401(k) · DOL Form 5500 · 2024

Zuckerman Gravely Management, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
104
Participants Small participant base
59th
Percentile by assets National rank
$114,010
Avg per participant Below avg balance/head
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Official DOL plan name: Zuckerman Gravely Management, Inc. 401(k) Retirement Plan · Sponsored by Zuckerman Gravely Management, Inc. · Maryland · Real Estate

$12M in assets, 104 participants

Zuckerman Gravely Management, Inc.'s Zuckerman Gravely Management, Inc. 401(k) Retirement Plan reported $12M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,515 in Real Estate (4,605 peers)

Coverage in Maryland

Zuckerman Gravely Management, Inc. 401(k) Retirement Plan covers 104 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $12M.

#3,515
in Real Estate (4,605 peers)
+20.8%
assets growth YoY

Zuckerman Gravely Management, Inc. 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Zuckerman Gravely Management, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$11,857,051 Top 41% higher than 59% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Zuckerman Gravely Management, Inc. 401(k) Retirement 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. Zuckerman Gravely Management, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zuckerman Gravely Management, Inc. 401(k) Retirement Plan reported net income rose from $698K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Zuckerman Gravely Management, Inc. 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Zuckerman Gravely Management, Inc. 401(k) Retirement Plan reported participants rose from 95 in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 521804940 · Zuckerman Gravely Management, Inc. PY 2024 · 401(k)

Zuckerman Gravely Management, Inc. 401(k) Retirement Plan · $12M · 104 · 59th

  • EBSA $12M
  • EBSA 104
  • EBSA 59th
  • EBSA 401(k)
  • EBSA near G L Mezzetta, Inc. 401(k) Savings Plan
  • EBSA ind #3515

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 Real Estate retirement plans → · Plans in Maryland →

Zuckerman Gravely Management, Inc. 401(k) Retirement Plan in the asset neighbourhood

Zuckerman Gravely Management, Inc. 401(k) Retirement PlanZuckerman Gravely Management…$12MG L Mezzetta, Inc. 401(k) Savings PlanG L Mezzetta, Inc. 401(k) Sa…$12MRdsi Section 401(k) Profit Sharing PlanRdsi Section 401(k) Profit S…$12MAble Roofing 401(k) & Profit Sharing PlanAble Roofing 401(k) & Profit…$12MMoody Gardens, Inc. 401(k) Retirement PlanMoody Gardens, Inc. 401(k) R…$12M
End-of-year total assets ($M) among Zuckerman Gravely Management, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN521804940
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zuckerman Gravely Management, Inc.)

Sponsor-wide plan assets over time

All Zuckerman Gravely Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 30.09395975805283% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.11M $11.9M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 N/A $9M
2023 1 95 $10M
2024 1 104 $12M

Nearby 401(k) Plans in Maryland

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

Zuckerman Gravely Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Zuckerman Gravely Management, Inc. 401(k) Retirement Plan, Total assets ($B): 0.011857051 · Participants: 104Zuckerman Gravely Management, Inc. 401(k) Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Zuckerman Gravely Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Zuckerman Gravely Management, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Zuckerman Gravely Management, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is G L Mezzetta, Inc. 401(k) Savings Plan in CA ($12M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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.

Frequently Asked Questions

How did Zuckerman Gravely Management, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Zuckerman Gravely Management, Inc. 401(k) Retirement Plan grew sharply - up 20.8% during 2024, from $10M to $12M. Reported net income was $2M.
How have Zuckerman Gravely Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zuckerman Gravely Management, Inc.'s sponsor-wide assets grew 30.1%, from $9M to $12M.
Which 401(k) plans are similar in size to Zuckerman Gravely Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is G L Mezzetta, Inc. 401(k) Savings Plan in CA ($12M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Zuckerman Gravely Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 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 521804940.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.