ESOP · DOL Form 5500 · 2022
Zepnick Solutions, Inc. ESOP
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 53
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $310,284
- Avg per participant High balance/head
Official DOL plan name: Zsi Employee Stock Ownership Plan · Sponsored by Zepnick Solutions, Inc. · Wisconsin · Professional & Technical Services
$16M in assets, 53 participants
Zepnick Solutions, Inc.'s Zsi Employee Stock Ownership Plan reported $16M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,933 in Professional & Technical Services (21,562 peers)
Zepnick Solutions, Inc. multi-year trail
Zepnick Solutions, Inc.'s plans moved -77.0% in assets from 2022 to 2024; this filing shows Zsi Employee Stock Ownership Plan at $16M / 53 participants.
- #15,933
- in Professional & Technical Services (21,562 peers)
- +10.7%
- assets growth YoY
Zsi Employee Stock Ownership Plan's outsized position by total assets
Zsi Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,445,055 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Zsi Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zsi Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 391986647 · Zepnick Solutions, Inc. PY 2022 · ESOP
Zsi Employee Stock Ownership Plan · $16M · 53 · 74th
- PCT $16M
- PCT 53
- PCT 74th
- PCT ESOP
- PCT near Fit Technologies, Inc. Employee Stock Ownership Plan
- PCT ind #15933
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 Wisconsin →
Zsi Employee Stock Ownership Plan in the asset neighbourhood
Zepnick Solutions, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Zepnick Solutions, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 77.00671113596154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $16M |
| 2023 | 1 | 46 | $18M |
| 2024 | 1 | 43 | $4M |
Zepnick Solutions, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 391986647 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Zsi Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Fit Technologies, Inc. Employee Stock Ownership Plan in OH ($16M); by covered participants it is Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.
- Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan (MN) 53 · 0 off
- Harman Construction, Inc. Employee Stock Ownership Plan (VA) 53 · 0 off
- South Georgia Medical Holdings, Inc. Employee Stock Ownership Plan (GA) 53 · 0 off
- Oates Associates, Inc. Employee Stock Ownership Plan (IL) 53 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.