401(k) · DOL Form 5500 · 2024

Zotec Partners, LLC 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
951
Participants Near avg headcount
91st
Percentile by assets National rank
$108,915
Avg per participant Below avg balance/head
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Official DOL plan name: Zotec Partners, LLC 401(k) Plan · Sponsored by Zotec Partners, LLC · Indiana · Professional & Technical Services

$104M in assets, 951 participants

Zotec Partners, LLC's Zotec Partners, LLC 401(k) Plan reported $104M in total assets and 951 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,525 in Professional & Technical Services (20,173 peers)

Where Zotec Partners, LLC 401(k) Plan sits by assets

Zotec Partners, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $104M for 951 participants (~$108,915/participant), up 16.8% in 2024.

#18,525
in Professional & Technical Services (20,173 peers)
+16.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Zotec Partners, LLC 401(k) Plan's outsized position by total assets

Zotec Partners, LLC 401(k) Plan vs every filed plan by assets

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

$103,578,120 Top 9% higher than 91% 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

Zotec Partners, LLC 401(k) 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. Zotec Partners, LLC 401(k) Plan sits mid-pack in the medium band (951 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zotec Partners, LLC 401(k) Plan reported participants fell from 1,195 in the plan year 2023 filing to 951 in the plan year 2024 filing.
  • Zotec Partners, LLC 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Zotec Partners, LLC 401(k) Plan end-of-year assets rose from $89M in the plan year 2023 filing to $104M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 208762217 · Zotec Partners, LLC PY 2024 · 401(k)

Zotec Partners, LLC 401(k) Plan · $104M · 951 · 91st

  • ASSETS $104M
  • PCT 951
  • EIN 91st
  • RANK 401(k)
  • PHOTO near Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust
  • IND ind #18525

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 →

Zotec Partners, LLC 401(k) Plan in the asset neighbourhood

Carestream Dental Retirement Savings PlanCarestream Dental Retirement…$104MRodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and TrustRodey Dickason Sloan Akin & …$104MZotec Partners, LLC 401(k) PlanZotec Partners, LLC 401(k) P…$104MCampagna-Turano Bakery, Inc. Incentive 401(k) Savings Plan and TrustCampagna-Turano Bakery, Inc.…$104MFarmer Bros. Co. 401(k) Plan$104M
End-of-year total assets ($M) among Zotec Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$104M
Net Income$15M
Employer EIN208762217
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zotec Partners, LLC)

Sponsor-wide plan assets over time

All Zotec Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$104M 36.238013471129925% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $76M $104M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 1,148 $76M
2023 1 1,195 $89M
2024 1 951 $104M

Nearby 401(k) Plans in Indiana

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

Zotec Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Zotec Partners, LLC 401(k) Plan, Total assets ($B): 0.10357812 · Participants: 951Zotec Partners, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Zotec Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Zotec Partners, LLC 401(k) Plan side-by-side with 3 peers →

Zotec Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust in NM ($104M); by covered participants it is Integrated Employer Solutions 401(k) Plan in UT (951 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (951 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 Zotec Partners, LLC 401(k) Plan assets move in 2024? ▼
Zotec Partners, LLC 401(k) Plan grew sharply - up 16.8% during 2024, from $89M to $104M. Reported net income was $15M.
How have Zotec Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zotec Partners, LLC's sponsor-wide assets grew 36.2%, from $76M to $104M.
Where does Zotec Partners, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Zotec Partners, LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Zotec Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust in NM ($104M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Zotec Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Employer Solutions 401(k) Plan in UT (951 participants, $15M 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 208762217.

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.