401(k) · DOL Form 5500 · 2024

Ziegler Companies 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
335
Participants Below avg headcount
45th
Percentile by assets National rank
$17,928
Avg per participant Low balance/head
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Official DOL plan name: Ziegler Companies Retirement Savings Plan · Sponsored by Ziegler Companies · Ohio · Retail Trade

$6M in assets, 335 participants

Ziegler Companies's Ziegler Companies Retirement Savings Plan reported $6M in total assets and 335 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #4,504 in Retail Trade (8,048 peers)

Coverage in Ohio

Ziegler Companies Retirement Savings Plan covers 335 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#4,504
in Retail Trade (8,048 peers)
-13.6%
assets change YoY

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.

Ziegler Companies Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Ziegler Companies Retirement Savings Plan vs every filed plan by assets

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

$6,005,877 45th percentile higher than 45% 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

Ziegler Companies Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ziegler Companies Retirement Savings Plan sits mid-pack in the medium band (335 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ziegler Companies Retirement Savings Plan reported net income fell from $457K in the plan year 2023 filing to -$931K in the plan year 2024 filing.
  • Ziegler Companies Retirement Savings Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Ziegler Companies Retirement Savings Plan reported participants fell from 358 in the plan year 2023 filing to 335 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 340636150 · Ziegler Companies PY 2024 · 401(k)

Ziegler Companies Retirement Savings Plan · $6M · 335 · 45th

  • ASSETS $6M
  • PCT 335
  • EIN 45th
  • RANK 401(k)
  • PHOTO near Govdocs, Inc. 401(k) Plan
  • IND ind #4504

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 Retail Trade retirement plans → · Plans in Ohio →

Ziegler Companies Retirement Savings Plan in the asset neighbourhood

Ziegler Companies Retirement Savings PlanZiegler Companies Retirement…$6MGovdocs, Inc. 401(k) Plan$6MStrategic Operational Solutions 401(k) PlanStrategic Operational Soluti…$6M403(b) Thrift Plan of United Neighborhood Health Services, Inc.403(b) Thrift Plan of United…$6MOcean Power Technologies, Inc. 401(k) PlanOcean Power Technologies, In…$6M
End-of-year total assets ($M) among Ziegler Companies Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$931K
Employer EIN340636150
Plan Effective Date1997-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ziegler Companies)

Sponsor-wide plan assets over time

All Ziegler Companies plans reported in each filing year

Latest sponsor-wide plan assets
$6M 6.36393712317183% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6.41M $6.01M ▼ -6.2%
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.

Ziegler Companies Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ziegler Companies Retirement Savings Plan, Total assets ($B): 0.006005877 · Participants: 335Ziegler Companies Retirement Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Ziegler Companies Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ziegler Companies Retirement Savings Plan side-by-side with 3 peers →

Ziegler Companies Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Govdocs, Inc. 401(k) Plan in MN ($6M); by covered participants it is Enstar (US) Inc. 401(k) Plan in FL (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Ziegler Companies Retirement Savings Plan assets move in 2024? ▼
Ziegler Companies Retirement Savings Plan pulled back noticeably - down 13.6% during 2024, from $7M to $6M. Reported net income was -$931K.
How have Ziegler Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ziegler Companies's sponsor-wide assets declined 6.4%, from $6M to $6M.
Which 401(k) plans are similar in size to Ziegler Companies Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Govdocs, Inc. 401(k) Plan in MN ($6M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Ziegler Companies Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enstar (US) Inc. 401(k) Plan in FL (335 participants, $134M 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 340636150.

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.