ESOP · DOL Form 5500 · 2022
Wamtones, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $31,826
- Avg per participant Low balance/head
Official DOL plan name: Zia Record Exchange Employee Stock Ownership Plan · Sponsored by Wamtones, Inc. · Arizona · Retail Trade
$4M in assets, 115 participants
Wamtones, Inc.'s Zia Record Exchange Employee Stock Ownership Plan reported $4M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #5,110 in Retail Trade (9,519 peers)
Coverage in Arizona
Zia Record Exchange Employee Stock Ownership Plan covers 115 participants in Arizona, about 20% of the average Arizona filer (state average ~564 per filing). Assets: $4M.
- #5,110
- in Retail Trade (9,519 peers)
- +22.8%
- assets growth YoY
Zia Record Exchange Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
Zia Record Exchange Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,660,000 44th percentile higher than 44% 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
Zia Record Exchange Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zia Record Exchange Employee Stock Ownership Plan sits mid-pack in the medium band (115 participants).
DOL schedule card
Filing strip 860998725 · Wamtones, Inc. PY 2022 · ESOP
Zia Record Exchange Employee Stock Ownership Plan · $4M · 115 · 44th
- NET $4M
- BOOK 115
- VS-ST 44th
- BOY ESOP
- SCH near Lullabot, Inc. Employee Stock Ownership Plan
- EBSA ind #5110
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 Arizona →
Zia Record Exchange Employee Stock Ownership Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | -$2M |
| Net Income | $822K |
| Employer EIN | 860998725 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wamtones, Inc.)
Sponsor-wide plan assets over time
All Wamtones, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 81.74054644808744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $4M |
| 2023 | 1 | 118 | $5M |
| 2024 | 1 | 126 | $7M |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
Zia Record Exchange Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Lullabot, Inc. Employee Stock Ownership Plan in RI ($4M); by covered participants it is Rose & Kiernan Emp Stock Ownership Pl & Tr in NY (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 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.