401(k) · DOL Form 5500 · 2024

ZEFR 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
166
Participants Small participant base
67th
Percentile by assets National rank
$103,594
Avg per participant Below avg balance/head
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Official DOL plan name: Zefr 401(k) Plan · Sponsored by ZEFR · California · Information & Media

$17M in assets, 166 participants

ZEFR's Zefr 401(k) Plan reported $17M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,599 in Information & Media (2,822 peers)

Coverage in California

Zefr 401(k) Plan covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $17M.

#1,599
in Information & Media (2,822 peers)
+30.9%
assets growth YoY

Zefr 401(k) Plan's outsized position by total assets

Zefr 401(k) Plan vs every filed plan by assets

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

$17,196,609 Top 33% higher than 67% 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

Zefr 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. Zefr 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zefr 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Zefr 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Zefr 401(k) Plan reported participants fell from 176 in the plan year 2023 filing to 166 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 943458703 · ZEFR PY 2024 · 401(k)

Zefr 401(k) Plan · $17M · 166 · 67th

  • EBSA $17M
  • EBSA 166
  • EBSA 67th
  • EBSA 401(k)
  • EBSA near Guernsey, Inc. 401(k) Plan
  • EBSA ind #1599

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 Information & Media retirement plans → · Plans in California →

Zefr 401(k) Plan in the asset neighbourhood

Zefr 401(k) Plan$17MGuernsey, Inc. 401(k) Plan$17MWeaver Leather LLC. Profit Sharing PlanWeaver Leather LLC. Profit S…$17MPbs Aso, LLC Retirement Plan$17MZausmer, P.C. 401(k) Savings PlanZausmer, P.C. 401(k) Savings…$17M
End-of-year total assets ($M) among Zefr 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN943458703
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ZEFR)

Sponsor-wide plan assets over time

All ZEFR plans reported in each filing year

Latest sponsor-wide plan assets
$17M 96.34308540244967% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.76M $17.2M ▲ +96.3%
Year Plans Participants Total Assets
2022 1 136 $9M
2023 1 176 $13M
2024 1 166 $17M

Nearby 401(k) Plans in California

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

Zefr 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Zefr 401(k) Plan, Total assets ($B): 0.017196609 · Participants: 166Zefr 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Zefr 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Zefr 401(k) Plan side-by-side with 3 peers →

Zefr 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Guernsey, Inc. 401(k) Plan in VA ($17M); by covered participants it is Mcree Ford, Inc. Retirement Savings Plan in TX (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Zefr 401(k) Plan assets move in 2024? ▼
Zefr 401(k) Plan surged - up 30.9% during 2024, from $13M to $17M. Reported net income was $4M.
How have ZEFR plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ZEFR's sponsor-wide assets grew 96.3%, from $9M to $17M.
Which 401(k) plans are similar in size to Zefr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guernsey, Inc. 401(k) Plan in VA ($17M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Zefr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcree Ford, Inc. Retirement Savings Plan in TX (166 participants, $10M 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 943458703.

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.