401(k) · DOL Form 5500 · 2024
Law Firm of David S. Zweig 401(k) Plan
Data updated 2026-08-25
- $866K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $216,436
- 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
$866K 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 $866K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,431 in Professional & Technical Services (20,173 peers)
2024 asset change
Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan pulled back noticeably 10.7% in 2024 ($970K → $866K) for 4 participants.
- #3,431
- in Professional & Technical Services (20,173 peers)
- -10.7%
- assets change YoY
The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$865,743 22nd percentile higher than 22% 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
Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing 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. 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 2023 → plan year 2024
- Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan reported net income fell from $23K in the plan year 2023 filing to -$104K in the plan year 2024 filing.
- Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan end-of-year assets fell from $970K in the plan year 2023 filing to $866K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 330306198 · Law Firm of David S. Zweig PY 2024 · 401(k)
Law Firm of David S. Zweig, Cross-Tested 401(k) Profit Sharing Plan · $866K · 4 · 22nd
- EBSA $866K
- EBSA 4
- EBSA 22nd
- EBSA 401(k)
- EBSA near Big M Auto Supply Limited 401(k) Plan
- EBSA ind #3431
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
Law Firm of David S. Zweig years around the 2024 move
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 |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $970K |
|---|---|
| Net Assets (End of Year) | $866K |
| Net Income | -$104K |
| Employer EIN | 330306198 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
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 Big M Auto Supply Limited 401(k) Plan in TX ($866K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($866K here).
- Big M Auto Supply Limited 401(k) Plan (TX) $866K · 26
- Onward Manufacturing 401(k) Plan (IN) $866K · 111
- 4f Investments, Inc. 401(k) Profit Sharing Plan (WI) $866K · 1
- Bleecker Financial Group Retirement Plan (TX) $865K · 4
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.