401(k) · DOL Form 5500 · 2024
Zywave, Inc. 401(k) Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 658
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $100,269
- Avg per participant Below avg balance/head
Official DOL plan name: Zywave 401(k) Plan · Sponsored by Zywave, Inc. · Wisconsin · Professional & Technical Services
$66M in assets, 658 participants
Zywave, Inc.'s Zywave 401(k) Plan reported $66M in total assets and 658 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #17,762 in Professional & Technical Services (20,173 peers)
Where Zywave 401(k) Plan sits by assets
Zywave 401(k) Plan sits in the top quartile of all filed plans by assets, $66M for 658 participants (~$100,269/participant), up 15.2% in 2024.
- #17,762
- in Professional & Technical Services (20,173 peers)
- +15.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Zywave 401(k) Plan's outsized position by total assets
Zywave 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$65,977,101 Top 13% higher than 87% 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
Zywave 401(k) 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. Zywave 401(k) Plan sits mid-pack in the medium band (658 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zywave 401(k) Plan reported participants fell from 892 in the plan year 2023 filing to 658 in the plan year 2024 filing.
- Zywave 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Zywave 401(k) Plan end-of-year assets rose from $57M in the plan year 2023 filing to $66M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391810743 · Zywave, Inc. PY 2024 · 401(k)
Zywave 401(k) Plan · $66M · 658 · 87th
- RANK $66M
- RANK 658
- RANK 87th
- RANK 401(k)
- RANK near Industrial Service Solutions 401(k) Plan
- RANK ind #17762
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 Wisconsin →
Zywave 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $9M |
| Employer EIN | 391810743 |
| Plan Effective Date | 2013-11-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zywave, Inc.)
Sponsor-wide plan assets over time
All Zywave, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 41.03840680051325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 840 | $47M |
| 2023 | 1 | 892 | $57M |
| 2024 | 1 | 658 | $66M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Zywave 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Industrial Service Solutions 401(k) Plan in TX ($66M); by covered participants it is Franklin Corporation 401(k) Plan in MS (658 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Industrial Service Solutions 401(k) Plan (TX) $66M · 2,104
- Rallye Motor Company 401(k) Plan (NY) $66M · 469
- Godbersen-Smith Construction Company 401(k) Profit Sharing Plan (IA) $66M · 597
- Lidestri Foods, Inc. 401(k) Plan (NY) $66M · 994
Similar participant headcount
Nearest other-state filings by covered participants (658 participants); asset peers above are excluded.
- Franklin Corporation 401(k) Plan (MS) 658 · 0 off
- Salem Five 401(k) Retirement Plan (MA) 658 · 0 off
- Kls Martin L.P. 401(k) Salary Reduction Plan & Trust (FL) 658 · 0 off
- On Top of the World Communities, LLC 401(k) Plan (FL) 658 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.