcount to Julius Zorn Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 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 132873532.