401(k) · DOL Form 5500 · 2024

Zealth, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
294
Participants Below avg headcount
60th
Percentile by assets National rank
$42,062
Avg per participant Low balance/head
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Official DOL plan name: Notable 401(k) Plan · Sponsored by Zealth, Inc. · California · Professional & Technical Services

$12M in assets, 294 participants

Zealth, Inc.'s Notable 401(k) Plan reported $12M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,893 in Professional & Technical Services (20,173 peers)

Coverage in California

Notable 401(k) Plan covers 294 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $12M.

#11,893
in Professional & Technical Services (20,173 peers)
+74.2%
assets growth YoY

Notable 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$12,366,085 Top 40% higher than 60% 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

Notable 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. Notable 401(k) Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Notable 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Notable 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Notable 401(k) Plan reported participants rose from 218 in the plan year 2023 filing to 294 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 821290020 · Zealth, Inc. PY 2024 · 401(k)

Notable 401(k) Plan · $12M · 294 · 60th

  • EBSA $12M
  • EBSA 294
  • EBSA 60th
  • EBSA 401(k)
  • EBSA near International Franchise Association 401(k) Profit Sharing Plan
  • EBSA ind #11893

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 California →

Notable 401(k) Plan in the asset neighbourhood

Notable 401(k) Plan$12MInternational Franchise Association 401(k) Profit Sharing PlanInternational Franchise Asso…$12MSommer Udall Law Firm 401(k) Profit Sharing PlanSommer Udall Law Firm 401(k)…$12MMiles It Company 401(k) Plan$12MWayne Davis Concrete Co. 401(k) Retirement and Profit Sharing PlanWayne Davis Concrete Co. 401…$12M
End-of-year total assets ($M) among Notable 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$12M
Net Income$5M
Employer EIN821290020
Plan Effective Date2018-05-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Zealth, Inc.)

Sponsor-wide plan assets over time

All Zealth, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 74.16996595779443% vs 2023
2024 filing year
$6M$8M$10M$12M$14M 20232024 $7.1M $12.4M ▲ +74.2%
Year Plans Participants Total Assets
2023 1 218 $7M
2024 1 294 $12M

Nearby 401(k) Plans in California

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

Notable 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Notable 401(k) Plan, Total assets ($B): 0.012366085 · Participants: 294Notable 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
Notable 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Notable 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is International Franchise Association 401(k) Profit Sharing Plan in DC ($12M); by covered participants it is Topographic Om, Inc. Retirement Plan in TX (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Notable 401(k) Plan assets move in 2024? ▼
Notable 401(k) Plan surged - up 74.2% during 2024, from $7M to $12M. Reported net income was $5M.
How have Zealth, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Zealth, Inc.'s sponsor-wide assets grew 74.2%, from $7M to $12M.
Which 401(k) plans are similar in size to Notable 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is International Franchise Association 401(k) Profit Sharing Plan in DC ($12M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Notable 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Topographic Om, Inc. Retirement Plan in TX (294 participants, $21M 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 821290020.

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.