ESOP · DOL Form 5500 · 2023

Zepnick Solutions, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
46
Participants Small participant base
71st
Percentile by assets National rank
$394,743
Avg per participant High balance/head
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Official DOL plan name: Zsi Employee Stock Ownership Plan · Sponsored by Zepnick Solutions, Inc. · Wisconsin · Professional & Technical Services

$18M in assets, 46 participants

Zepnick Solutions, Inc.'s Zsi Employee Stock Ownership Plan reported $18M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,306 in Professional & Technical Services (20,321 peers)

Zepnick Solutions, Inc. multi-year trail

Zepnick Solutions, Inc.'s plans moved -77.0% in assets from 2022 to 2024; this filing shows Zsi Employee Stock Ownership Plan at $18M / 46 participants.

#14,306
in Professional & Technical Services (20,321 peers)
+10.4%
assets growth YoY

Zsi Employee Stock Ownership Plan's outsized position by total assets

Zsi Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,158,170 Top 29% higher than 71% of 127,068 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 2023

Zsi Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zsi Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zsi Employee Stock Ownership Plan reported participants fell from 53 in the plan year 2022 filing to 46 in the plan year 2023 filing.
  • Zsi Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Zsi Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391986647 · Zepnick Solutions, Inc. PY 2023 · ESOP

Zsi Employee Stock Ownership Plan · $18M · 46 · 71st

  • VS-ST $18M
  • VS-ST 46
  • VS-ST 71st
  • VS-ST ESOP
  • VS-ST near Asi Commercial Roofing & Maintenance Inc. Employee Stock Ownership Plan
  • VS-ST ind #14306

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 Wisconsin →

Zsi Employee Stock Ownership Plan in the asset neighbourhood

Financial Statement Services, Inc. Employee Stock Ownership Plan and TrustFinancial Statement Services…$18MOlson Precast Company Employee Stock Ownership PlanOlson Precast Company Employ…$18MZsi Employee Stock Ownership PlanZsi Employee Stock Ownership…$18MAsi Commercial Roofing & Maintenance Inc. Employee Stock Ownership PlanAsi Commercial Roofing & Mai…$18MInternational Computer Appliances Corporation ESOP and TrustInternational Computer Appli…$18M
End-of-year total assets ($M) among Zsi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Zepnick Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Zepnick Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 77.00671113596154% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $16.5M $3.78M ▼ -77.0%
Year Plans Participants Total Assets
2022 1 53 $16M
2023 1 46 $18M
2024 1 43 $4M

Zepnick Solutions, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN391986647
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.

Zsi Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Zsi Employee Stock Ownership Plan, Total assets ($B): 0.01815817 · Participants: 46Zsi Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Zsi Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Zsi Employee Stock Ownership Plan side-by-side with 3 peers →

Zsi Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Asi Commercial Roofing & Maintenance Inc. Employee Stock Ownership Plan in OH ($18M); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zsi Employee Stock Ownership Plan assets move in 2023? ▼
Zsi Employee Stock Ownership Plan grew at a solid clip - up 10.4% during 2023, from $16M to $18M. Reported net income was $2M.
How have Zepnick Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zepnick Solutions, Inc.'s sponsor-wide assets declined 77.0%, from $16M to $4M.
Which ESOP plans are similar in size to Zsi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Asi Commercial Roofing & Maintenance Inc. Employee Stock Ownership Plan in OH ($18M, 64 participants).
Which ESOP plans cover a similar participant headcount to Zsi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391986647.

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.