ESOP · DOL Form 5500 · 2023

Huitt-Zollars, Inc. ESOP

Data updated 2026-08-11

$96M
Total assets
514
Participants
91st
Percentile by assets
$187,580
Avg per participant
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Official DOL plan name: Huitt-Zollars, Inc. Employee Stock Ownership Plan · Sponsored by Huitt-Zollars, Inc. · Texas · Professional & Technical Services

$96M in assets, 514 participants

Huitt-Zollars, Inc.'s Huitt-Zollars, Inc. Employee Stock Ownership Plan reported $96M in total assets and 514 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #18,742 in Professional & Technical Services (20,321 peers)

Where Huitt-Zollars, Inc. Employee Stock Ownership Plan sits by assets

Huitt-Zollars, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $96M for 514 participants (~$187,580/participant), up 9.6% in 2023.

$96M
total plan assets (2023 EOY)
514
covered participants
91st
percentile by assets (of 127,072 plans)
$187,580
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Huitt-Zollars, Inc. Employee Stock Ownership Plan reported net income fell from $14M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Huitt-Zollars, Inc. Employee Stock Ownership Plan reported participants rose from 459 in the plan year 2022 filing to 514 in the plan year 2023 filing.
  • Huitt-Zollars, Inc. Employee Stock Ownership Plan end-of-year assets rose from $88M in the plan year 2022 filing to $96M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Huitt-Zollars, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Huitt-Zollars, Inc. Employee Stock Ownership Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$92M
Net Income$9M
Employer EIN751500178
Plan Effective Date1980-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Huitt-Zollars, Inc.)

$140M$160M$180M$200M 202220232024 $151M $187M ▲ +23.5%
Total plan assets by year, all Huitt-Zollars, Inc. plans on file
Year Plans Participants Total Assets
2022 2 926 $151M
2023 2 1,041 $168M
2024 2 1,085 $187M

Nearby ESOP Plans in Texas

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

Huitt-Zollars, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Huitt-Zollars, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants Huitt-Zollars, Inc. …Sammons Enterprises,…Highland Homes Emplo…Austin Industries Em…Cactus Feeders, Inc.…Lja Engineering, Inc…
Huitt-Zollars, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Huitt-Zollars, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Huitt-Zollars, Inc. Employee Stock Ownership Plan assets move in 2023?
Huitt-Zollars, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.6% during 2023, from $88M to $96M. Reported net income was $9M.
How have Huitt-Zollars, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Huitt-Zollars, Inc.'s sponsor-wide assets grew 23.5%, from $151M to $187M.
Where does Huitt-Zollars, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Huitt-Zollars, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Huitt-Zollars, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Greenbee Employee Stock Ownership Plan in CA ($96M, 338 participants).

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