Profit Sharing · DOL Form 5500 · 2024

Zelos, Inc. Profit Sharing Plan

Data updated 2026-08-25

$336K
Total assets Small plan by assets
7
Participants Small participant base
14th
Percentile by assets National rank
$47,937
Avg per participant Low balance/head
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Official DOL plan name: Zelos, Inc. Retirement Plan · Sponsored by Zelos, Inc. · Texas · Other Services

$336K in assets, 7 participants

Zelos, Inc.'s Zelos, Inc. Retirement Plan reported $336K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,389 in Other Services (7,719 peers)

Zelos, Inc. multi-year trail

Zelos, Inc.'s plans moved +17.7% in assets from 2022 to 2024; this filing shows Zelos, Inc. Retirement Plan at $336K / 7 participants.

#2,389
in Other Services (7,719 peers)
+11.6%
assets growth YoY

Zelos, Inc. Retirement Plan among the smaller filed plans by assets

Zelos, Inc. Retirement Plan vs every filed plan by assets

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

$335,556 14th percentile higher than 14% 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

Zelos, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zelos, Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zelos, Inc. Retirement Plan reported net income rose from $15K in the plan year 2023 filing to $35K in the plan year 2024 filing.
  • Zelos, Inc. Retirement Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Zelos, Inc. Retirement Plan end-of-year assets rose from $301K in the plan year 2023 filing to $336K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 900829888 · Zelos, Inc. PY 2024 · Profit Sharing

Zelos, Inc. Retirement Plan · $336K · 7 · 14th

  • EBSA $336K
  • EBSA 7
  • EBSA 14th
  • EBSA Profit Sharing
  • EBSA near E. Diaz Schroeder Retirement Plan
  • EBSA ind #2389

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 Other Services retirement plans → · Plans in Texas →

Zelos, Inc. Retirement Plan in the asset neighbourhood

Zelos, Inc. Retirement Plan$336KE. Diaz Schroeder Retirement PlanE. Diaz Schroeder Retirement…$336KAmh Striping Inc. Retirement PlanAmh Striping Inc. Retirement…$336KJbonash Corporation Profit Sharing PlanJbonash Corporation Profit S…$335KSiabb Inc. Retirement Plan$336K
End-of-year total assets ($M) among Zelos, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Zelos, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Zelos, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$336K 17.673298054769447% vs 2022
2024 filing year
$0.28M$0.3M$0.32M$0.34M$0.36M 202220232024 $0.29M $0.34M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 9 $285K
2023 1 8 $301K
2024 1 7 $336K

Zelos, Inc. filing trail (2024)

Total Assets (Beginning of Year)$301K
Net Assets (End of Year)$336K
Net Income$35K
Employer EIN900829888
Plan Effective Date2012-04-26
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Zelos, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Zelos, Inc. Retirement Plan, Total assets ($B): 0.000335556 · Participants: 7Zelos, Inc. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Zelos, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Zelos, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is E. Diaz Schroeder Retirement Plan in PR ($336K); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($336K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Zelos, Inc. Retirement Plan assets move in 2024?
Zelos, Inc. Retirement Plan grew at a solid clip - up 11.6% during 2024, from $301K to $336K. Reported net income was $35K.
How have Zelos, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Zelos, Inc.'s sponsor-wide assets grew 17.7%, from $285K to $336K.
Where does Zelos, Inc. Retirement Plan rank by assets among Form 5500 filers?
Zelos, Inc. Retirement Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Zelos, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is E. Diaz Schroeder Retirement Plan in PR ($336K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Zelos, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K in assets).