ESOP · DOL Form 5500 · 2022

Zwr Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
266
Participants Below avg headcount
36th
Percentile by assets National rank
$8,910
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Zwr Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Zwr Holdings, Inc. · North Carolina · Manufacturing

$2M in assets, 266 participants

Zwr Holdings, Inc.'s Zwr Holdings, Inc. Employee Stock Ownership Plan reported $2M in total assets and 266 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.

  • #4,101 in Manufacturing (20,602 peers)

Coverage in North Carolina

Zwr Holdings, Inc. Employee Stock Ownership Plan covers 266 participants in North Carolina, about 32% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#4,101
in Manufacturing (20,602 peers)
+5.3%
assets growth YoY

Zwr Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Zwr Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,370,140 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

Zwr Holdings, Inc. 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. Zwr Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (266 participants).

Published 5500 schedule card

Filing strip 874084767 · Zwr Holdings, Inc. PY 2022 · ESOP

Zwr Holdings, Inc. Employee Stock Ownership Plan · $2M · 266 · 36th

  • PART $2M
  • PART 266
  • PART 36th
  • PART ESOP
  • PART near Charles M. Salter Associates, Inc. Employee Stock Ownership Plan
  • PART ind #4101

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 North Carolina →

Zwr Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Q-Med Employee Stock Ownership PlanQ-Med Employee Stock Ownersh…$2MZwr Holdings, Inc. Employee Stock Ownership PlanZwr Holdings, Inc. Employee …$2MCharles M. Salter Associates, Inc. Employee Stock Ownership PlanCharles M. Salter Associates…$2MFhsi Employee Stock Ownership PlanFhsi Employee Stock Ownershi…$2MFlemington Department Store, Inc. Employee Stock Ownership PlanFlemington Department Store,…$2M
End-of-year total assets ($M) among Zwr Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$61M
Net Income$716K
Employer EIN874084767
Plan Effective Date2021-08-16
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Zwr Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Zwr Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00237014 · Participants: 266Zwr Holdings, Inc. Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Zwr Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Zwr Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Charles M. Salter Associates, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Sc&h Group, Inc. Employee Stock Ownership Plan in MD (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Zwr Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Zwr Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.3% during 2022, from $2M to $2M. Reported net income was $716K.
Which ESOP plans are similar in size to Zwr Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Charles M. Salter Associates, Inc. Employee Stock Ownership Plan in CA ($2M, 46 participants).
Which ESOP plans cover a similar participant headcount to Zwr Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sc&h Group, Inc. Employee Stock Ownership Plan in MD (266 participants, $42M 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 874084767.

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.