401(k) · DOL Form 5500 · 2024

Z Capital Managment LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
40
Participants Small participant base
48th
Percentile by assets National rank
$172,325
Avg per participant Above avg balance/head
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Official DOL plan name: Z Capital Managment LLC 401(k) Plan · Sponsored by Z Capital Managment LLC · New York · Finance & Insurance

$7M in assets, 40 participants

Z Capital Managment LLC's Z Capital Managment LLC 401(k) Plan reported $7M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,812 in Finance & Insurance (8,549 peers)

Z Capital Managment LLC multi-year trail

Z Capital Managment LLC's plans moved +15.3% in assets from 2022 to 2024; this filing shows Z Capital Managment LLC 401(k) Plan at $7M / 40 participants.

#2,812
in Finance & Insurance (8,549 peers)
+16.0%
assets growth YoY

Z Capital Managment LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Z Capital Managment LLC 401(k) Plan vs every filed plan by assets

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

$6,892,980 48th percentile higher than 48% 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

Z Capital Managment LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Z Capital Managment LLC 401(k) Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Z Capital Managment LLC 401(k) Plan reported net income rose from -$39K in the plan year 2023 filing to $952K in the plan year 2024 filing.
  • Z Capital Managment LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Z Capital Managment LLC 401(k) Plan reported participants fell from 41 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 261475507 · Z Capital Managment LLC PY 2024 · 401(k)

Z Capital Managment LLC 401(k) Plan · $7M · 40 · 48th

  • BOY $7M
  • BOY 40
  • BOY 48th
  • BOY 401(k)
  • BOY near Arnott Industries, Inc. Employee 401(k) Plan
  • BOY ind #2812

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 Finance & Insurance retirement plans → · Plans in New York →

Z Capital Managment LLC 401(k) Plan in the asset neighbourhood

Z Capital Managment LLC 401(k) PlanZ Capital Managment LLC 401(…$7MArnott Industries, Inc. Employee 401(k) PlanArnott Industries, Inc. Empl…$7MAscendant Program Services LLC 401(k) PlanAscendant Program Services L…$7MBernhardt & Smith Orthodontics, PC 401(k) PlanBernhardt & Smith Orthodonti…$7MStewart Manufacturing LLC 401(k) Profit Sharing PlanStewart Manufacturing LLC 40…$7M
End-of-year total assets ($M) among Z Capital Managment LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Z Capital Managment LLC multi-year asset trail

Sponsor-wide plan assets over time

All Z Capital Managment LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.255852683430899% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.98M $6.89M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 41 $6M
2023 1 41 $6M
2024 1 40 $7M

Z Capital Managment LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$952K
Employer EIN261475507
Plan Effective Date2007-01-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Z Capital Managment LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Z Capital Managment LLC 401(k) Plan, Total assets ($B): 0.00689298 · Participants: 40Z Capital Managment LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Z Capital Managment LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Z Capital Managment LLC 401(k) Plan side-by-side with 3 peers →

Z Capital Managment LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Arnott Industries, Inc. Employee 401(k) Plan in FL ($7M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Z Capital Managment LLC 401(k) Plan assets move in 2024? ▼
Z Capital Managment LLC 401(k) Plan grew sharply - up 16.0% during 2024, from $6M to $7M. Reported net income was $952K.
How have Z Capital Managment LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Z Capital Managment LLC's sponsor-wide assets grew 15.3%, from $6M to $7M.
Which 401(k) plans are similar in size to Z Capital Managment LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arnott Industries, Inc. Employee 401(k) Plan in FL ($7M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Z Capital Managment LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants, $982K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261475507.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.