How big is ALZO, Inc.'s plan?

ALZO, Inc.'s plan reported $16.7M in assets and 36 participants for 2025.

Original filing (PDF)20260505094312NAL0001548898001

ALZO, Inc.

Name: ALZO, Inc. — ALZO, Inc. Pension Trust, Form 5500 (2025)
Creator: ALZO, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALZO, Inc. Pension Trust

Defined-contribution retirement plan · ALZO, Inc.'s ALZO, Inc. Pension Trust held $16.7M in plan assets for 36 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

People on this filing

Carolyn Zofchak signed ALZO, Inc.'s 2025 Form 5500 as plan administrator.

Carolyn Zofchak — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ALZO, Inc.'s EIN is 22-2035493.

EIN 22-2035493

Plan number 001

Plan year 2025

ACK ID 20260505094312NAL0001548898001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ALZO, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ALZO, Inc.'s plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALZO, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ALZO, INC.

EIN

all filings

Address

650 JERNEE MILL ROAD · SAYREVILLE, NJ · 08872

Phone

(732) 254-1901

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-05

Pension benefit codes

2C · Money purchase (other than target benefit)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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