ESOP · DOL Form 5500 · 2022
Zick Business Advisors, Inc. ESOP
Data updated 2026-08-25
- $729K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $121,524
- Avg per participant Near avg balance/head
Official DOL plan name: Zick Business Advisors, Inc. ESOP · Sponsored by Zick Business Advisors, Inc. · Colorado · Professional & Technical Services
$729K in assets, 6 participants
Zick Business Advisors, Inc.'s Zick Business Advisors, Inc. ESOP reported $729K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,868 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Zick Business Advisors, Inc. ESOP holds $729K for 6 participants - about $121,524 per participant, among the smaller plans by assets on file.
- #3,868
- in Professional & Technical Services (21,562 peers)
- +6.0%
- assets growth YoY
Zick Business Advisors, Inc. ESOP among the smaller filed plans by assets
Zick Business Advisors, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$729,144 22nd percentile higher than 22% 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
Zick Business Advisors, Inc. ESOP among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zick Business Advisors, Inc. ESOP is a micro filing (6 participants), the leftmost band.
DOL schedule card
Filing strip 840625486 · Zick Business Advisors, Inc. PY 2022 · ESOP
Zick Business Advisors, Inc. ESOP · $729K · 6 · 22nd
- BOOK $729K
- VS-ST 6
- BOY 22nd
- SCH ESOP
- EBSA near Town & Country Group Employee Stock Ownership Plan
- PART ind #3868
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 Colorado →
Zick Business Advisors, Inc. ESOP in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $688K |
|---|---|
| Net Assets (End of Year) | $729K |
| Net Income | $42K |
| Employer EIN | 840625486 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zick Business Advisors, Inc.)
Sponsor-wide plan assets over time
All Zick Business Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 1.7669511472339354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13 | $2M |
| 2023 | 2 | 15 | $2M |
| 2024 | 1 | 10 | $2M |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $286M · 597
- Brown Strauss, Inc. Employee Stock Ownership Plan $233M · 206
- Trinidad Benham Corp. Employee Stock Ownership Plan $218M · 1,013
- Envision Management Holding, Inc. Employee Stock Ownership Plan $171M · 932
- Catamount Constructors, Inc. Employee Stock Ownership Plan $112M · 181
Zick Business Advisors, Inc. ESOP's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is Town & Country Group Employee Stock Ownership Plan in MI ($729K); by covered participants it is Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust in KS (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($729K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.