Plan Ledger DOL Form 5500 · updated monthly

Zumiez Inc401(k)

Z.I.P. · LYNWOOD, WA · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Zumiez Inc reported $180,063 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $442 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.38% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 265th-largest of 1,714 plans among Washington employers on file, and the 536th of 5,215 in retail trade. In 2024, employees put in $6.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$64,869,688
Participants with balances2,037
Active participants1,590
Employer contributions$702,000
Employee contributions$4,493,900
Employer contribution per active participant$442
Average account balance$31,846
Benefits paid to participants$7,266,761
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.9M · 2,037 accts · $702K emplr
2023$58.2M · $500K emplr
2022$47.5M · 2,137 accts · $680K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$180,063
Total administrative$180,063
The Zumiez Inc 401(k) match · 2024
Employer contribution per active participant$442
Median for plans this size$3,635
2024$442 per active participant
2022$442 per active participant

Zumiez Inc's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Recordkeeping$217,558
ZUMIEZ INC$53,728

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$180,063 · 0.29%
2023$203,336 · 0.38%
2022$200,816 · 0.38%
Same employer
Similar plansRetail Trade · Washington
Yoke's Foods, Inc. WA$95.9M · 0.00%
Rosauers Supermarkets, Inc. WA$84.3M · 0.21%
Ben Bridge Jeweler, Inc. WA$68.3M · 0.21%
Bowflex Inc. WA$60.6M · 0.15%
Urm Stores, Inc. WA$58.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911040022 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.