Other · DOL Form 5500 · 2024
Zepf Center Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 451
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $50,457
- Avg per participant Low balance/head
Official DOL plan name: Zepf Center Retirement Savings Plan · Sponsored by Zepf Center · Ohio · Other Services
$23M in assets, 451 participants
Zepf Center's Zepf Center Retirement Savings Plan reported $23M in total assets and 451 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,582 in Other Services (7,719 peers)
Zepf Center multi-year trail
Zepf Center's plans moved +12.7% in assets from 2022 to 2024; this filing shows Zepf Center Retirement Savings Plan at $23M / 451 participants.
- #6,582
- in Other Services (7,719 peers)
- +8.6%
- assets growth YoY
Zepf Center Retirement Savings Plan's outsized position by total assets
Zepf Center Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,755,974 Top 27% higher than 73% 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
Zepf Center Retirement Savings 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. Zepf Center Retirement Savings Plan sits mid-pack in the medium band (451 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zepf Center Retirement Savings Plan reported net income rose from $756K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Zepf Center Retirement Savings Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Zepf Center Retirement Savings Plan reported participants fell from 463 in the plan year 2023 filing to 451 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 341168947 · Zepf Center PY 2024 · Other
Zepf Center Retirement Savings Plan · $23M · 451 · 73rd
- EBSA $23M
- EBSA 451
- EBSA 73rd
- EBSA Other
- EBSA near Kennebec Behavioral Health 403(b) Plan
- EBSA ind #6582
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 Ohio →
Zepf Center Retirement Savings Plan in the asset neighbourhood
Zepf Center multi-year asset trail
Sponsor-wide plan assets over time
All Zepf Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 12.684481062265874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 461 | $20M |
| 2023 | 1 | 463 | $21M |
| 2024 | 1 | 451 | $23M |
Zepf Center filing trail (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 341168947 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Zepf Center Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Kennebec Behavioral Health 403(b) Plan in ME ($23M); by covered participants it is Authoracare Collective 403(b) Retirement Savings Plan in NC (451 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (451 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.