ESOP · DOL Form 5500 · 2023

Zurier Company of San Francisco, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
24
Participants Small participant base
48th
Percentile by assets National rank
$245,926
Avg per participant Above avg balance/head
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Official DOL plan name: Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Zurier Company of San Francisco, Inc. · California · Wholesale Trade

$6M in assets, 24 participants

Zurier Company of San Francisco, Inc.'s Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust reported $6M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,339 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust holds $6M for 24 participants - about $245,926 per participant, in the lower half of filed plans by assets.

#2,339
in Wholesale Trade (6,309 peers)
+4.0%
assets growth YoY

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$5,902,221 48th percentile higher than 48% 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

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust is a small filing (24 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 943376290 · Zurier Company of San Francisco, Inc. PY 2023 · ESOP

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust · $6M · 24 · 48th

  • PART $6M
  • TYPE 24
  • NET 48th
  • BOOK ESOP
  • VS-ST near Hunter-Davisson, Inc. Employee Stock Ownership Plan
  • BOY ind #2339

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 California →

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Hunter-Davisson, Inc. Employee Stock Ownership PlanHunter-Davisson, Inc. Employ…$6MZurier Company of San Francisco, Inc. Employee Stock Ownership Plan & TrustZurier Company of San Franci…$6MArray Architects Employee Stock Ownership PlanArray Architects Employee St…$6MStandard Offset Printing Co., Inc. Employee Stock Ownership PlanStandard Offset Printing Co.…$6MHallmark Inns & Resorts, Inc. Employee Stock Ownership PlanHallmark Inns & Resorts, Inc…$6M
End-of-year total assets ($M) among Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income$326K
Employer EIN943376290
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zurier Company of San Francisco, Inc.)

Sponsor-wide plan assets over time

All Zurier Company of San Francisco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 1.3485731806059345% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $5.68M $5.6M ▼ -1.4%
Year Plans Participants Total Assets
2022 1 22 $6M
2023 2 48 $12M
2024 1 38 $6M

Nearby ESOP Plans in California

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

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.005902221 · Participants: 24Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & TrustParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Hunter-Davisson, Inc. Employee Stock Ownership Plan in OR ($6M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust edged up modestly - up 4.0% during 2023, from $6M to $6M. Reported net income was $326K.
How have Zurier Company of San Francisco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zurier Company of San Francisco, Inc.'s sponsor-wide assets declined 1.3%, from $6M to $6M.
Which ESOP plans are similar in size to Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Hunter-Davisson, Inc. Employee Stock Ownership Plan in OR ($6M, 102 participants).
Which ESOP plans cover a similar participant headcount to Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A 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 943376290.

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.