ESOP · DOL Form 5500 · 2023

Zwr Holdings, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
255
Participants Below avg headcount
56th
Percentile by assets National rank
$34,510
Avg per participant Low balance/head
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Official DOL plan name: Zwr Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Zwr Holdings, Inc. · North Carolina · Manufacturing

$9M in assets, 255 participants

Zwr Holdings, Inc.'s Zwr Holdings, Inc. Employee Stock Ownership Plan reported $9M in total assets and 255 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #7,746 in Manufacturing (18,722 peers)

Coverage in North Carolina

Zwr Holdings, Inc. Employee Stock Ownership Plan covers 255 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#7,746
in Manufacturing (18,722 peers)
+271.3%
assets growth YoY

Zwr Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Zwr Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,800,110 Top 44% higher than 56% 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

Zwr Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zwr Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zwr Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $716K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Zwr Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Zwr Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 266 in the plan year 2022 filing to 255 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 872041238 · Zwr Holdings, Inc. PY 2023 · ESOP

Zwr Holdings, Inc. Employee Stock Ownership Plan · $9M · 255 · 56th

  • EOY $9M
  • EOY 255
  • EOY 56th
  • EOY ESOP
  • EOY near Bulldog Sales Company, Inc. Employee Stock Ownership Plan
  • EOY ind #7746

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 North Carolina →

Zwr Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Amended and Restated Affinity Bank Employee Stock Ownership PlanAmended and Restated Affinit…$9MTricon Construction, Inc. Employee Stock Ownership PlanTricon Construction, Inc. Em…$9MZwr Holdings, Inc. Employee Stock Ownership PlanZwr Holdings, Inc. Employee …$9MBulldog Sales Company, Inc. Employee Stock Ownership PlanBulldog Sales Company, Inc. …$9MUrban Engineers, Inc. Employee Stock Ownership PlanUrban Engineers, Inc. Employ…$9M
End-of-year total assets ($M) among Zwr Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$54M
Net Income$7M
Employer EIN872041238
Plan Effective Date2021-08-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Zwr Holdings, Inc.)

Sponsor-wide plan assets over time

All Zwr Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 499.12410237369943% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $2.37M $14.2M ▲ +499.2%
Year Plans Participants Total Assets
2022 1 266 $2M
2023 1 255 $9M
2024 1 212 $14M

Nearby ESOP Plans in North Carolina

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

Zwr Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Zwr Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.80011 · Participants: 255Zwr Holdings, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Zwr Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Zwr Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Zwr Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Bulldog Sales Company, Inc. Employee Stock Ownership Plan in MI ($9M); by covered participants it is Stress Engineering Services, Inc. Employee Stock Ownership Plan in TX (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Zwr Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Zwr Holdings, Inc. Employee Stock Ownership Plan surged - up 271.3% during 2023, from $2M to $9M. Reported net income was $7M.
How have Zwr Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zwr Holdings, Inc.'s sponsor-wide assets grew 499.1%, from $2M to $14M.
Which ESOP plans are similar in size to Zwr Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bulldog Sales Company, Inc. Employee Stock Ownership Plan in MI ($9M, 25 participants).
Which ESOP plans cover a similar participant headcount to Zwr Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Stress Engineering Services, Inc. Employee Stock Ownership Plan in TX (255 participants, $24M 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 872041238.

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.