401(k) · DOL Form 5500 · 2024
The C.W. Zumbiel Company 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 280
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $123,310
- Avg per participant Near avg balance/head
Official DOL plan name: The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan · Sponsored by The C.W. Zumbiel Company · Kentucky · Manufacturing
$35M in assets, 280 participants
The C.W. Zumbiel Company's The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan reported $35M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #12,707 in Manufacturing (17,777 peers)
Coverage in Kentucky
The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan covers 280 participants in Kentucky, about 43% of the average Kentucky filer (state average ~647 per filing). Assets: $35M.
- #12,707
- in Manufacturing (17,777 peers)
- +16.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan's outsized position by total assets
The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,526,748 Top 21% higher than 79% 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
The C.W. Zumbiel Company 401(k) Savings & Profit Sharing 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. The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan sits mid-pack in the medium band (280 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan reported participants fell from 287 in the plan year 2023 filing to 280 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 310499900 · The C.W. Zumbiel Company PY 2024 · 401(k)
The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan · $35M · 280 · 79th
- TYPE $35M
- TYPE 280
- TYPE 79th
- TYPE 401(k)
- TYPE near Law Firm of Conway, Olejniczak & Jerry S.C. Retirement Savings Plan & Trust
- TYPE ind #12707
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 Kentucky →
The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $5M |
| Employer EIN | 310499900 |
| Plan Effective Date | 1989-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The C.W. Zumbiel Company)
Sponsor-wide plan assets over time
All The C.W. Zumbiel Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 37.47511786525827% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 273 | $25M |
| 2023 | 1 | 287 | $30M |
| 2024 | 1 | 280 | $35M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Law Firm of Conway, Olejniczak & Jerry S.C. Retirement Savings Plan & Trust in WI ($35M); by covered participants it is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (280 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.