401(k) · DOL Form 5500 · 2024

Zinober Diana & Monteverde PA 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
85
Participants Small participant base
38th
Percentile by assets National rank
$46,914
Avg per participant Low balance/head
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Official DOL plan name: Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust · Sponsored by Zinober Diana & Monteverde PA · Florida · Professional & Technical Services

$4M in assets, 85 participants

Zinober Diana & Monteverde PA's Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,107 in Professional & Technical Services (20,173 peers)

2024 asset change

Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust grew sharply 27.6% in 2024 ($3M → $4M) for 85 participants.

#7,107
in Professional & Technical Services (20,173 peers)
+27.6%
assets growth YoY

Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,987,695 38th percentile higher than 38% 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

Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust is a small filing (85 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 474009250 · Zinober Diana & Monteverde PA PY 2024 · 401(k)

Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust · $4M · 85 · 38th

  • PHOTO $4M
  • IND 85
  • EOY 38th
  • 5500 401(k)
  • ASSETS near Solstice Senior Living LLC 401(k) Plan
  • PCT ind #7107

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 Florida →

Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & TrustZinober Diana & Monteverde P…$4MSolstice Senior Living LLC 401(k) PlanSolstice Senior Living LLC 4…$4MJamil Packaging Corporation Profit Sharing & 401(k) PlanJamil Packaging Corporation …$4MBlue Ridge Capital Holdings Management Co., Inc. 401(k)Blue Ridge Capital Holdings …$4MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Spanish American Civic Association for Equality, Inc.Safe-Harbor 401(k) Profit Sh…$4M
End-of-year total assets ($M) among Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$862K
Employer EIN474009250
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003987695 · Participants: 85Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Solstice Senior Living LLC 401(k) Plan in CA ($4M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust grew sharply - up 27.6% during 2024, from $3M to $4M. Reported net income was $862K.
Which 401(k) plans are similar in size to Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Solstice Senior Living LLC 401(k) Plan in CA ($4M, 597 participants).
Which 401(k) plans cover a similar participant headcount to Zinober Diana & Monteverde PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants, $11M 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 474009250.

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.