401(k) · DOL Form 5500 · 2024

Zick Business Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
29th
Percentile by assets National rank
$196,572
Avg per participant Above avg balance/head
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Official DOL plan name: Zick Business Advisors, Inc. Safe Harbor 401(k) · Sponsored by Zick Business Advisors, Inc. · Colorado · Professional & Technical Services

$2M in assets, 10 participants

Zick Business Advisors, Inc.'s Zick Business Advisors, Inc. Safe Harbor 401(k) reported $2M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,039 in Professional & Technical Services (20,173 peers)

2024 asset change

Zick Business Advisors, Inc. Safe Harbor 401(k) grew sharply 21.4% in 2024 ($2M → $2M) for 10 participants.

#5,039
in Professional & Technical Services (20,173 peers)
+21.4%
assets growth YoY

Zick Business Advisors, Inc. Safe Harbor 401(k) among the smaller filed plans by assets

Zick Business Advisors, Inc. Safe Harbor 401(k) vs every filed plan by assets

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

$1,965,716 29th percentile higher than 29% 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

Zick Business Advisors, Inc. Safe Harbor 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zick Business Advisors, Inc. Safe Harbor 401(k) is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zick Business Advisors, Inc. Safe Harbor 401(k) reported participants rose from 8 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Zick Business Advisors, Inc. Safe Harbor 401(k) end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Zick Business Advisors, Inc. Safe Harbor 401(k) reported net income rose from $316K in the plan year 2023 filing to $347K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 840625486 · Zick Business Advisors, Inc. PY 2024 · 401(k)

Zick Business Advisors, Inc. Safe Harbor 401(k) · $2M · 10 · 29th

  • EIN $2M
  • RANK 10
  • PHOTO 29th
  • IND 401(k)
  • EOY near Fopiano & Sullivan, LLC 401(k) Plan
  • 5500 ind #5039

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Zick Business Advisors, Inc. Safe Harbor 401(k) in the asset neighbourhood

Zick Business Advisors, Inc. Safe Harbor 401(k)Zick Business Advisors, Inc.…$2MFopiano & Sullivan, LLC 401(k) PlanFopiano & Sullivan, LLC 401(…$2MGold Crest Distributing Retirement Savings PlanGold Crest Distributing Reti…$2MPreferred Land Title, LLC 401(k) PlanPreferred Land Title, LLC 40…$2MKeller Industrial Products, Inc. 401(k) Profit Sharing PlanKeller Industrial Products, …$2M
End-of-year total assets ($M) among Zick Business Advisors, Inc. Safe Harbor 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Zick Business Advisors, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Zick Business Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.7669511472339354% vs 2022
2024 filing year
$1.95M$2M$2.05M$2.1M 202220232024 $2M $1.97M ▼ -1.5%
Year Plans Participants Total Assets
2022 2 13 $2M
2023 2 15 $2M
2024 1 10 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$347K
Employer EIN840625486
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Zick Business Advisors, Inc. Safe Harbor 401(k) vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Zick Business Advisors, Inc. Safe Harbor 401(k), Total assets ($B): 0.001965716 · Participants: 10Zick Business Advisors, Inc. Safe Harbor 401(k)Davita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Zick Business Advisors, Inc. Safe Harbor 401(k) vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Zick Business Advisors, Inc. Safe Harbor 401(k) side-by-side with 3 peers →

Zick Business Advisors, Inc. Safe Harbor 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Fopiano & Sullivan, LLC 401(k) Plan in MA ($2M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Zick Business Advisors, Inc. Safe Harbor 401(k) assets move in 2024? ▼
Zick Business Advisors, Inc. Safe Harbor 401(k) grew sharply - up 21.4% during 2024, from $2M to $2M. Reported net income was $347K.
How have Zick Business Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zick Business Advisors, Inc.'s sponsor-wide assets declined 1.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Zick Business Advisors, Inc. Safe Harbor 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Fopiano & Sullivan, LLC 401(k) Plan in MA ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Zick Business Advisors, Inc. Safe Harbor 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A 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 840625486.

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.