401(k) · DOL Form 5500 · 2024

Zimmerman Architectural Studios, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
105
Participants Small participant base
63rd
Percentile by assets National rank
$134,790
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zdg/Hec 401(k) Plan · Sponsored by Zimmerman Architectural Studios, Inc. · Wisconsin · Professional & Technical Services

$14M in assets, 105 participants

Zimmerman Architectural Studios, Inc.'s Zdg/Hec 401(k) Plan reported $14M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,552 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Zdg/Hec 401(k) Plan covers 105 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#12,552
in Professional & Technical Services (20,173 peers)
+12.7%
assets growth YoY

Zdg/Hec 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Zdg/Hec 401(k) Plan vs every filed plan by assets

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

$14,152,955 Top 37% higher than 63% 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

Zdg/Hec 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. Zdg/Hec 401(k) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zdg/Hec 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Zdg/Hec 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Zdg/Hec 401(k) Plan reported participants rose from 99 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391101911 · Zimmerman Architectural Studios, Inc. PY 2024 · 401(k)

Zdg/Hec 401(k) Plan · $14M · 105 · 63rd

  • PART $14M
  • PART 105
  • PART 63rd
  • PART 401(k)
  • PART near Shrader Tire and Oil Inc 401(k) Profit Sharing Plan & Trust
  • PART ind #12552

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 Wisconsin →

Zdg/Hec 401(k) Plan in the asset neighbourhood

Zdg/Hec 401(k) Plan$14MShrader Tire and Oil Inc 401(k) Profit Sharing Plan & TrustShrader Tire and Oil Inc 401…$14MSun Health Employee Services 401(k) PlanSun Health Employee Services…$14MMccann Systems 401(k) Plan$14MErie and Niagara Insurance Association Savings PlanErie and Niagara Insurance A…$14M
End-of-year total assets ($M) among Zdg/Hec 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN391101911
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zimmerman Architectural Studios, Inc.)

Sponsor-wide plan assets over time

All Zimmerman Architectural Studios, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.72198094200977% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.5M $14.2M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 98 $11M
2023 1 99 $13M
2024 1 105 $14M

Nearby 401(k) Plans in Wisconsin

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

Zdg/Hec 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Zdg/Hec 401(k) Plan, Total assets ($B): 0.014152955 · Participants: 105Zdg/Hec 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Zdg/Hec 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Zdg/Hec 401(k) Plan side-by-side with 3 peers →

Zdg/Hec 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Shrader Tire and Oil Inc 401(k) Profit Sharing Plan & Trust in OH ($14M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Zdg/Hec 401(k) Plan assets move in 2024? ▼
Zdg/Hec 401(k) Plan grew at a solid clip - up 12.7% during 2024, from $13M to $14M. Reported net income was $2M.
How have Zimmerman Architectural Studios, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimmerman Architectural Studios, Inc.'s sponsor-wide assets grew 34.7%, from $11M to $14M.
Which 401(k) plans are similar in size to Zdg/Hec 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shrader Tire and Oil Inc 401(k) Profit Sharing Plan & Trust in OH ($14M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Zdg/Hec 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants, N/A 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 391101911.

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.