ESOP · DOL Form 5500 · 2023

Z, Inc. ESOP

Data updated 2026-08-25

$10K
Total assets Small plan by assets
19
Participants Small participant base
1st
Percentile by assets National rank
$526
Avg per participant Low balance/head
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Official DOL plan name: Z, Inc. Employee Stock Ownership Plan · Sponsored by Z, Inc. · Maryland · Manufacturing

$10K in assets, 19 participants

Z, Inc.'s Z, Inc. Employee Stock Ownership Plan reported $10K in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #119 in Manufacturing (18,722 peers)

Z, Inc. multi-year trail

Z, Inc.'s plans moved +2639.8% in assets from 2022 to 2024; this filing shows Z, Inc. Employee Stock Ownership Plan at $10K / 19 participants.

#119
in Manufacturing (18,722 peers)
+0.0%
assets growth YoY

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

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

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

$10,000 1st percentile higher than 1% 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

Z, Inc. 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. Z, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Z, Inc. Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • Z, Inc. Employee Stock Ownership Plan reported net income rose from $447K in the plan year 2022 filing to $483K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521285518 · Z, Inc. PY 2023 · ESOP

Z, Inc. Employee Stock Ownership Plan · $10K · 19 · 1st

  • TYPE $10K
  • TYPE 19
  • TYPE 1st
  • TYPE ESOP
  • TYPE near Theracare of New York, Inc. Employee Stock Ownership Plan
  • TYPE ind #119

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 Maryland →

Z, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Z, Inc. Employee Stock Ownership PlanZ, Inc. Employee Stock Owner…$10KTheracare of New York, Inc. Employee Stock Ownership PlanTheracare of New York, Inc. …$10KPillow Perfect, Inc. ESOP$10KCommunity Bankshares, Inc. Employee Stock Ownership and TrustCommunity Bankshares, Inc. E…$9KCommunity Bankshares, Inc. Employee Stock Ownership and TrustCommunity Bankshares, Inc. E…$9K
End-of-year total assets ($M) among Z, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Z, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Z, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$274K 2639.85% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.01M $0.27M ▲ +2600.0%
Year Plans Participants Total Assets
2022 1 21 $10K
2023 1 19 $10K
2024 1 21 $274K

Z, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10K
Net Assets (End of Year)-$12M
Net Income$483K
Employer EIN521285518
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maryland

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

Z, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Z, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00001 · Participants: 19Z, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
Z, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Z, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest ESOP by assets is Theracare of New York, Inc. Employee Stock Ownership Plan in NY ($10K); by covered participants it is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Z, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Z, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2023, from $10K to $10K. Reported net income was $483K.
How have Z, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Z, Inc.'s sponsor-wide assets grew 2639.8%, from $10K to $274K.
Where does Z, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Z, Inc. Employee Stock Ownership Plan ranks in the 1st 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 Z, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Theracare of New York, Inc. Employee Stock Ownership Plan in NY ($10K, 324 participants).
Which ESOP plans cover a similar participant headcount to Z, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants, $32M 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 521285518.

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.