Zions Bancorporation 401(k) match, vesting and fees
What Zions Bancorporation's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Ernst & Young LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 104 defined-contribution plans in finance and insurance with 10,000 to 49,999 participants.
| Zions Bancorporation: employer contribution per participant | $3,953 | |
| Peer median | $3,632 |
| Zions Bancorporation: average balance | $145,189 | |
| Peer median | $158,797 |
| Zions Bancorporation: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.04% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.7B at the end of plan year 2023 to $1.9B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 14,957 | $1.9B | $51.3M | $3,953 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 14,506 | $1.7B | $61.2M | $4,662 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Zions Bancorporation match 401(k) contributions?
The match terms for the Zions Bancorporation, N.A. Payshelter 401k and Employee Stock Ownership Plan have not been published from its filing yet. The plan year 2024 filing reports $51.3M in employer contributions, about $3,953 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Zions Bancorporation 401(k) match vested?
The vesting schedule for the Zions Bancorporation, N.A. Payshelter 401k and Employee Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Zions Bancorporation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Zions Bancorporation, National Association.
I left Zions Bancorporation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Zions Bancorporation, National Association, (801) 844-7600) or the recordkeeper, Fidelity Investments Institutional. The Zions Bancorporation old 401(k) page lists the contacts from every plan filing. Find an old Zions Bancorporation 401(k)
Data from the public Form 5500 annual reports Zions Bancorporation filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Zions Bancorporation. Not financial advice. Report a correction · Methodology