ESOP · DOL Form 5500 · 2023

Huitt-Zollars, Inc. ESOP

Data updated 2026-08-25

$96M
Total assets Below avg plan size
514
Participants Below avg headcount
91st
Percentile by assets National rank
$187,580
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#18,742
in Professional & Technical Services (20,321 peers)
+9.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Huitt-Zollars, Inc. Employee Stock Ownership Plan's outsized position by total assets

Huitt-Zollars, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$96,416,258 Top 9% higher than 91% 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

Huitt-Zollars, 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. Huitt-Zollars, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (514 participants).

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 →

DOL schedule card

Filing strip 751500178 · Huitt-Zollars, Inc. PY 2023 · ESOP

Huitt-Zollars, Inc. Employee Stock Ownership Plan · $96M · 514 · 91st

  • SCH $96M
  • EBSA 514
  • PART 91st
  • TYPE ESOP
  • NET near Greenbee Employee Stock Ownership Plan
  • BOOK ind #18742

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 Texas →

Huitt-Zollars, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tradehome Shoe Stores, Inc. Employee Stock Ownership Plan and TrustTradehome Shoe Stores, Inc. …$97MHuitt-Zollars, Inc. Employee Stock Ownership PlanHuitt-Zollars, Inc. Employee…$96MGreenbee Employee Stock Ownership PlanGreenbee Employee Stock Owne…$96MEurpac Service, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employe…$96MTouchpoint, Inc. Employee Stock Ownership PlanTouchpoint, Inc. Employee St…$96M
End-of-year total assets ($M) among Huitt-Zollars, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Huitt-Zollars, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$187M 23.478839315713937% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $151M $187M ▲ +23.5%
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 Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants Huitt-Zollars, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.096416258 · Participants: 514Huitt-Zollars, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Huitt-Zollars, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Huitt-Zollars, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Greenbee Employee Stock Ownership Plan in CA ($96M); by covered participants it is Dudek Employee Stock Ownership Plan in CA (513 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (514 participants); asset peers above are excluded.

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 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).
Which ESOP plans cover a similar participant headcount to Huitt-Zollars, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dudek Employee Stock Ownership Plan in CA (513 participants, $43M 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 751500178.

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.