ESOP · DOL Form 5500 · 2023

Zmac Transportation Solutions, LLC ESOP

Data updated 2026-08-11

$828K
Total assets
87
Participants
22nd
Percentile by assets
$9,516
Avg per participant
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Official DOL plan name: Zmac Transportation Solutions, LLC Employee Stock Ownership Plan · Sponsored by Zmac Transportation Solutions, LLC · Wisconsin · Transportation & Warehousing

$828K in assets, 87 participants

Zmac Transportation Solutions, LLC's Zmac Transportation Solutions, LLC Employee Stock Ownership Plan reported $828K in total assets and 87 participants in its 2023 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.

  • 22nd percentile by assets (of 127,072 plans)
  • #758 in Transportation & Warehousing (3,362 peers)

2023 asset change

Zmac Transportation Solutions, LLC Employee Stock Ownership Plan grew at a solid clip 12.9% in 2023 ($734K → $828K) for 87 participants.

$828K
total plan assets (2023 EOY)
87
covered participants
22nd
percentile by assets (of 127,072 plans)
$9,516
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zmac Transportation Solutions, LLC Employee Stock Ownership Plan reported participants rose from 70 in the plan year 2022 filing to 87 in the plan year 2023 filing.
  • Zmac Transportation Solutions, LLC Employee Stock Ownership Plan end-of-year assets rose from $734K in the plan year 2022 filing to $828K in the plan year 2023 filing.

See the national 2022→2023 release diff →

2023 asset move for Zmac Transportation Solutions, LLC Employee Stock Ownership Plan

Year over year, total assets grew at a solid clip from $734K at the start of 2023 to $828K at year-end (up 12.9%). Net assets closed at $813K; reported net income $94K.

Zmac Transportation Solutions, LLC years around the 2023 move

$0.7M$0.75M$0.8M$0.85M 202220232024 $0.73M $0.8M ▲ +9.6%
Total plan assets by year, all Zmac Transportation Solutions, LLC plans on file
Year Plans Participants Total Assets
2022 1 70 $734K
2023 1 87 $828K
2024 1 91 $804K

2023 asset-move particulars

Total Assets (Beginning of Year)$734K
Net Assets (End of Year)$813K
Net Income$94K
Employer EIN272919323
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Zmac Transportation Solutions, LLC Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Zmac Transportation Solutions, LLC Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Zmac Transportation …Schreiber Foods, Inc…Woodman's Employees'…Ki Employee Stock Ow…Trachte Building Sys…Wausau Supply Compan…
Zmac Transportation Solutions, LLC Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Zmac Transportation Solutions, LLC Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Zmac Transportation Solutions, LLC Employee Stock Ownership Plan assets move in 2023?
Zmac Transportation Solutions, LLC Employee Stock Ownership Plan grew at a solid clip - up 12.9% during 2023, from $734K to $828K. Reported net income was $94K.
How have Zmac Transportation Solutions, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Zmac Transportation Solutions, LLC's sponsor-wide assets grew 9.7%, from $734K to $804K.
Where does Zmac Transportation Solutions, LLC Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Zmac Transportation Solutions, LLC Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Zmac Transportation Solutions, LLC Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Mary's Tack & Feed Employee Stock Ownership Plan in CA ($827K, 42 participants).

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2023 change

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