401(k) · DOL Form 5500 · 2024

Ivan S. Zackheim 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
N/A
Participants Small participant base
41st
Percentile by assets National rank
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Official DOL plan name: Ivan S. Zackheim 401(k) Profit Sharing Plan · Sponsored by Ivan S. Zackheim · Oregon · Professional & Technical Services

$5M in assets, N/A participants

Ivan S. Zackheim's Ivan S. Zackheim 401(k) Profit Sharing Plan reported $5M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,758 in Professional & Technical Services (20,173 peers)

Ivan S. Zackheim multi-year trail

Ivan S. Zackheim's plans moved +95.3% in assets from 2022 to 2024; this filing shows Ivan S. Zackheim 401(k) Profit Sharing Plan at $5M / N/A participants.

#7,758
in Professional & Technical Services (20,173 peers)
+25.9%
assets growth YoY

Ivan S. Zackheim 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ivan S. Zackheim 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,740,393 41st percentile higher than 41% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ivan S. Zackheim 401(k) Profit Sharing Plan reported participants fell from 2 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • Ivan S. Zackheim 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $976K in the plan year 2024 filing.
  • Ivan S. Zackheim 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930938104 · Ivan S. Zackheim PY 2024 · 401(k)

Ivan S. Zackheim 401(k) Profit Sharing Plan · $5M · N/A · 41st

  • NET $5M
  • BOOK N/A
  • VS-ST 41st
  • BOY 401(k)
  • SCH near Agencyone Group Inc 401(k)
  • EBSA ind #7758

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 Oregon →

Ivan S. Zackheim 401(k) Profit Sharing Plan in the asset neighbourhood

Ivan S. Zackheim 401(k) Profit Sharing PlanIvan S. Zackheim 401(k) Prof…$5MAgencyone Group Inc 401(k)$5MBurford Distributing 401(k) PlanBurford Distributing 401(k) …$5MGrand Central, Inc. 401(k) Retirement PlanGrand Central, Inc. 401(k) R…$5MRn Staff Dba Rehability Care 401(k) PlanRn Staff Dba Rehability Care…$5M
End-of-year total assets ($M) among Ivan S. Zackheim 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ivan S. Zackheim multi-year asset trail

Sponsor-wide plan assets over time

All Ivan S. Zackheim plans reported in each filing year

Latest sponsor-wide plan assets
$5M 95.27824224605737% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.43M $4.74M ▲ +95.1%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $4M
2024 1 N/A $5M

Ivan S. Zackheim filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$976K
Employer EIN930938104
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Ivan S. Zackheim 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Ivan S. Zackheim 401(k) Profit Sharing Plan, Total assets ($B): 0.004740393 · Participants: 0Ivan S. Zackheim 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Ivan S. Zackheim 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Ivan S. Zackheim 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ivan S. Zackheim 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by assets

Outside Oregon, the nearest 401(k) by end-of-year assets is Agencyone Group Inc 401(k) in WA at $5M (this filing: $5M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

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 Ivan S. Zackheim 401(k) Profit Sharing Plan assets move in 2024? ▼
Ivan S. Zackheim 401(k) Profit Sharing Plan grew sharply - up 25.9% during 2024, from $4M to $5M. Reported net income was $976K.
How have Ivan S. Zackheim plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivan S. Zackheim's sponsor-wide assets grew 95.3%, from $2M to $5M.
Which 401(k) plans are similar in size to Ivan S. Zackheim 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agencyone Group Inc 401(k) in WA ($5M, 4 participants).

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 930938104.

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.