Department of Labor filing

CHAN ZUCKERBERG INITIATIVE, LLC

CHAN ZUCKERBERG INITIATIVE, LLC RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 29, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

99filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$21,710

Reported employer contributions per active participant.

Higher than about 100% of comparable plans

#People in the filing

524

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$5 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 97% of comparable plans

↗Investment performance

Not available

Plan assets changed 29.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202499out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions100th percentileTypical peer $3,106 · based on 1,380 comparable plans

Lower reported administrative expense97th percentileTypical peer $113 · based on 1,398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CHAN ZUCKERBERG INITIATIVE, LLC reported $11,376,293 in employer contributions across the plan and 524 active participants. That works out to $21,710 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy65%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 13.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 94.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context99/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $11,376,293
Participant contributions: $13,174,282
Other contributions: $1,888,174
Employer share of reported contributions: 46.3%
Beginning assets: $129,287,408
Ending assets: $167,367,468
Ending net assets: $167,367,468
Ending liabilities: $0
Total income: $47,752,392
Total expenses: $9,672,332
Administrative expenses: $4,010
Participant loans: $934,847

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$19,149

2023

$24,115

2024

$21,710

Plan-paid administrative expenses per participant

2022

$98

2023

2024

Active participants

2022

594

2023

520

2024

524

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$21,710	524	167.4M	20250729161916NAL0003101233001
2023	$24,115	520	129.3M	20240830121644NAL0023835840001
2022	$19,149	594	88M	20231005121442NAL0013465587001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 810903867-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2018
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2S2T3B2E2F2G2J3H3D2K

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250729161916NAL0003101233001

Data sourceDOL Form 5500 bulk data ↗

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