ESOP · DOL Form 5500 · 2023

Zurex Corporation ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
24
Participants Small participant base
53rd
Percentile by assets National rank
$323,950
Avg per participant High balance/head
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Official DOL plan name: Zurex Corporation Employee Stock Ownership Plan · Sponsored by Zurex Corporation · Pennsylvania · Real Estate

$8M in assets, 24 participants

Zurex Corporation's Zurex Corporation Employee Stock Ownership Plan reported $8M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,386 in Real Estate (4,727 peers)

Zurex Corporation multi-year trail

Zurex Corporation's plans moved +65.0% in assets from 2022 to 2024; this filing shows Zurex Corporation Employee Stock Ownership Plan at $8M / 24 participants.

#3,386
in Real Estate (4,727 peers)
+65.8%
assets growth YoY

Zurex Corporation Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Zurex Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$7,774,791 Top 47% higher than 53% 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

Zurex Corporation 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. Zurex Corporation Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zurex Corporation Employee Stock Ownership Plan reported net income rose from $15K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Zurex Corporation Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Zurex Corporation Employee Stock Ownership Plan reported participants fell from 29 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251447813 · Zurex Corporation PY 2023 · ESOP

Zurex Corporation Employee Stock Ownership Plan · $8M · 24 · 53rd

  • SCH $8M
  • EBSA 24
  • PART 53rd
  • TYPE ESOP
  • NET near Woodruff Construction Employee Stock Ownership Plan
  • BOOK ind #3386

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 Pennsylvania →

Zurex Corporation Employee Stock Ownership Plan in the asset neighbourhood

Advanced Technology Products, Inc. Employee Stock Ownership PlanAdvanced Technology Products…$8MWoodruff Construction Employee Stock Ownership PlanWoodruff Construction Employ…$8MAsg Holdings Employee Stock Ownership PlanAsg Holdings Employee Stock …$8MPriority Designs Employee Stock Ownership PlanPriority Designs Employee St…$8MZurex Corporation Employee Stock Ownership PlanZurex Corporation Employee S…$8M
End-of-year total assets ($M) among Zurex Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Zurex Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Zurex Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 65.02478511003505% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.69M $7.74M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 29 $5M
2023 1 24 $8M
2024 1 24 $8M

Zurex Corporation filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN251447813
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Zurex Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Zurex Corporation Employee Stock Ownership Plan, Total assets ($B): 0.007774791 · Participants: 24Zurex Corporation Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Zurex Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Zurex Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Woodruff Construction Employee Stock Ownership Plan in IA ($8M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Zurex Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Zurex Corporation Employee Stock Ownership Plan surged - up 65.8% during 2023, from $5M to $8M. Reported net income was $3M.
How have Zurex Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zurex Corporation's sponsor-wide assets grew 65.0%, from $5M to $8M.
Which ESOP plans are similar in size to Zurex Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Woodruff Construction Employee Stock Ownership Plan in IA ($8M, 112 participants).
Which ESOP plans cover a similar participant headcount to Zurex Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 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 251447813.

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.