401(k) · DOL Form 5500 · 2024
Zoe Holding Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 2,198
- Participants Above avg headcount
- 41st
- Percentile by assets National rank
- $2,103
- Avg per participant Low balance/head
Official DOL plan name: Zoe Holding Company, Inc 401(k) Plan · Sponsored by Zoe Holding Company, Inc. · Arizona · Administrative & Support Services
$5M in assets, 2,198 participants
Zoe Holding Company, Inc.'s Zoe Holding Company, Inc 401(k) Plan reported $5M in total assets and 2,198 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #2,782 in Administrative & Support Services (4,368 peers)
Coverage in Arizona
Zoe Holding Company, Inc 401(k) Plan covers 2,198 participants in Arizona, 3.9x the typical Arizona plan (state average ~564 per filing). Assets: $5M.
- #2,782
- in Administrative & Support Services (4,368 peers)
- +0.7%
- assets growth YoY
Zoe Holding Company, Inc 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers
Zoe Holding Company, Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,621,818 41st percentile higher than 41% 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
Zoe Holding Company, Inc 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zoe Holding Company, Inc 401(k) Plan lands in the large band (2,198 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zoe Holding Company, Inc 401(k) Plan reported net income rose from -$120K in the plan year 2023 filing to $30K in the plan year 2024 filing.
- Zoe Holding Company, Inc 401(k) Plan reported participants fell from 2,509 in the plan year 2023 filing to 2,198 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860929639 · Zoe Holding Company, Inc. PY 2024 · 401(k)
Zoe Holding Company, Inc 401(k) Plan · $5M · 2,198 · 41st
- EIN $5M
- RANK 2,198
- PHOTO 41st
- IND 401(k)
- EOY near Three Crosses Regional Hospital, LLC 401(k) Plan
- 5500 ind #2782
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 Administrative & Support Services retirement plans → · Plans in Arizona →
Zoe Holding Company, Inc 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $30K |
| Employer EIN | 860929639 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zoe Holding Company, Inc.)
Sponsor-wide plan assets over time
All Zoe Holding Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 1.9212894781294114% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,188 | $5M |
| 2023 | 1 | 2,509 | $5M |
| 2024 | 1 | 2,198 | $5M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Zoe Holding Company, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Three Crosses Regional Hospital, LLC 401(k) Plan in NM ($5M); by covered participants it is Roadsafe Traffic Systems, Inc. 401(k) Plan in IL (2,198 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 (2,198 participants); asset peers above are excluded.
- Roadsafe Traffic Systems, Inc. 401(k) Plan (IL) 2,198 · 0 off
- Pioneer Natural Resources USA, Inc. 401(k) and Matching Plan (TX) 2,198 · 0 off
- Williams International Results Based Pension Plan (MI) 2,198 · 0 off
- Alliance Laundry Systems Capital Appreciation Plan (WI) 2,199 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.