ESOP · DOL Form 5500 · 2022

Zurier Company of San Francisco, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
22
Participants Small participant base
53rd
Percentile by assets National rank
$257,956
Avg per participant Above avg balance/head
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Official DOL plan name: Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan · Sponsored by Zurier Company of San Francisco, Inc. · California · Wholesale Trade

$6M in assets, 22 participants

Zurier Company of San Francisco, Inc.'s Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan reported $6M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,838 in Wholesale Trade (6,843 peers)

2022 asset change

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan grew at a solid clip 13.0% in 2022 ($5M → $6M) for 22 participants.

#2,838
in Wholesale Trade (6,843 peers)
+13.0%
assets growth YoY

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,675,035 Top 47% higher than 53% 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

Zurier Company of San Francisco, 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. Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 943376290 · Zurier Company of San Francisco, Inc. PY 2022 · ESOP

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan · $6M · 22 · 53rd

  • ASSETS $6M
  • ASSETS 22
  • ASSETS 53rd
  • ASSETS ESOP
  • ASSETS near Small Mine Development Employee Stock Ownership Plan
  • ASSETS ind #2838

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 California →

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Zurier Company of San Francisco, Inc. Employee Stock Ownership PlanZurier Company of San Franci…$6MSmall Mine Development Employee Stock Ownership PlanSmall Mine Development Emplo…$6MCoyle Mechanical Supply, Inc. Employee Stock Ownership PlanCoyle Mechanical Supply, Inc…$6MCroxton, Elliott and Daingerfield, Inc. Employee Stock Ownership Plan and TrustCroxton, Elliott and Dainger…$6MSanibel Captiva Holdings, Inc. Employee Stock Ownership PlanSanibel Captiva Holdings, In…$6M
End-of-year total assets ($M) among Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Zurier Company of San Francisco, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Zurier Company of San Francisco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 1.3485731806059345% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $5.68M $5.6M ▼ -1.4%
Year Plans Participants Total Assets
2022 1 22 $6M
2023 2 48 $12M
2024 1 38 $6M

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income$748K
Employer EIN943376290
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005675035 · Participants: 22Zurier Company of San Francisco, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Small Mine Development Employee Stock Ownership Plan in ID ($6M); by covered participants it is Johnson County Bank Employee Stock Ownership Plan in TN (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.0% during 2022, from $5M to $6M. Reported net income was $748K.
How have Zurier Company of San Francisco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zurier Company of San Francisco, Inc.'s sponsor-wide assets declined 1.3%, from $6M to $6M.
Which ESOP plans are similar in size to Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Small Mine Development Employee Stock Ownership Plan in ID ($6M, 401 participants).
Which ESOP plans cover a similar participant headcount to Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Johnson County Bank Employee Stock Ownership Plan in TN (22 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 943376290.

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.