ESOP · DOL Form 5500 · 2023

Zima Holdings, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
38
Participants Small participant base
25th
Percentile by assets National rank
$29,413
Avg per participant Low balance/head
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Official DOL plan name: Zima Holdings Employee Stock Ownership Plan · Sponsored by Zima Holdings, Inc. · New York · Construction

$1M in assets, 38 participants

Zima Holdings, Inc.'s Zima Holdings Employee Stock Ownership Plan reported $1M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,043 in Construction (9,030 peers)

What the 2023 filing shows

Zima Holdings Employee Stock Ownership Plan holds $1M for 38 participants - about $29,413 per participant, in the lower half of filed plans by assets.

#2,043
in Construction (9,030 peers)
-7.1%
assets change YoY

The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zima Holdings Employee Stock Ownership Plan among the smaller filed plans by assets

Zima Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$1,117,676 25th percentile higher than 25% 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

Zima Holdings 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. Zima Holdings Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zima Holdings Employee Stock Ownership Plan reported net income fell from $51K in the plan year 2022 filing to -$28K in the plan year 2023 filing.
  • Zima Holdings Employee Stock Ownership Plan reported participants fell from 50 in the plan year 2022 filing to 38 in the plan year 2023 filing.
  • Zima Holdings Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 824032100 · Zima Holdings, Inc. PY 2023 · ESOP

Zima Holdings Employee Stock Ownership Plan · $1M · 38 · 25th

  • NET $1M
  • NET 38
  • NET 25th
  • NET ESOP
  • NET near West Suburban Bank Employee Stock Ownership Plan
  • NET ind #2043

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 New York →

Zima Holdings Employee Stock Ownership Plan in the asset neighbourhood

Zima Holdings Employee Stock Ownership PlanZima Holdings Employee Stock…$1MWest Suburban Bank Employee Stock Ownership PlanWest Suburban Bank Employee …$1MWcf Financial Bank Employee Stock Ownership PlanWcf Financial Bank Employee …$1MT&t Tinting Specialists, Inc. Employee Stock Ownership PlanT&t Tinting Specialists, Inc…$1MEason Horticultural Resources, Inc. Employee Stock Ownership PlanEason Horticultural Resource…$1M
End-of-year total assets ($M) among Zima Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$79K
Net Income-$28K
Employer EIN824032100
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zima Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1M 4.659775725966307% vs 2022
2024 filing year
$1.1M$1.15M$1.2M$1.25M 202220232024 $1.2M $1.15M ▼ -4.2%
Year Plans Participants Total Assets
2022 1 50 $1M
2023 1 38 $1M
2024 1 27 $1M

Nearby ESOP Plans in New York

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

Zima Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Zima Holdings Employee Stock Ownership Plan, Total assets ($M): 1.117676 · Participants: 38Zima Holdings Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Zima Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Zima Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is West Suburban Bank Employee Stock Ownership Plan in IL ($1M); by covered participants it is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Zima Holdings Employee Stock Ownership Plan assets move in 2023? ▼
Zima Holdings Employee Stock Ownership Plan pulled back noticeably - down 7.1% during 2023, from $1M to $1M. Reported net income was -$28K.
How have Zima Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zima Holdings, Inc.'s sponsor-wide assets declined 4.7%, from $1M to $1M.
Where does Zima Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Zima Holdings Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Zima Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is West Suburban Bank Employee Stock Ownership Plan in IL ($1M, 317 participants).
Which ESOP plans cover a similar participant headcount to Zima Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants, N/A 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 824032100.

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.