ESOP · DOL Form 5500 · 2023

Zwr Holdings, Inc. ESOP

Data updated 2026-08-11

$9M
Total assets: 255
Participants: 56th
Percentile by assets: $34,510
Avg per participant

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.

56th percentile by assets (of 127,072 plans)
#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.

$9M
total plan assets (2023 EOY): 255
covered participants: 56th
percentile by assets (of 127,072 plans): $34,510
avg assets per participant

Where Zwr Holdings, Inc. Employee Stock Ownership Plan sits by total assets

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

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 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 →

State

North Carolina

Industry

Manufacturing

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Zwr Holdings, Inc. Employee Stock Ownership Plan reports 255 participants - about 31% of that state average ($9M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	-$54M
Net Income	$7M
Employer EIN	872041238
Plan Effective Date	2021-08-16
Filing Status	FILING RECEIVED

Sponsor Plan History (Zwr Holdings, Inc.)

Total plan assets by year, all Zwr Holdings, Inc. plans on file

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

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $182M · 1,330
Ecmd, Inc. Employee Stock Ownership Plan $132M · 922
Precision Walls, Inc. Employee Stock Ownership Plan $111M · 1,028
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $102M · 273
State Utility Contractors, Inc. Employee Stock Ownership Plan $86M · 144

Compare Zwr Holdings, Inc. Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Zwr Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Bulldog Sales Company, Inc. Employee Stock Ownership Plan (MI) $9M · 25
Amended and Restated Affinity Bank Employee Stock Ownership Plan (GA) $9M · 70
Urban Engineers, Inc. Employee Stock Ownership Plan (PA) $9M · 392
Tricon Construction, Inc. Employee Stock Ownership Plan (MD) $9M · 132

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).

Next read for Zwr Holdings, Inc. Employee Stock Owners…

Filing takeaways

Ways to act on Zwr Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Zwr Holdings, Inc. 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 North Carolina. Compare plans
Zwr Holdings, Inc.'s sponsor-wide assets have grown 499.1% since 2022 across 3 plan years on file. More Manufacturing plans

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.