Profit Sharing · DOL Form 5500 · 2024

Zaana, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 3
Participants Small participant base: 33rd
Percentile by assets National rank: $951,561
Avg per participant High balance/head

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Official DOL plan name: Zaana, Inc. Profit Sharing Plan · Sponsored by Zaana, Inc. · Texas · Wholesale Trade

$3M in assets, 3 participants

Zaana, Inc.'s Zaana, Inc. Profit Sharing Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

#1,368 in Wholesale Trade (6,080 peers)

Zaana, Inc. multi-year trail

Zaana, Inc.'s plans moved +30.8% in assets from 2022 to 2024; this filing shows Zaana, Inc. Profit Sharing Plan at $3M / 3 participants.

#1,368
in Wholesale Trade (6,080 peers): +16.4%
assets growth YoY

Zaana, Inc. Profit Sharing Plan among the smaller filed plans by assets

Zaana, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,854,683 33rd percentile higher than 33% 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

Zaana, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zaana, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Zaana, Inc. Profit Sharing Plan reported net income rose from $271K in the plan year 2023 filing to $401K in the plan year 2024 filing.
Zaana, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 271566650 · Zaana, Inc. PY 2024 · Profit Sharing

Zaana, Inc. Profit Sharing Plan · $3M · 3 · 33rd

BOOK $3M
VS-ST 3
BOY 33rd
SCH Profit Sharing
EBSA near Capitol Carton Profit Sharing Plan
PART ind #1368

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 Wholesale Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Zaana, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Zaana, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 30.820341499628807% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$2M
2023	1	3	$2M
2024	1	3	$3M

Zaana, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$401K
Employer EIN	271566650
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Zaana, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Baylor College of Medicine Retirement Plan $2.0B · 10,721
H-E-B Partner Stock Plan $1.6B · 103,962
The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069

Compare Zaana, Inc. Profit Sharing Plan side-by-side with 3 peers →

Zaana, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Capitol Carton Profit Sharing Plan in IL ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Capitol Carton Profit Sharing Plan (IL) $3M · 4
Western Grinding Service, Inc., Profit Sharing Plan (CA) $3M · 4
Steel Traders Shipping, Ltd. Profit Sharing Plan (VA) $3M · 6
Dr. Ravi Gupta, Inc. Pension Plan (CA) $3M · 6

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Dick & Jane, Inc. Profit Sharing Plan & Trust (CO) 3 · 0 off
Amm Restaurant Corp. Retirement Plan (MO) 3 · 0 off
Ansonics Money Purchase Plan (OR) 3 · 0 off
Bdm Mortgage Services, Inc. Profit Sharing Plan (CA) 3 · 0 off

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 Zaana, Inc. Profit Sharing Plan assets move in 2024? ▼

Zaana, Inc. Profit Sharing Plan grew sharply - up 16.4% during 2024, from $2M to $3M. Reported net income was $401K.

How have Zaana, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Zaana, Inc.'s sponsor-wide assets grew 30.8%, from $2M to $3M.

Which Profit Sharing plans are similar in size to Zaana, Inc. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Capitol Carton Profit Sharing Plan in IL ($3M, 4 participants).

Which Profit Sharing plans cover a similar participant headcount to Zaana, Inc. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 271566650.