401(k) · DOL Form 5500 · 2024

Zimbrick, Inc. 401(k) Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
815
Participants Near avg headcount
92nd
Percentile by assets National rank
$159,832
Avg per participant Above avg balance/head
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Official DOL plan name: Zimbrick, Inc. Retirement Savings Plan · Sponsored by Zimbrick, Inc. · Wisconsin · Retail Trade

$130M in assets, 815 participants

Zimbrick, Inc.'s Zimbrick, Inc. Retirement Savings Plan reported $130M in total assets and 815 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,692 in Retail Trade (8,048 peers)

Where Zimbrick, Inc. Retirement Savings Plan sits by assets

Zimbrick, Inc. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $130M for 815 participants (~$159,832/participant), up 12.2% in 2024.

#7,692
in Retail Trade (8,048 peers)
+12.2%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Zimbrick, Inc. Retirement Savings Plan's outsized position by total assets

Zimbrick, Inc. Retirement Savings Plan vs every filed plan by assets

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

$130,262,909 Top 8% higher than 92% 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

Zimbrick, Inc. Retirement Savings 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. Zimbrick, Inc. Retirement Savings Plan sits mid-pack in the medium band (815 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zimbrick, Inc. Retirement Savings Plan end-of-year assets rose from $116M in the plan year 2023 filing to $130M in the plan year 2024 filing.
  • Zimbrick, Inc. Retirement Savings Plan reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Zimbrick, Inc. Retirement Savings Plan reported participants rose from 800 in the plan year 2023 filing to 815 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390963195 · Zimbrick, Inc. PY 2024 · 401(k)

Zimbrick, Inc. Retirement Savings Plan · $130M · 815 · 92nd

  • VS-ST $130M
  • VS-ST 815
  • VS-ST 92nd
  • VS-ST 401(k)
  • VS-ST near Peet's Coffee & Tea, LLC Savings & Retirement Plan
  • VS-ST ind #7692

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 Retail Trade retirement plans → · Plans in Wisconsin →

Zimbrick, Inc. Retirement Savings Plan in the asset neighbourhood

Yamaha Corporation of America Retirement Savings PlanYamaha Corporation of Americ…$130MStark & Stark Employees' Profit Sharing PlanStark & Stark Employees' Pro…$130MPeet's Coffee & Tea, LLC Savings & Retirement PlanPeet's Coffee & Tea, LLC Sav…$130MZimbrick, Inc. Retirement Savings PlanZimbrick, Inc. Retirement Sa…$130MThe Parr Company 401(k) Savings and Profit Sharing PlanThe Parr Company 401(k) Savi…$130M
End-of-year total assets ($M) among Zimbrick, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$130M
Net Income$14M
Employer EIN390963195
Plan Effective Date1966-07-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Zimbrick, Inc.)

Sponsor-wide plan assets over time

All Zimbrick, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$130M 29.069381199559064% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $101M $130M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 778 $101M
2023 1 800 $116M
2024 1 815 $130M

Nearby 401(k) Plans in Wisconsin

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

Zimbrick, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Zimbrick, Inc. Retirement Savings Plan, Total assets ($B): 0.130262909 · Participants: 815Zimbrick, Inc. Retirement Savings 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
Zimbrick, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Zimbrick, Inc. Retirement Savings Plan side-by-side with 3 peers →

Zimbrick, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Peet's Coffee & Tea, LLC Savings & Retirement Plan in CA ($130M); by covered participants it is Copperpoint Insurance Co. 401(k) Plan in AZ (815 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (815 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 Zimbrick, Inc. Retirement Savings Plan assets move in 2024? ▼
Zimbrick, Inc. Retirement Savings Plan grew at a solid clip - up 12.2% during 2024, from $116M to $130M. Reported net income was $14M.
How have Zimbrick, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimbrick, Inc.'s sponsor-wide assets grew 29.1%, from $101M to $130M.
Where does Zimbrick, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Zimbrick, Inc. Retirement Savings Plan ranks in the 92nd 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 Zimbrick, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peet's Coffee & Tea, LLC Savings & Retirement Plan in CA ($130M, 4,616 participants).
Which 401(k) plans cover a similar participant headcount to Zimbrick, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Copperpoint Insurance Co. 401(k) Plan in AZ (815 participants, $178M 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 390963195.

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.