ESOP · DOL Form 5500 · 2022

Zima Holdings, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
50
Participants Small participant base
27th
Percentile by assets National rank
$24,074
Avg per participant Low balance/head
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Official DOL plan name: Zima Holdings Employee Stock Ownership Plan · Sponsored by Zima Holdings, Inc. · New York · Construction

$1M in assets, 50 participants

Zima Holdings, Inc.'s Zima Holdings Employee Stock Ownership Plan reported $1M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,395 in Construction (9,927 peers)

What the 2022 filing shows

Zima Holdings Employee Stock Ownership Plan holds $1M for 50 participants - about $24,074 per participant, in the lower half of filed plans by assets.

#2,395
in Construction (9,927 peers)
-0.4%
assets change YoY

Zima Holdings Employee Stock Ownership Plan among the smaller filed plans by assets

Zima Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$1,203,706 27th percentile higher than 27% 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

Zima Holdings 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. Zima Holdings Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

DOL schedule card

Filing strip 824032100 · Zima Holdings, Inc. PY 2022 · ESOP

Zima Holdings Employee Stock Ownership Plan · $1M · 50 · 27th

  • 5500 $1M
  • ASSETS 50
  • PCT 27th
  • EIN ESOP
  • RANK near Dcg ESOP
  • PHOTO ind #2395

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 New York →

Zima Holdings Employee Stock Ownership Plan in the asset neighbourhood

Sotherly Hotels Inc. Employee Stock Ownership PlanSotherly Hotels Inc. Employe…$1MZima Holdings Employee Stock Ownership PlanZima Holdings Employee Stock…$1MDcg ESOP$1MHydrotex Employees' Stock Ownership PlanHydrotex Employees' Stock Ow…$1MEncore Exchange Company Employee Stock Ownership PlanEncore Exchange Company Empl…$1M
End-of-year total assets ($M) among Zima Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$108K
Net Income$51K
Employer EIN824032100
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zima Holdings, Inc.)

Sponsor-wide plan assets over time

All Zima Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 4.659775725966307% vs 2022
2024 filing year
$1.1M$1.15M$1.2M$1.25M 202220232024 $1.2M $1.15M ▼ -4.2%
Year Plans Participants Total Assets
2022 1 50 $1M
2023 1 38 $1M
2024 1 27 $1M

Nearby ESOP Plans in New York

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

Zima Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Zima Holdings Employee Stock Ownership Plan, Total assets ($M): 1.203706 · Participants: 50Zima Holdings Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Zima Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Zima Holdings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Dcg ESOP in WA ($1M); by covered participants it is Crafts, Inc. Employee Stock Ownership Plan in WI (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

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 Zima Holdings Employee Stock Ownership Plan assets move in 2022?
Zima Holdings Employee Stock Ownership Plan held essentially flat - down 0.4% during 2022, from $1M to $1M. Reported net income was $51K.
How have Zima Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Zima Holdings, Inc.'s sponsor-wide assets declined 4.7%, from $1M to $1M.
Which ESOP plans are similar in size to Zima Holdings Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Dcg ESOP in WA ($1M, 76 participants).
Which ESOP plans cover a similar participant headcount to Zima Holdings Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Crafts, Inc. Employee Stock Ownership Plan in WI (50 participants, $2M in assets).