401(k) · DOL Form 5500 · 2024
Ziemer, Stayman, Weitzel & Shoulders, LLP 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $380,655
- Avg per participant High balance/head
Official DOL plan name: Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan · Sponsored by Ziemer, Stayman, Weitzel & Shoulders, LLP · Indiana · Professional & Technical Services
$17M in assets, 44 participants
Ziemer, Stayman, Weitzel & Shoulders, LLP's Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan reported $17M in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #13,280 in Professional & Technical Services (20,173 peers)
Ziemer, Stayman, Weitzel & Shoulders, LLP multi-year trail
Ziemer, Stayman, Weitzel & Shoulders, LLP's plans moved +16.7% in assets from 2022 to 2024; this filing shows Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan at $17M / 44 participants.
- #13,280
- in Professional & Technical Services (20,173 peers)
- -1.3%
- assets change YoY
The plan reported a net loss of $213K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan's outsized position by total assets
Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,748,829 Top 33% higher than 67% 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
Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan is a small filing (44 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to -$213K in the plan year 2024 filing.
- Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan reported participants rose from 42 in the plan year 2023 filing to 44 in the plan year 2024 filing.
- Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan end-of-year assets fell from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.
DOL schedule card
Filing strip 351066906 · Ziemer, Stayman, Weitzel & Shoulders, LLP PY 2024 · 401(k)
Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan · $17M · 44 · 67th
- 5500 $17M
- 5500 44
- 5500 67th
- 5500 401(k)
- 5500 near The Toledo Newspaper Unions Blade Savings Plan and Trust
- 5500 ind #13280
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 Professional & Technical Services retirement plans → · Plans in Indiana →
Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan in the asset neighbourhood
Ziemer, Stayman, Weitzel & Shoulders, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Ziemer, Stayman, Weitzel & Shoulders, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 16.66538383818613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $14M |
| 2023 | 1 | 42 | $17M |
| 2024 | 1 | 44 | $17M |
Ziemer, Stayman, Weitzel & Shoulders, LLP filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$213K |
| Employer EIN | 351066906 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is The Toledo Newspaper Unions Blade Savings Plan and Trust in OH ($17M); by covered participants it is Hamilton-Ryker It Solutions, LLC 401(k) Plan in TN (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.
- Hamilton-Ryker It Solutions, LLC 401(k) Plan (TN) 44 · 0 off
- The Republic Mortgage Insurance Company and Affiliated Companies Profit Sharing Plan (IL) 44 · 0 off
- Vanguard Properties Inc 401(k) Profit Sharing Plan & Trust (GA) 44 · 0 off
- B & B Medical Services Inc 401(k) Profit Sharing Plan & Trust (OK) 44 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.