401(k) · DOL Form 5500 · 2024
Zoeller Company 401(k) Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 661
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $178,433
- Avg per participant Above avg balance/head
Official DOL plan name: Zoeller Company Retirement Savings Plan and Trust · Sponsored by Zoeller Company · Kentucky · Manufacturing
$118M in assets, 661 participants
Zoeller Company's Zoeller Company Retirement Savings Plan and Trust reported $118M in total assets and 661 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,546 in Manufacturing (17,777 peers)
Where Zoeller Company Retirement Savings Plan and Trust sits by assets
Zoeller Company Retirement Savings Plan and Trust sits in the top 10% of all filed plans by assets, $118M for 661 participants (~$178,433/participant), up 10.5% in 2024.
- #15,546
- in Manufacturing (17,777 peers)
- +10.5%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Zoeller Company Retirement Savings Plan and Trust's outsized position by total assets
Zoeller Company Retirement Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$117,944,439 Top 8% higher than 92% 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
Zoeller Company Retirement Savings Plan and Trust 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. Zoeller Company Retirement Savings Plan and Trust sits mid-pack in the medium band (661 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zoeller Company Retirement Savings Plan and Trust end-of-year assets rose from $107M in the plan year 2023 filing to $118M in the plan year 2024 filing.
- Zoeller Company Retirement Savings Plan and Trust reported net income rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
DOL schedule card
Filing strip 610495071 · Zoeller Company PY 2024 · 401(k)
Zoeller Company Retirement Savings Plan and Trust · $118M · 661 · 92nd
- PART $118M
- PART 661
- PART 92nd
- PART 401(k)
- PART near Savings Plan of the Newtron Group, L.L.C. and Subsidiaries
- PART ind #15546
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 →
Zoeller Company Retirement Savings Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $11M |
| Employer EIN | 610495071 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zoeller Company)
Sponsor-wide plan assets over time
All Zoeller Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 23.304530079125097% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 581 | $96M |
| 2023 | 1 | 661 | $107M |
| 2024 | 1 | 661 | $118M |
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
Zoeller Company Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Savings Plan of the Newtron Group, L.L.C. and Subsidiaries in LA ($118M); by covered participants it is Digicert 401(k) Retirement Plan in UT (661 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- Savings Plan of the Newtron Group, L.L.C. and Subsidiaries (LA) $118M · 2,703
- Dn Tanks Retirement Plan (MA) $118M · 259
- Advent International L.P. Employees' Profit-Sharing Retirement Plan (MA) $118M · 287
- Basis Educational Group Retirement Plan (AZ) $118M · 2,389
Similar participant headcount
Nearest other-state filings by covered participants (661 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.