Profit Sharing · DOL Form 5500 · 2024
Roger Zatkoff Company Profit Sharing Plan
Data updated 2026-08-25
- $170M
- Total assets Near avg plan size
- 183
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $927,233
- Avg per participant High balance/head
Official DOL plan name: Roger Zatkoff Company Employees' Profit Sharing Retirement Plan · Sponsored by Roger Zatkoff Company · Michigan · Wholesale Trade
$170M in assets, 183 participants
Roger Zatkoff Company's Roger Zatkoff Company Employees' Profit Sharing Retirement Plan reported $170M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #5,774 in Wholesale Trade (6,080 peers)
Coverage in Michigan
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan covers 183 participants in Michigan, about 29% of the average Michigan filer (state average ~638 per filing). Assets: $170M.
- #5,774
- in Wholesale Trade (6,080 peers)
- +14.5%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan's outsized position by total assets
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$169,683,649 Top 6% higher than 94% 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
Roger Zatkoff Company Employees' Profit Sharing 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. Roger Zatkoff Company Employees' Profit Sharing Retirement Plan sits mid-pack in the medium band (183 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roger Zatkoff Company Employees' Profit Sharing Retirement Plan end-of-year assets rose from $148M in the plan year 2023 filing to $170M in the plan year 2024 filing.
- Roger Zatkoff Company Employees' Profit Sharing Retirement Plan reported net income fell from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Roger Zatkoff Company Employees' Profit Sharing Retirement Plan reported participants rose from 180 in the plan year 2023 filing to 183 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 381683798 · Roger Zatkoff Company PY 2024 · Profit Sharing
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan · $170M · 183 · 94th
- RANK $170M
- RANK 183
- RANK 94th
- RANK Profit Sharing
- RANK near Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund
- RANK ind #5774
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 Wholesale Trade retirement plans → · Plans in Michigan →
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | $22M |
| Employer EIN | 381683798 |
| Plan Effective Date | 1969-03-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roger Zatkoff Company)
Sponsor-wide plan assets over time
All Roger Zatkoff Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $170M 35.02549633654136% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 174 | $126M |
| 2023 | 1 | 180 | $148M |
| 2024 | 1 | 183 | $170M |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.8B · 13,461
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $340M · 1,472
- Iron Workers Defined Contribution Pension Fund Plan $232M · 5,319
- NECA-IBEW Memphis Retirement Plan $230M · 2,755
- Plumbers and Pipefitters Local Union 520 Annuity Plan $220M · 1,639
Roger Zatkoff Company Employees' Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund in IL ($172M); by covered participants it is Webster Memorial Hospital 403b Plan in WV (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($170M here).
- Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund (IL) $172M · 792
- Greenwich Hospital Retirement and Savings Plan (CT) $173M · 2,233
- Local 550 Annuity Plan (MA) $173M · 783
- Southern Ohio Medical Center Retirement Savings Program (OH) $173M · 3,112
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Webster Memorial Hospital 403b Plan (WV) 183 · 0 off
- Joseph Holt Plastering, Inc. 401(k) Profit Sharing Plan (CA) 183 · 0 off
- Foundant Technologies 401(k) Plan (MT) 183 · 0 off
- Pacific Science Center Retirement Plan (WA) 183 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.