401(k) · DOL Form 5500 · 2024

Zions Bancorporation, National Association 401(k) Plan

Data updated 2026-08-25

$1.9B
Total assets Very large vs avg
9,972
Participants Very large workforce
99th
Percentile by assets National rank
$189,087
Avg per participant Above avg balance/head
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Official DOL plan name: Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan · Sponsored by Zions Bancorporation, National Association · Utah · Finance & Insurance

$1.9B in assets, 9,972 participants

Zions Bancorporation, National Association's Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan reported $1.9B in total assets and 9,972 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,405 in Finance & Insurance (8,549 peers)

Coverage in Utah

Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan covers 9,972 participants in Utah, 17x the typical Utah plan (state average ~592 per filing). Assets: $1.9B.

#8,405
in Finance & Insurance (8,549 peers)
+13.4%
assets growth YoY
19×
vs typical plan assets (national mean)

Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan's outsized position by total assets

Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan vs every filed plan by assets

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

$1,885,575,832 Top 1% higher than 99% 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

Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan lands in the large band (9,972 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan reported net income rose from $184M in the plan year 2023 filing to $223M in the plan year 2024 filing.
  • Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan end-of-year assets rose from $1.7B in the plan year 2023 filing to $1.9B in the plan year 2024 filing.
  • Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan reported participants fell from 10,088 in the plan year 2023 filing to 9,972 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 870189025 · Zions Bancorporation, National Association PY 2024 · 401(k)

Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan · $1.9B · 9,972 · 99th

  • VS-ST $1.9B
  • VS-ST 9,972
  • VS-ST 99th
  • VS-ST 401(k)
  • VS-ST near Rolls Royce North America 401(k) Savings Plan
  • VS-ST ind #8405

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 Finance & Insurance retirement plans → · Plans in Utah →

Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan in the asset neighbourhood

Keurig Dr Pepper 401(k) Plan$1.9BZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanZions Bancorporation, N.a. P…$1.9BXpo Logistics Retirement Savings PlanXpo Logistics Retirement Sav…$1.9BRolls Royce North America 401(k) Savings PlanRolls Royce North America 40…$1.9BAstellas US Retirement and Savings PlanAstellas US Retirement and S…$1.9B
End-of-year total assets ($B) among Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$1.7B
Net Assets (End of Year)$1.9B
Net Income$223M
Employer EIN870189025
Plan Effective Date1990-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Zions Bancorporation, National Association)

Sponsor-wide plan assets over time

All Zions Bancorporation, National Association plans reported in each filing year

Latest sponsor-wide plan assets
$1.9B 27.506318441356797% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B 202220232024 $1.48B $1.89B ▲ +27.7%
Year Plans Participants Total Assets
2022 1 9,870 $1.5B
2023 1 10,088 $1.7B
2024 1 9,972 $1.9B

Nearby 401(k) Plans in Utah

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

Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 02468 Total assets ($B) Participants Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.686808665 · Participants: 4130Autoliv Asp, Inc. Employee Savings and Investment Plan
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan

Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan reports $1.9B in end-of-year assets across 9,972 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $189,087 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2024 was $223M.

This plan identity (EIN 870189025, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $1.9B (+27.5%) while covered participants moved from 9,870 to 9,972 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,870 $1.5B Open filing
2023 10,088 $1.7B Open filing
2024 · index core 9,972 $1.9B This page

Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Rolls Royce North America 401(k) Savings Plan in VA ($1.9B); by covered participants it is Skechers USA, Inc. 401(k) Profit Sharing Plan in CA (9,972 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (9,972 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 Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan assets move in 2024? ▼
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan grew at a solid clip - up 13.4% during 2024, from $1.7B to $1.9B. Reported net income was $223M.
How have Zions Bancorporation, National Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zions Bancorporation, National Association's sponsor-wide assets grew 27.5%, from $1.5B to $1.9B.
Where does Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rolls Royce North America 401(k) Savings Plan in VA ($1.9B, 4,389 participants).
Which 401(k) plans cover a similar participant headcount to Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skechers USA, Inc. 401(k) Profit Sharing Plan in CA (9,972 participants, $237M 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 870189025.

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.