401(k) · DOL Form 5500 · 2024

Ziff Brothers Investments, L.L.C. 401(k) Plan

Data updated 2026-08-25

$245M
Total assets Near avg plan size
186
Participants Below avg headcount
95th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zbi Multiple Employer 401(k) Retirement Plan · Sponsored by Ziff Brothers Investments, L.L.C. · New York · Finance & Insurance

$245M in assets, 186 participants

Ziff Brothers Investments, L.L.C.'s Zbi Multiple Employer 401(k) Retirement Plan reported $245M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,863 in Finance & Insurance (8,549 peers)

Coverage in New York

Zbi Multiple Employer 401(k) Retirement Plan covers 186 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $245M.

#7,863
in Finance & Insurance (8,549 peers)
+11.7%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Zbi Multiple Employer 401(k) Retirement Plan's outsized position by total assets

Zbi Multiple Employer 401(k) Retirement Plan vs every filed plan by assets

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

$244,817,979 Top 5% higher than 95% 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

Zbi Multiple Employer 401(k) Retirement 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. Zbi Multiple Employer 401(k) Retirement Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zbi Multiple Employer 401(k) Retirement Plan reported net income fell from $31M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Zbi Multiple Employer 401(k) Retirement Plan end-of-year assets rose from $219M in the plan year 2023 filing to $245M in the plan year 2024 filing.
  • Zbi Multiple Employer 401(k) Retirement Plan reported participants rose from 184 in the plan year 2023 filing to 186 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133810050 · Ziff Brothers Investments, L.L.C. PY 2024 · 401(k)

Zbi Multiple Employer 401(k) Retirement Plan · $245M · 186 · 95th

  • IND $245M
  • EOY 186
  • 5500 95th
  • ASSETS 401(k)
  • PCT near Jmb Realty Corporation Employees Savings Plan
  • EIN ind #7863

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 Finance & Insurance retirement plans → · Plans in New York →

Zbi Multiple Employer 401(k) Retirement Plan in the asset neighbourhood

Kajima U.S.a. Inc. 401(k) and Profit Sharing PlanKajima U.S.a. Inc. 401(k) an…$245MJmb Realty Corporation Employees Savings PlanJmb Realty Corporation Emplo…$245MZbi Multiple Employer 401(k) Retirement PlanZbi Multiple Employer 401(k)…$245MRothman Institute 401(k) Profit Sharing PlanRothman Institute 401(k) Pro…$245MGojo Retirement Savings Plan$245M
End-of-year total assets ($M) among Zbi Multiple Employer 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$219M
Net Assets (End of Year)$245M
Net Income$26M
Employer EIN133810050
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ziff Brothers Investments, L.L.C.)

Sponsor-wide plan assets over time

All Ziff Brothers Investments, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$245M 29.810289301707137% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $189M $245M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 166 $189M
2023 1 184 $219M
2024 1 186 $245M

Nearby 401(k) Plans in New York

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

Zbi Multiple Employer 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Zbi Multiple Employer 401(k) Retirement Plan, Total assets ($B): 0.244817979 · Participants: 186Zbi Multiple Employer 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Zbi Multiple Employer 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Zbi Multiple Employer 401(k) Retirement Plan side-by-side with 3 peers →

Zbi Multiple Employer 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jmb Realty Corporation Employees Savings Plan in IL ($245M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($245M here).

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Zbi Multiple Employer 401(k) Retirement Plan assets move in 2024? ▼
Zbi Multiple Employer 401(k) Retirement Plan grew at a solid clip - up 11.7% during 2024, from $219M to $245M. Reported net income was $26M.
How have Ziff Brothers Investments, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ziff Brothers Investments, L.L.C.'s sponsor-wide assets grew 29.8%, from $189M to $245M.
Where does Zbi Multiple Employer 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Zbi Multiple Employer 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Zbi Multiple Employer 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jmb Realty Corporation Employees Savings Plan in IL ($245M, 722 participants).
Which 401(k) plans cover a similar participant headcount to Zbi Multiple Employer 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Recovery Unplugged 401(k) Plan in FL (186 participants, $859K 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 133810050.

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.