401(k) · DOL Form 5500 · 2024

Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers

Data updated 2026-05-15

$3M
Total assets
51
Participants
34th
Percentile by assets
$58,802
Avg per participant

Sponsored by Zalk Josephs Fabricators, L.L.C. · Wisconsin · Manufacturing

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, down 4.3% over the 2024 plan year.

$3M
total plan assets (2024 EOY)
51
covered participants
34th
percentile by assets (of 116,472 plans)
$58,802
avg assets per participant

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.

State
Industry
Manufacturing

401(k) · DOL Form 5500 · 2024

What the Filing Says About Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers

Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers is a 401(k) retirement plan sponsored by Zalk Josephs Fabricators, L.L.C., headquartered in Wisconsin. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 51 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 364143037, and the plan has been effective since 1988-02-16. Its filing status is currently FILING RECEIVED.

Year over year, total assets edged down modestly from $3M at the beginning of 2024 to $3M at year-end - down 4.3%. Net assets (after liabilities) closed the year at $3M, with reported net income of -$135K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years Zalk Josephs Fabricators, L.L.C. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $3M to $3M, a gain of 7.4%, while reported participants moved from 46 to 51 (+10.9%). The strongest year on file by total sponsor assets was 2023 at $3M; the softest was 2022 at $3M. Year-by-year, sponsor-wide filings show: 2022 - $3M in assets across 1 plan covering 46 participants; 2023 - $3M in assets across 1 plan covering 46 participants; 2024 - $3M in assets across 1 plan covering 51 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2024)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income-$135K
Plan Type401(k)
Employer EIN364143037
Plan Effective Date1988-02-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Zalk Josephs Fabricators, L.L.C.)

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.

Frequently Asked Questions

How much money is in the Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers?
As of the 2024 Form 5500 filing, Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers holds $3M in total assets with 51 participants. It is sponsored by Zalk Josephs Fabricators, L.L.C..
What type of plan is Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers?
Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers is a 401(k) plan. It has been effective since 1988-02-16. The plan is filed with the U.S. Department of Labor under EIN 364143037.
Who sponsors the Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers?
Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers is sponsored by Zalk Josephs Fabricators, L.L.C., located in Wisconsin. The sponsor's EIN is 364143037 and the plan operates in the Manufacturing industry.
How did Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers perform in 2024?
Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers edged down modestly - down 4.3% during 2024, moving from $3M to $3M in total assets. Net income was -$135K.

What this filing means

Ways to act on Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers's numbers.

  • By total assets, Zalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of Ironworkers ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Zalk Josephs Fabricators, L.L.C.'s sponsor-wide assets have grown 7.4% since 2022 across 3 plan years on file. More Manufacturing plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 364143037.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.