ESOP · DOL Form 5500 · 2023

Zugara Inc. ESOP

Data updated 2026-08-25

$221K
Total assets Small plan by assets
N/A
Participants Small participant base
11th
Percentile by assets National rank
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Official DOL plan name: Zugara Inc. Employee Stock Ownership Plan · Sponsored by Zugara Inc. · California · Professional & Technical Services

$221K in assets, N/A participants

Zugara Inc.'s Zugara Inc. Employee Stock Ownership Plan reported $221K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,799 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Zugara Inc. Employee Stock Ownership Plan holds $221K for N/A participants, among the smaller plans by assets on file.

#1,799
in Professional & Technical Services (20,321 peers)
+0.0%
assets growth YoY

Zugara Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Zugara Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$221,278 11th percentile higher than 11% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 954846507 · Zugara Inc. PY 2023 · ESOP

Zugara Inc. Employee Stock Ownership Plan · $221K · N/A · 11th

  • PART $221K
  • TYPE N/A
  • NET 11th
  • BOOK ESOP
  • VS-ST near Jax Mercantile Co. Employee Stock Ownership Plan
  • BOY ind #1799

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 →

Zugara Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mebs Employee Stock Ownership PlanMebs Employee Stock Ownershi…$226KZugara Inc. Employee Stock Ownership PlanZugara Inc. Employee Stock O…$221KJax Mercantile Co. Employee Stock Ownership PlanJax Mercantile Co. Employee …$220KHi-Heat Industries, Inc. Employee Stock Ownership PlanHi-Heat Industries, Inc. Emp…$220KD.K. Gnuse Legacy Employee Stock Ownership PlanD.K. Gnuse Legacy Employee S…$217K
End-of-year total assets ($M) among Zugara Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$221K
Net Assets (End of Year)$221K
Employer EIN954846507
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zugara Inc.)

Sponsor-wide plan assets over time

All Zugara Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$221K 0% vs 2022
2024 filing year
$0.22M 202220232024 $0.22M $0.22M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 N/A $221K
2023 1 N/A $221K
2024 1 N/A $221K

Nearby ESOP Plans in California

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

Zugara Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Zugara Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000221278 · Participants: 0Zugara Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Zugara Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Zugara Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Zugara Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside California, the nearest ESOP by end-of-year assets is Jax Mercantile Co. Employee Stock Ownership Plan in CO at $220K (this filing: $221K).

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 Zugara Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Zugara Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2023, from $221K to $221K.
How have Zugara Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zugara Inc.'s sponsor-wide assets grew 0.0%, from $221K to $221K.
Where does Zugara Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Zugara Inc. Employee Stock Ownership Plan ranks in the 11th 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 Zugara Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jax Mercantile Co. Employee Stock Ownership Plan in CO ($220K, 277 participants).

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 954846507.

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.