ESOP · DOL Form 5500 · 2023
Zepnick Solutions, Inc. ESOP
Data updated 2026-08-11
- $18M
- Total assets
- 46
- Participants
- 71st
- Percentile by assets
- $394,743
- Avg per participant
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.
- 71st percentile by assets (of 127,072 plans)
- #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.
- $18M
- total plan assets (2023 EOY)
- 46
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $394,743
- avg assets per participant
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.
Zepnick Solutions, Inc. across 3 plan years on file
Across the 3 plan years Zepnick Solutions, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $4M, a decline of 77.0%, while reported participants moved from 53 to 43 (-18.9%). Peak year by sponsor assets: 2023 ($18M); trough: 2024 ($4M).
Zepnick Solutions, Inc. multi-year asset trail
| 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 EIN | 391986647 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING 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
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Zsi Employee Stock Ownership Plan by total assets, not by location.
- Asi Commercial Roofing & Maintenance Inc. Employee Stock Ownership Plan (OH) $18M · 64
- International Computer Appliances Corporation ESOP and Trust (MN) $18M · 96
- Olson Precast Company Employee Stock Ownership Plan (NV) $18M · 75
- Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust (CA) $18M · 203
Frequently Asked Questions
How did Zsi Employee Stock Ownership Plan assets move in 2023? ▼
How have Zepnick Solutions, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Zsi Employee Stock Ownership Plan? ▼
Next read for Zsi Employee Stock Ownership Plan
Multi-year trail
Ways to act on Zsi Employee Stock Ownership Plan's numbers.
- By total assets, Zsi Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Zepnick Solutions, Inc.'s sponsor-wide assets have declined 77.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans