ESOP · DOL Form 5500 · 2022

Zimmerman Marine, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
51
Participants Small participant base
36th
Percentile by assets National rank
$45,730
Avg per participant Low balance/head
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Official DOL plan name: Zimmerman Marine, Inc. Employee Stock Ownership Plan · Sponsored by Zimmerman Marine, Inc. · Virginia · Arts, Entertainment & Recreation

$2M in assets, 51 participants

Zimmerman Marine, Inc.'s Zimmerman Marine, Inc. Employee Stock Ownership Plan reported $2M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,726 in Arts, Entertainment & Recreation (3,077 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Zimmerman Marine, Inc. Employee Stock Ownership Plan ranks #1,726 of 3,077 2022 filers by assets (1191% of the sector average)-$2M for 51 participants.

#1,726
in Arts, Entertainment & Recreation (3,077 peers)
+13.8%
assets growth YoY

Zimmerman Marine, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Zimmerman Marine, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,332,217 36th percentile higher than 36% 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

Zimmerman Marine, Inc. 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. Zimmerman Marine, Inc. Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 541181048 · Zimmerman Marine, Inc. PY 2022 · ESOP

Zimmerman Marine, Inc. Employee Stock Ownership Plan · $2M · 51 · 36th

  • ASSETS $2M
  • ASSETS 51
  • ASSETS 36th
  • ASSETS ESOP
  • ASSETS near Intracoastal Bank Employee Stock Ownership Plan
  • ASSETS ind #1726

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 Virginia →

Zimmerman Marine, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Zimmerman Marine, Inc. Employee Stock Ownership PlanZimmerman Marine, Inc. Emplo…$2MIntracoastal Bank Employee Stock Ownership PlanIntracoastal Bank Employee S…$2MAllwest Testing & Engineering, Inc. Employee Stock Ownership PlanAllwest Testing & Engineerin…$2MDmh Electric, Inc. Employee Stock Ownership Plan and TrustDmh Electric, Inc. Employee …$2MAcropolis Technology Group Employee Stock Ownership PlanAcropolis Technology Group E…$2M
End-of-year total assets ($M) among Zimmerman Marine, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$288K
Employer EIN541181048
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zimmerman Marine, Inc.)

Sponsor-wide plan assets over time

All Zimmerman Marine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.475126456929179% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M$2.5M$2.6M 202220232024 $2.33M $2.18M ▼ -6.4%
Year Plans Participants Total Assets
2022 1 51 $2M
2023 1 59 $2M
2024 1 72 $2M

Nearby ESOP Plans in Virginia

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

Zimmerman Marine, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Zimmerman Marine, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.332217 · Participants: 51Zimmerman Marine, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Zimmerman Marine, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Zimmerman Marine, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Zimmerman Marine, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Intracoastal Bank Employee Stock Ownership Plan in FL ($2M); by covered participants it is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Zimmerman Marine, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Zimmerman Marine, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.8% during 2022, from $2M to $2M. Reported net income was $288K.
How have Zimmerman Marine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimmerman Marine, Inc.'s sponsor-wide assets declined 6.5%, from $2M to $2M.
Which ESOP plans are similar in size to Zimmerman Marine, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Intracoastal Bank Employee Stock Ownership Plan in FL ($2M, 39 participants).
Which ESOP plans cover a similar participant headcount to Zimmerman Marine, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541181048.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.