ESOP · DOL Form 5500 · 2023

Zander Group Holdings, Inc. ESOP

Data updated 2026-08-25

$221M
Total assets Near avg plan size
190
Participants Below avg headcount
95th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Zander Group Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Zander Group Holdings, Inc. · Tennessee · Administrative & Support Services

$221M in assets, 190 participants

Zander Group Holdings, Inc.'s Zander Group Holdings, Inc. Employee Stock Ownership Plan reported $221M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #4,268 in Administrative & Support Services (4,372 peers)

Coverage in Tennessee

Zander Group Holdings, Inc. Employee Stock Ownership Plan covers 190 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $221M.

#4,268
in Administrative & Support Services (4,372 peers)
+10.6%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Zander Group Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Zander Group Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$221,117,710 Top 5% higher than 95% 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

Zander Group Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zander Group Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zander Group Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Zander Group Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $200M in the plan year 2022 filing to $221M in the plan year 2023 filing.
  • Zander Group Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 184 in the plan year 2022 filing to 190 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 452704607 · Zander Group Holdings, Inc. PY 2023 · ESOP

Zander Group Holdings, Inc. Employee Stock Ownership Plan · $221M · 190 · 95th

  • TYPE $221M
  • TYPE 190
  • TYPE 95th
  • TYPE ESOP
  • TYPE near Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan
  • TYPE ind #4268

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 Tennessee →

Zander Group Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Extreme Engineering Solutions, Inc. Employee Stock Ownership PlanExtreme Engineering Solution…$222MAubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanAubrey Silvey Enterprises, I…$222MZander Group Holdings, Inc. Employee Stock Ownership PlanZander Group Holdings, Inc. …$221MPorterville Citrus, Inc. Employee Stock Ownership PlanPorterville Citrus, Inc. Emp…$220MHoliday Builders, Inc. Employee Stock Ownership Plan and TrustHoliday Builders, Inc. Emplo…$219M
End-of-year total assets ($M) among Zander Group Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$200M
Net Assets (End of Year)$207M
Net Income$23M
Employer EIN452704607
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zander Group Holdings, Inc.)

Sponsor-wide plan assets over time

All Zander Group Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$257M 24.22320574524662% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $207M $257M ▲ +24.2%
Year Plans Participants Total Assets
2022 2 332 $207M
2023 2 347 $230M
2024 2 365 $257M

Nearby ESOP Plans in Tennessee

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

Zander Group Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Zander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership PlanChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.144338 · Participants: 474Churchill Holdings, Inc. Employee Stock Ownership Plan
Zander Group Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Zander Group Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan in GA ($222M); by covered participants it is National Bankshares, Inc. Employee Stock Ownership Plan in VA (190 participants). Same-state nearby plans are listed separately above.

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 Zander Group Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Zander Group Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.6% during 2023, from $200M to $221M. Reported net income was $23M.
How have Zander Group Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zander Group Holdings, Inc.'s sponsor-wide assets grew 24.2%, from $207M to $257M.
Where does Zander Group Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Zander Group Holdings, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Zander Group Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan in GA ($222M, 424 participants).
Which ESOP plans cover a similar participant headcount to Zander Group Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is National Bankshares, Inc. Employee Stock Ownership Plan in VA (190 participants, $7M 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 452704607.

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.