ESOP · DOL Form 5500 · 2023
Zandex, Inc. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 1,429
- Participants Near avg headcount
Official DOL plan name: Zandex Employee Stock Ownership Plan · Sponsored by Zandex, Inc. · Ohio · Healthcare & Social Assistance
N/A in assets, 1,429 participants
Zandex, Inc.'s Zandex Employee Stock Ownership Plan reported N/A in total assets and 1,429 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Zandex Employee Stock Ownership Plan holds N/A for 1,429 participants.
- -$1M
- reported net income
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zandex Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zandex Employee Stock Ownership Plan lands in the large band (1,429 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Zandex Employee Stock Ownership Plan reported net income fell from $132 in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Zandex Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2022 filing to 1,429 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 316086342 · Zandex, Inc. PY 2023 · ESOP
Zandex Employee Stock Ownership Plan · N/A · 1,429
- EOY N/A
- 5500 1,429
- ASSETS PY 2023
- PCT ESOP
- EIN near Iec Corporation Employee Stock Ownership Plan
- RANK -$1M
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 Ohio →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$1M |
| Employer EIN | 316086342 |
| Plan Effective Date | 1980-12-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zandex, Inc.)
Sponsor-wide plan assets over time
All Zandex, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $1M |
| 2023 | 1 | 1,429 | N/A |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Zandex Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside Ohio, the nearest ESOP by covered participants is Iec Corporation Employee Stock Ownership Plan in CA (1,422 participants; this filing: 1,429 participants).
Similar participant headcount
Nearest other-state filings by covered participants (1,429 participants); asset peers above are excluded.
- Iec Corporation Employee Stock Ownership Plan (CA) 1,422 · 7 off
- Lja Engineering, Inc. Employee Stock Ownership Plan (TX) 1,439 · 10 off
- Hypertherm Associate Stock Ownership Plan (NH) 1,417 · 12 off
- Hb Global Employee Stock Ownership Plan (PA) 1,404 · 25 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.