401(k) · DOL Form 5500 · 2024
Zalk Josephs Fabricators, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 51
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $58,802
- Avg per participant Low balance/head
Official DOL plan name: Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers · Sponsored by Zalk Josephs Fabricators, L.L.C. · Wisconsin · Manufacturing
$3M in assets, 51 participants
Zalk Josephs Fabricators, L.L.C.'s Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers reported $3M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #3,142 in Manufacturing (17,777 peers)
What the 2024 filing shows
Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers holds $3M for 51 participants - about $58,802 per participant, in the lower half of filed plans by assets.
- #3,142
- in Manufacturing (17,777 peers)
- -4.3%
- assets change YoY
The plan reported a net loss of $135K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers's mid-pack asset rank among Manufacturing and all filers
Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,998,880 34th percentile higher than 34% 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
Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers is a small filing (51 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers reported net income fell from $342K in the plan year 2023 filing to -$135K in the plan year 2024 filing.
- Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers reported participants rose from 46 in the plan year 2023 filing to 51 in the plan year 2024 filing.
- Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 364143037 · Zalk Josephs Fabricators, L.L.C. PY 2024 · 401(k)
Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers · $3M · 51 · 34th
- BOY $3M
- BOY 51
- BOY 34th
- BOY 401(k)
- BOY near Davis-Paul Management Group 401(k) Profit Sharing Plan
- BOY ind #3142
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 Manufacturing retirement plans → · Plans in Wisconsin →
Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$135K |
| Employer EIN | 364143037 |
| Plan Effective Date | 1988-02-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zalk Josephs Fabricators, L.L.C.)
Sponsor-wide plan assets over time
All Zalk Josephs Fabricators, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 7.423978105981094% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 46 | $3M |
| 2023 | 1 | 46 | $3M |
| 2024 | 1 | 51 | $3M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Davis-Paul Management Group 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (51 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.