ESOP · DOL Form 5500 · 2022

Zugara Inc. ESOP

Data updated 2026-08-25

$221K
Total assets Small plan by assets
N/A
Participants Small participant base
11th
Percentile by assets National rank
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Official DOL plan name: Zugara Inc. Employee Stock Ownership Plan · Sponsored by Zugara Inc. · California · Professional & Technical Services

$221K in assets, N/A participants

Zugara Inc.'s Zugara Inc. Employee Stock Ownership Plan reported $221K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #2,004 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Zugara Inc. Employee Stock Ownership Plan holds $221K for N/A participants, among the smaller plans by assets on file.

#2,004
in Professional & Technical Services (21,562 peers)
+0.0%
assets growth YoY

Zugara Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Zugara Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$221,278 11th percentile higher than 11% of 139,123 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 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 954846507 · Zugara Inc. PY 2022 · ESOP

Zugara Inc. Employee Stock Ownership Plan · $221K · N/A · 11th

  • EBSA $221K
  • EBSA N/A
  • EBSA 11th
  • EBSA ESOP
  • EBSA near Lotus Gardenscapes, Inc. Employee Stock Ownership Plan
  • EBSA ind #2004

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 What is an ESOP? → · Plans in California →

Zugara Inc. Employee Stock Ownership Plan in the asset neighbourhood

Zugara Inc. Employee Stock Ownership PlanZugara Inc. Employee Stock O…$221KLotus Gardenscapes, Inc. Employee Stock Ownership PlanLotus Gardenscapes, Inc. Emp…$218KPatriot Security, Inc. Employee Stock Ownership PlanPatriot Security, Inc. Emplo…$217KMall City Containers, Inc. Employee Stock Ownership PlanMall City Containers, Inc. E…$217KCardinal Claim Service, Inc. Employees Stock Ownership PlanCardinal Claim Service, Inc.…$215K
End-of-year total assets ($M) among Zugara Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$221K
Net Assets (End of Year)$221K
Employer EIN954846507
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zugara Inc.)

Sponsor-wide plan assets over time

All Zugara Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$221K 0% vs 2022
2024 filing year
$0.22M 202220232024 $0.22M $0.22M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 N/A $221K
2023 1 N/A $221K
2024 1 N/A $221K

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Zugara Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Zugara Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000221278 · Participants: 0Zugara Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Zugara Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Zugara Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside California, the nearest ESOP by end-of-year assets is Lotus Gardenscapes, Inc. Employee Stock Ownership Plan in MI at $218K (this filing: $221K).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zugara Inc. Employee Stock Ownership Plan assets move in 2022?
Zugara Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2022, from $221K to $221K.
How have Zugara Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Zugara Inc.'s sponsor-wide assets grew 0.0%, from $221K to $221K.
Where does Zugara Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Zugara Inc. Employee Stock Ownership Plan ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Zugara Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Lotus Gardenscapes, Inc. Employee Stock Ownership Plan in MI ($218K, 28 participants).