401(k) · DOL Form 5500 · 2024

Martin & Zerfoss, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
38
Participants Small participant base
40th
Percentile by assets National rank
$119,263
Avg per participant Near avg balance/head
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Official DOL plan name: Martin & Zerfoss, Inc. Profit Sharing Plan · Sponsored by Martin & Zerfoss, Inc. · Tennessee · Finance & Insurance

$5M in assets, 38 participants

Martin & Zerfoss, Inc.'s Martin & Zerfoss, Inc. Profit Sharing Plan reported $5M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,303 in Finance & Insurance (8,549 peers)

Martin & Zerfoss, Inc. multi-year trail

Martin & Zerfoss, Inc.'s plans moved +67.0% in assets from 2022 to 2024; this filing shows Martin & Zerfoss, Inc. Profit Sharing Plan at $5M / 38 participants.

#2,303
in Finance & Insurance (8,549 peers)
+25.9%
assets growth YoY

Martin & Zerfoss, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Martin & Zerfoss, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,531,982 40th percentile higher than 40% 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

Martin & Zerfoss, Inc. 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. Martin & Zerfoss, Inc. Profit Sharing Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Martin & Zerfoss, Inc. Profit Sharing Plan reported participants rose from 26 in the plan year 2023 filing to 38 in the plan year 2024 filing.
  • Martin & Zerfoss, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Martin & Zerfoss, Inc. Profit Sharing Plan reported net income rose from $886K in the plan year 2023 filing to $932K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 621583563 · Martin & Zerfoss, Inc. PY 2024 · 401(k)

Martin & Zerfoss, Inc. Profit Sharing Plan · $5M · 38 · 40th

  • VS-ST $5M
  • VS-ST 38
  • VS-ST 40th
  • VS-ST 401(k)
  • VS-ST near Premier Auto Group 401(k) Plan
  • VS-ST ind #2303

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 Tennessee →

Martin & Zerfoss, Inc. Profit Sharing Plan in the asset neighbourhood

Martin & Zerfoss, Inc. Profit Sharing PlanMartin & Zerfoss, Inc. Profi…$5MPremier Auto Group 401(k) PlanPremier Auto Group 401(k) Pl…$5MHudson Pontiac-Buick-Gmc Truck, Inc. 401(k) Profit Sharing PlanHudson Pontiac-Buick-Gmc Tru…$5MCascade Living Group, Inc. 401(k) PlanCascade Living Group, Inc. 4…$5MVwc Retirement Plan$5M
End-of-year total assets ($M) among Martin & Zerfoss, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Martin & Zerfoss, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Martin & Zerfoss, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 66.96349593181438% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.71M $4.53M ▲ +67.2%
Year Plans Participants Total Assets
2022 1 26 $3M
2023 1 26 $4M
2024 1 38 $5M

Martin & Zerfoss, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$932K
Employer EIN621583563
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Martin & Zerfoss, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Martin & Zerfoss, Inc. Profit Sharing Plan, Total assets ($B): 0.004531982 · Participants: 38Martin & Zerfoss, Inc. Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Martin & Zerfoss, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Martin & Zerfoss, Inc. Profit Sharing Plan side-by-side with 3 peers →

Martin & Zerfoss, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Premier Auto Group 401(k) Plan in CT ($5M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Martin & Zerfoss, Inc. Profit Sharing Plan assets move in 2024? ▼
Martin & Zerfoss, Inc. Profit Sharing Plan grew sharply - up 25.9% during 2024, from $4M to $5M. Reported net income was $932K.
How have Martin & Zerfoss, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin & Zerfoss, Inc.'s sponsor-wide assets grew 67.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Martin & Zerfoss, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Premier Auto Group 401(k) Plan in CT ($5M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Martin & Zerfoss, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M 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 621583563.

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.