401(k) · DOL Form 5500 · 2024

Ziccarelli & Martello 401(k) Plan

Data updated 2026-08-25

$375K
Total assets Small plan by assets
9
Participants Small participant base
15th
Percentile by assets National rank
$41,645
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ziccarelli & Martello 401(k) Plan · Sponsored by Ziccarelli & Martello · Ohio · Professional & Technical Services

$375K in assets, 9 participants

Ziccarelli & Martello's Ziccarelli & Martello 401(k) Plan reported $375K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,378 in Professional & Technical Services (20,173 peers)

Ziccarelli & Martello multi-year trail

Ziccarelli & Martello's plans moved -25.9% in assets from 2022 to 2024; this filing shows Ziccarelli & Martello 401(k) Plan at $375K / 9 participants.

#2,378
in Professional & Technical Services (20,173 peers)
-33.5%
assets change YoY

The plan reported a net loss of $189K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ziccarelli & Martello 401(k) Plan among the smaller filed plans by assets

Ziccarelli & Martello 401(k) Plan vs every filed plan by assets

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

$374,809 15th percentile higher than 15% 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

Ziccarelli & Martello 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ziccarelli & Martello 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ziccarelli & Martello 401(k) Plan reported net income fell from $58K in the plan year 2023 filing to -$189K in the plan year 2024 filing.
  • Ziccarelli & Martello 401(k) Plan end-of-year assets fell from $564K in the plan year 2023 filing to $375K in the plan year 2024 filing.
  • Ziccarelli & Martello 401(k) Plan reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 412237416 · Ziccarelli & Martello PY 2024 · 401(k)

Ziccarelli & Martello 401(k) Plan · $375K · 9 · 15th

  • RANK $375K
  • RANK 9
  • RANK 15th
  • RANK 401(k)
  • RANK near Multigen Properties, Inc. 401(k) Plan
  • RANK ind #2378

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 Ohio →

Ziccarelli & Martello 401(k) Plan in the asset neighbourhood

Ziccarelli & Martello 401(k) PlanZiccarelli & Martello 401(k)…$375KMultigen Properties, Inc. 401(k) PlanMultigen Properties, Inc. 40…$375KHealth Scope Inc. 401(k) Plan$375KWestern Land Investments, Inc. 401(k) PlanWestern Land Investments, In…$375KDsc Manufacturing, Inc 401(k) Profit Sharing PlanDsc Manufacturing, Inc 401(k…$375K
End-of-year total assets ($M) among Ziccarelli & Martello 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ziccarelli & Martello multi-year asset trail

Sponsor-wide plan assets over time

All Ziccarelli & Martello plans reported in each filing year

Latest sponsor-wide plan assets
$375K 25.879468037771296% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.51M $0.37M ▼ -27.5%
Year Plans Participants Total Assets
2022 1 8 $506K
2023 1 8 $564K
2024 1 9 $375K

Ziccarelli & Martello filing trail (2024)

Total Assets (Beginning of Year)$564K
Net Assets (End of Year)$375K
Net Income-$189K
Employer EIN412237416
Plan Effective Date2007-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Ziccarelli & Martello 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ziccarelli & Martello 401(k) Plan, Total assets ($B): 0.000374809 · Participants: 9Ziccarelli & Martello 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Ziccarelli & Martello 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Ziccarelli & Martello 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Multigen Properties, Inc. 401(k) Plan in NH ($375K); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($375K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Ziccarelli & Martello 401(k) Plan assets move in 2024?
Ziccarelli & Martello 401(k) Plan contracted severely - down 33.5% during 2024, from $564K to $375K. Reported net income was -$189K.
How have Ziccarelli & Martello plan assets changed over time?
Across 3 plan years on file (2022-2024), Ziccarelli & Martello's sponsor-wide assets declined 25.9%, from $506K to $375K.
Where does Ziccarelli & Martello 401(k) Plan rank by assets among Form 5500 filers?
Ziccarelli & Martello 401(k) Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ziccarelli & Martello 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Multigen Properties, Inc. 401(k) Plan in NH ($375K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Ziccarelli & Martello 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K in assets).