Other · DOL Form 5500 · 2022

Zwr Holdings, Inc. Employee Stock Ownership Plan

Data updated 2026-05-15

$2M
Total assets
266
Participants
36th
Percentile by assets
$8,910
Avg per participant

Sponsored by Zwr Holdings, Inc. · North Carolina · Manufacturing

What the 2022 filing shows

Zwr Holdings, Inc. Employee Stock Ownership Plan holds $2M for 266 participants - about $8,910 per participant, in the lower half of filed plans by assets, up 5.3% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
266
covered participants
36th
percentile by assets (of 139,258 plans)
$8,910
avg assets per participant
Industry
Manufacturing

Other · DOL Form 5500 · 2022

What the Filing Says About Zwr Holdings, Inc. Employee Stock Ownership Plan

Zwr Holdings, Inc. Employee Stock Ownership Plan is an Other retirement plan sponsored by Zwr Holdings, Inc., headquartered in North Carolina. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 266 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 874084767, and the plan has been effective since 2021-08-16. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $2M at the beginning of 2022 to $2M at year-end - up 5.3%. Net assets (after liabilities) closed the year at -$61M, with reported net income of $716K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Zwr Holdings, Inc. Employee Stock Ownership Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2022)

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

Nearby Other Plans in North Carolina

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

Frequently Asked Questions

How much money is in the Zwr Holdings, Inc. Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Zwr Holdings, Inc. Employee Stock Ownership Plan holds $2M in total assets with 266 participants. It is sponsored by Zwr Holdings, Inc..
What type of plan is Zwr Holdings, Inc. Employee Stock Ownership Plan?
Zwr Holdings, Inc. Employee Stock Ownership Plan is an Other plan. It has been effective since 2021-08-16. The plan is filed with the U.S. Department of Labor under EIN 874084767.
Who sponsors the Zwr Holdings, Inc. Employee Stock Ownership Plan?
Zwr Holdings, Inc. Employee Stock Ownership Plan is sponsored by Zwr Holdings, Inc., located in North Carolina. The sponsor's EIN is 874084767 and the plan operates in the Manufacturing industry.
How did Zwr Holdings, Inc. Employee Stock Ownership Plan perform in 2022?
Zwr Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.3% during 2022, moving from $2M to $2M in total assets. Net income was $716K.

What this filing means

Ways to act on Zwr Holdings, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Zwr Holdings, Inc. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
  • An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.