ESOP · DOL Form 5500 · 2023

Zander Group Holdings, Inc. ESOP

Data updated 2026-08-11

$221M
Total assets: 190
Participants: 95th
Percentile by assets: $1.2M
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$221M
total plan assets (2023 EOY): 190
covered participants: 95th
percentile by assets (of 127,072 plans): $1.2M
avg assets per participant

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 →

State

Tennessee

Industry

Administrative & Support Services

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Zander Group Holdings, Inc. Employee Stock Ownership Plan reports 190 participants - about 17% of that state average ($221M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)	$200M
Net Assets (End of Year)	$207M
Net Income	$23M
Employer EIN	452704607
Plan Effective Date	2011-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Zander Group Holdings, Inc.)

Total plan assets by year, all Zander Group Holdings, Inc. plans on file

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

Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
National Health Corp Leveraged Employee Stock Ownership Plan $144M · 1,470
3ls, Inc. Employee Stock Ownership Plan $134M · 424
Smith Seckman Reid, Inc. Employee Stock Ownership Plan $99M · 483
Churchill Holdings, Inc. Employee Stock Ownership Plan $81M · 474

Compare Zander Group Holdings, Inc. Employee Sto… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Zander Group Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan (GA) $222M · 424
Extreme Engineering Solutions, Inc. Employee Stock Ownership Plan (WI) $222M · 321
Porterville Citrus, Inc. Employee Stock Ownership Plan (CA) $220M · 379
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust (FL) $219M · 199

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).

Next read for Zander Group Holdings, Inc. Employee Sto…

Filing takeaways

Ways to act on Zander Group Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Zander Group Holdings, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
Zander Group Holdings, Inc.'s sponsor-wide assets have grown 24.2% since 2022 across 3 plan years on file. More Administrative & Support Services plans

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.