401(k) · DOL Form 5500 · 2024
Ziegler Companies Retirement Savings Plan
Data updated 2026-05-15
- $6M
- Total assets
- 335
- Participants
- 45th
- Percentile by assets
- $17,928
- Avg per participant
Sponsored by Ziegler Companies · Ohio · Retail Trade
What the 2024 filing shows
Ziegler Companies Retirement Savings Plan holds $6M for 335 participants - about $17,928 per participant, in the lower half of filed plans by assets, down 13.6% over the 2024 plan year.
- $6M
- total plan assets (2024 EOY)
- 335
- covered participants
- 45th
- percentile by assets (of 116,472 plans)
- $17,928
- avg assets per participant
The plan reported a net loss of $931K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) · DOL Form 5500 · 2024
What the Filing Says About Ziegler Companies Retirement Savings Plan
Ziegler Companies Retirement Savings Plan is a 401(k) retirement plan sponsored by Ziegler Companies, headquartered in Ohio. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 335 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 340636150, and the plan has been effective since 1997-11-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $7M at the beginning of 2024 to $6M at year-end - down 13.6%. Net assets (after liabilities) closed the year at $6M, with reported net income of -$931K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Ziegler Companies has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $6M to $6M, a decline of 6.4%, while reported participants moved from 358 to 335 (-6.4%). The strongest year on file by total sponsor assets was 2023 at $7M; the softest was 2024 at $6M. Year-by-year, sponsor-wide filings show: 2022 - $6M in assets across 1 plan covering 358 participants; 2023 - $7M in assets across 1 plan covering 358 participants; 2024 - $6M in assets across 1 plan covering 335 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Ziegler Companies Retirement Savings Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Total Assets (End of Year) | $6M |
| Net Assets (End of Year) | $6M |
| Net Income | -$931K |
| Plan Type | 401(k) |
| Employer EIN | 340636150 |
| Plan Effective Date | 1997-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ziegler Companies)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 358 | $6M |
| 2023 | 1 | 358 | $7M |
| 2024 | 1 | 335 | $6M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- Parker Retirement Savings Plan $9.0B · 26,315
Frequently Asked Questions
How much money is in the Ziegler Companies Retirement Savings Plan? ▼
What type of plan is Ziegler Companies Retirement Savings Plan? ▼
Who sponsors the Ziegler Companies Retirement Savings Plan? ▼
How did Ziegler Companies Retirement Savings Plan perform in 2024? ▼
What this filing means
Ways to act on Ziegler Companies Retirement Savings Plan's numbers.
- By total assets, Ziegler Companies Retirement Savings Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Ziegler Companies's sponsor-wide assets have declined 6.4% since 2022 across 3 plan years on file. More Retail Trade plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 340636150.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.