ESOP · DOL Form 5500 · 2024

Zepnick Solutions, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
43
Participants Small participant base
37th
Percentile by assets National rank
$87,936
Avg per participant Below avg balance/head
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Official DOL plan name: Zsi Employee Stock Ownership Plan · Sponsored by Zepnick Solutions, Inc. · Wisconsin · Professional & Technical Services

$4M in assets, 43 participants

Zepnick Solutions, Inc.'s Zsi Employee Stock Ownership Plan reported $4M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,931 in Professional & Technical Services (20,173 peers)

Zepnick Solutions, Inc. multi-year trail

Zepnick Solutions, Inc.'s plans moved -77.0% in assets from 2022 to 2024; this filing shows Zsi Employee Stock Ownership Plan at $4M / 43 participants.

#6,931
in Professional & Technical Services (20,173 peers)
-79.2%
assets change YoY

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zsi Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Zsi Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,781,259 37th percentile higher than 37% of 123,620 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 2024

Zsi Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zsi Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zsi Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$13M in the plan year 2024 filing.
  • Zsi Employee Stock Ownership Plan end-of-year assets fell from $18M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Zsi Employee Stock Ownership Plan reported participants fell from 46 in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391986647 · Zepnick Solutions, Inc. PY 2024 · ESOP

Zsi Employee Stock Ownership Plan · $4M · 43 · 37th

  • BOOK $4M
  • VS-ST 43
  • BOY 37th
  • SCH ESOP
  • EBSA near William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan
  • PART ind #6931

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 Wisconsin →

Zsi Employee Stock Ownership Plan in the asset neighbourhood

Valley Rain Construction Corporation Employee Stock Ownership PlanValley Rain Construction Cor…$4MZsi Employee Stock Ownership PlanZsi Employee Stock Ownership…$4MWilliam a. Kibbe & Associates, Inc. Employee Stock Ownership PlanWilliam a. Kibbe & Associate…$4MDean Cluck Feedyard, Inc. Employee Stock Ownership PlanDean Cluck Feedyard, Inc. Em…$4MBush & Burchett, Inc. Employee Stock Ownership PlanBush & Burchett, Inc. Employ…$4M
End-of-year total assets ($M) among Zsi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Zepnick Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Zepnick Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 77.00671113596154% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $16.5M $3.78M ▼ -77.0%
Year Plans Participants Total Assets
2022 1 53 $16M
2023 1 46 $18M
2024 1 43 $4M

Zepnick Solutions, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$4M
Net Income-$13M
Employer EIN391986647
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Zsi Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Zsi Employee Stock Ownership Plan, Total assets ($B): 0.003781259 · Participants: 43Zsi Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Zsi Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Zsi Employee Stock Ownership Plan side-by-side with 3 peers →

Zsi Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan in MI ($4M); by covered participants it is Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. in CO (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zsi Employee Stock Ownership Plan assets move in 2024? ▼
Zsi Employee Stock Ownership Plan contracted severely - down 79.2% during 2024, from $18M to $4M. Reported net income was -$13M.
How have Zepnick Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zepnick Solutions, Inc.'s sponsor-wide assets declined 77.0%, from $16M to $4M.
Which ESOP plans are similar in size to Zsi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan in MI ($4M, 20 participants).
Which ESOP plans cover a similar participant headcount to Zsi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. in CO (43 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391986647.

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.