401(k) · DOL Form 5500 · 2023
Law Firm of David S. Zweig 401(k) Plan
Data updated 2026-08-25
- $970K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $242,461
- Avg per participant Above avg balance/head
Official DOL plan name: Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan · Sponsored by Law Firm of David S. Zweig · California · Professional & Technical Services
$970K in assets, 4 participants
Law Firm of David S. Zweig's Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan reported $970K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,760 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan holds $970K for 4 participants - about $242,461 per participant, among the smaller plans by assets on file.
- #3,760
- in Professional & Technical Services (20,321 peers)
- +2.4%
- assets growth YoY
Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan among the smaller filed plans by assets
Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$969,842 23rd percentile higher than 23% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan reported net income fell from $158K in the plan year 2022 filing to $23K in the plan year 2023 filing.
- Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan end-of-year assets rose from $947K in the plan year 2022 filing to $970K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 330306198 · Law Firm of David S. Zweig PY 2023 · 401(k)
Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan · $970K · 4 · 23rd
- VS-ST $970K
- BOY 4
- SCH 23rd
- EBSA 401(k)
- PART near Lancaster Pet Services 401(k) Profit Sharing Plan
- TYPE ind #3760
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 California →
Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $947K |
|---|---|
| Net Assets (End of Year) | $970K |
| Net Income | $23K |
| Employer EIN | 330306198 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Law Firm of David S. Zweig)
Sponsor-wide plan assets over time
All Law Firm of David S. Zweig plans reported in each filing year
- Latest sponsor-wide plan assets
- $866K 8.603048454764082% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $947K |
| 2023 | 1 | 4 | $970K |
| 2024 | 1 | 4 | $866K |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Lancaster Pet Services 401(k) Profit Sharing Plan in OH ($970K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($970K here).
- Lancaster Pet Services 401(k) Profit Sharing Plan (OH) $970K · 18
- Ken's Body Shop, Inc. 401(k) Plan (NY) $970K · 17
- C&h Excavation, LLC 401(k) Plan (CO) $970K · 40
- Malec Inc. 401(k) Plan (ME) $970K · 2
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.