Profit Sharing · DOL Form 5500 · 2024

Roger Zatkoff Company Profit Sharing Plan

Data updated 2026-07-24

$170M
Total assets: 183
Participants: 94th
Percentile by assets: $927,233
Avg per participant

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.

94th percentile by assets (of 116,472 plans)

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 ~632 per filing). Assets: $170M.

$170M
total plan assets (2024 EOY): 183
covered participants: 94th
percentile by assets (of 116,472 plans): $927,233
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Michigan

Industry

Wholesale Trade

Participants vs Michigan filers

In Michigan, the average filing covers about 632 participants across 3,963 plans. Roger Zatkoff Company Employees' Profit Sharing Retirement Plan reports 183 participants - about 29% of that state average ($170M EOY assets).

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)

Total plan assets by year, all Roger Zatkoff Company plans on file

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.

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants

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

Compare Roger Zatkoff Company Employees' Profit … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Roger Zatkoff Company Employees' Profit Sharing Retirement Plan by total assets, not by location.

Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund (IL) $172M · 792
Local 550 Annuity Plan (MA) $173M · 783
Southern Ohio Medical Center Retirement Savings Program (OH) $173M · 3,112
St. Lawrence Health System 403(b) Retirement Plan (NY) $173M · 2,152

Frequently Asked Questions

How did Roger Zatkoff Company Employees' Profit Sharing Retirement Plan assets move in 2024? ▼

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan grew at a solid clip - up 14.5% during 2024, from $148M to $170M. Reported net income was $22M.

How have Roger Zatkoff Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Roger Zatkoff Company's sponsor-wide assets grew 35.0%, from $126M to $170M.

Where does Roger Zatkoff Company Employees' Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼

Roger Zatkoff Company Employees' Profit Sharing Retirement Plan ranks in the 94th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Roger Zatkoff Company Employees' Profit Sharing Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund in IL ($172M, 792 participants).

Next read for Roger Zatkoff Company Employees' Profit …

Filing takeaways

Ways to act on Roger Zatkoff Company Employees' Profit Sharing Retirement Plan's numbers.

By total assets, Roger Zatkoff Company Employees' Profit Sharing Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Michigan. Compare plans
Roger Zatkoff Company's sponsor-wide assets have grown 35.0% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 381683798.

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.