401(k) · DOL Form 5500 · 2024
R.J. Zavoral & Sons, Inc. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 183
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $122,641
- Avg per participant Near avg balance/head
Official DOL plan name: R.J. Zavoral & Sons, Inc. Retirement Plan · Sponsored by R.J. Zavoral & Sons, Inc. · Minnesota · Construction
$22M in assets, 183 participants
R.J. Zavoral & Sons, Inc.'s R.J. Zavoral & Sons, Inc. Retirement Plan reported $22M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,444 in Construction (9,039 peers)
Coverage in Minnesota
R.J. Zavoral & Sons, Inc. Retirement Plan covers 183 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $22M.
- #6,444
- in Construction (9,039 peers)
- +15.8%
- assets growth YoY
R.J. Zavoral & Sons, Inc. Retirement Plan's outsized position by total assets
R.J. Zavoral & Sons, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,443,212 Top 28% higher than 72% 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
R.J. Zavoral & Sons, Inc. 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. R.J. Zavoral & Sons, Inc. Retirement Plan sits mid-pack in the medium band (183 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R.J. Zavoral & Sons, Inc. Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- R.J. Zavoral & Sons, Inc. Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- R.J. Zavoral & Sons, Inc. Retirement Plan reported participants rose from 162 in the plan year 2023 filing to 183 in the plan year 2024 filing.
DOL schedule card
Filing strip 411356485 · R.J. Zavoral & Sons, Inc. PY 2024 · 401(k)
R.J. Zavoral & Sons, Inc. Retirement Plan · $22M · 183 · 72nd
- PCT $22M
- EIN 183
- RANK 72nd
- PHOTO 401(k)
- IND near Harvey 401(k) Plan
- EOY ind #6444
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 Construction retirement plans → · Plans in Minnesota →
R.J. Zavoral & Sons, Inc. Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 411356485 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R.J. Zavoral & Sons, Inc.)
Sponsor-wide plan assets over time
All R.J. Zavoral & Sons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 52.943551189913165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 151 | $15M |
| 2023 | 1 | 162 | $19M |
| 2024 | 1 | 183 | $22M |
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
R.J. Zavoral & Sons, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Harvey 401(k) Plan in CA ($22M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Harvey 401(k) Plan (CA) $22M · 329
- Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan (CT) $22M · 949
- G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan (OH) $22M · 452
- Air Lines Pilots Association International Deferred Savings Plan for Bargaining Non-Exempt Employee (VA) $22M · 87
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 183 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 183 · 0 off
- Alta Planning + Design, Inc. 401(k) Profit Sharing Plan (OR) 183 · 0 off
- Critigen LLC 401(k) Plan (CO) 183 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.