401(k) · DOL Form 5500 · 2024
Zwicker & Associates, P.C. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 679
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $30,968
- Avg per participant Low balance/head
Official DOL plan name: Zwicker & Associates, P.C. 401(k) Plan · Sponsored by Zwicker & Associates, P.C. · Massachusetts · Professional & Technical Services
$21M in assets, 679 participants
Zwicker & Associates, P.C.'s Zwicker & Associates, P.C. 401(k) Plan reported $21M in total assets and 679 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #14,230 in Professional & Technical Services (20,173 peers)
Zwicker & Associates, P.C. multi-year trail
Zwicker & Associates, P.C.'s plans moved +45.3% in assets from 2022 to 2024; this filing shows Zwicker & Associates, P.C. 401(k) Plan at $21M / 679 participants.
- #14,230
- in Professional & Technical Services (20,173 peers)
- +17.6%
- assets growth YoY
Zwicker & Associates, P.C. 401(k) Plan's outsized position by total assets
Zwicker & Associates, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,027,057 Top 29% higher than 71% 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
Zwicker & Associates, P.C. 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. Zwicker & Associates, P.C. 401(k) Plan sits mid-pack in the medium band (679 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zwicker & Associates, P.C. 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Zwicker & Associates, P.C. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Zwicker & Associates, P.C. 401(k) Plan reported participants fell from 701 in the plan year 2023 filing to 679 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 043131560 · Zwicker & Associates, P.C. PY 2024 · 401(k)
Zwicker & Associates, P.C. 401(k) Plan · $21M · 679 · 71st
- ASSETS $21M
- PCT 679
- EIN 71st
- RANK 401(k)
- PHOTO near Gandrud Auto Group 401(k) Plan
- IND ind #14230
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 Massachusetts →
Zwicker & Associates, P.C. 401(k) Plan in the asset neighbourhood
Zwicker & Associates, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Zwicker & Associates, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 45.30152247278515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 761 | $14M |
| 2023 | 1 | 701 | $18M |
| 2024 | 1 | 679 | $21M |
Zwicker & Associates, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 043131560 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Zwicker & Associates, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Gandrud Auto Group 401(k) Plan in WI ($21M); by covered participants it is Neighborhood Health Plan of Rhode Island 401(k) Plan in RI (679 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Gandrud Auto Group 401(k) Plan (WI) $21M · 278
- East River Medical Imaging Profit Sharing Plan (NY) $21M · 146
- Hunt-Eas 401(k) Plan (NY) $21M · 149
- Lucky Star Casino 401(k) Retirement Savings Plan (OK) $21M · 749
Similar participant headcount
Nearest other-state filings by covered participants (679 participants); asset peers above are excluded.
- Neighborhood Health Plan of Rhode Island 401(k) Plan (RI) 679 · 0 off
- Castle Personnel Group, LLC 401(k) Plan (MS) 679 · 0 off
- Nickles Bakery 401(k) Plan for Bargaining Employees (OH) 679 · 0 off
- Lumentum 401(k) Plan (CA) 679 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.