ESOP · DOL Form 5500 · 2022

Zimmerman Associates, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Small plan by assets
529
Participants Below avg headcount
80th
Percentile by assets National rank
$46,805
Avg per participant Low balance/head
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Official DOL plan name: Zimmerman Associates, Inc. Employee Stock Ownership Plan · Sponsored by Zimmerman Associates, Inc. · Virginia · Professional & Technical Services

$25M in assets, 529 participants

Zimmerman Associates, Inc.'s Zimmerman Associates, Inc. Employee Stock Ownership Plan reported $25M in total assets and 529 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,426 in Professional & Technical Services (21,562 peers)

Where Zimmerman Associates, Inc. Employee Stock Ownership Plan sits by assets

Zimmerman Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $25M for 529 participants (~$46,805/participant), up 1.6% in 2022.

#17,426
in Professional & Technical Services (21,562 peers)
+1.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Zimmerman Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,760,000 Top 20% higher than 80% of 139,123 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 2022

Zimmerman Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zimmerman Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (529 participants).

Plan-year Form 5500 strip

Filing strip 620995602 · Zimmerman Associates, Inc. PY 2022 · ESOP

Zimmerman Associates, Inc. Employee Stock Ownership Plan · $25M · 529 · 80th

  • NET $25M
  • BOOK 529
  • VS-ST 80th
  • BOY ESOP
  • SCH near Ritchie Industries, Inc. Employee Stock Ownership Plan
  • EBSA ind #17426

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 Virginia →

Zimmerman Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Beemac, Inc. Employee Stock Ownership PlanBeemac, Inc. Employee Stock …$25MZimmerman Associates, Inc. Employee Stock Ownership PlanZimmerman Associates, Inc. E…$25MRitchie Industries, Inc. Employee Stock Ownership PlanRitchie Industries, Inc. Emp…$25MBaker Engineering and Risk Consultants, Inc. Employee Stock Ownership PlanBaker Engineering and Risk C…$25MSolution Design Group, Inc. Employee Stock Ownership Plan and TrustSolution Design Group, Inc. …$25M
End-of-year total assets ($M) among Zimmerman Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)-$1M
Net Income$1M
Employer EIN620995602
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zimmerman Associates, Inc.)

Sponsor-wide plan assets over time

All Zimmerman Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 5.068417999323082% vs 2022
2024 filing year
$55M$56M$57M$58M$59M$60M 202220232024 $55.9M $58.7M ▲ +5.1%
Year Plans Participants Total Assets
2022 2 1,159 $56M
2023 2 1,211 $57M
2024 2 1,294 $59M

Nearby ESOP Plans in Virginia

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

Zimmerman Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -20002004006008001000 Total assets ($M) Participants Zimmerman Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 24.76 · Participants: 529Zimmerman Associates, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Zimmerman Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Zimmerman Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA ($25M); by covered participants it is Gutchess Lumber Employee Stock Ownership Plan in NY (528 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (529 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zimmerman Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Zimmerman Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 1.6% during 2022, from $24M to $25M. Reported net income was $1M.
How have Zimmerman Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimmerman Associates, Inc.'s sponsor-wide assets grew 5.1%, from $56M to $59M.
Where does Zimmerman Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Zimmerman Associates, Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Zimmerman Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA ($25M, 19 participants).
Which ESOP plans cover a similar participant headcount to Zimmerman Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gutchess Lumber Employee Stock Ownership Plan in NY (528 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620995602.

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.