ESOP · DOL Form 5500 · 2023
Zick Business Advisors, Inc. ESOP
Data updated 2026-08-25
- $488K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $69,671
- Avg per participant Below avg balance/head
Official DOL plan name: Zick Business Advisors, Inc. ESOP · Sponsored by Zick Business Advisors, Inc. · Colorado · Professional & Technical Services
$488K in assets, 7 participants
Zick Business Advisors, Inc.'s Zick Business Advisors, Inc. ESOP reported $488K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,701 in Professional & Technical Services (20,321 peers)
2023 asset change
Zick Business Advisors, Inc. ESOP contracted severely 33.1% in 2023 ($729K → $488K) for 7 participants.
- #2,701
- in Professional & Technical Services (20,321 peers)
- -33.1%
- assets change YoY
The plan reported a net loss of $241K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zick Business Advisors, Inc. ESOP among the smaller filed plans by assets
Zick Business Advisors, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$487,695 18th percentile higher than 18% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Zick Business Advisors, Inc. ESOP among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zick Business Advisors, Inc. ESOP is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Zick Business Advisors, Inc. ESOP reported net income fell from $42K in the plan year 2022 filing to -$241K in the plan year 2023 filing.
- Zick Business Advisors, Inc. ESOP end-of-year assets fell from $729K in the plan year 2022 filing to $488K in the plan year 2023 filing.
- Zick Business Advisors, Inc. ESOP reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 840625486 · Zick Business Advisors, Inc. PY 2023 · ESOP
Zick Business Advisors, Inc. ESOP · $488K · 7 · 18th
- BOOK $488K
- VS-ST 7
- BOY 18th
- SCH ESOP
- EBSA near Vacation Rentals, Inc. Employee Stock Ownership Plan
- PART ind #2701
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 Colorado →
Zick Business Advisors, Inc. ESOP in the asset neighbourhood
Zick Business Advisors, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Zick Business Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 1.7669511472339354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13 | $2M |
| 2023 | 2 | 15 | $2M |
| 2024 | 1 | 10 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $729K |
|---|---|
| Net Assets (End of Year) | $488K |
| Net Income | -$241K |
| Employer EIN | 840625486 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $385M · 581
- Trinidad Benham Corp. Employee Stock Ownership Plan $266M · 776
- Envision Management Holding, Inc. Employee Stock Ownership Plan $211M · 1,075
- Brown Strauss, Inc. Employee Stock Ownership Plan $209M · 206
- Hercules Industries, Inc. Employee Stock Ownership Plan $106M · 444
Zick Business Advisors, Inc. ESOP's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is Vacation Rentals, Inc. Employee Stock Ownership Plan in AR ($486K); by covered participants it is Efs Wealth Management Employee Stock Ownership Plan in IA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($488K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Efs Wealth Management Employee Stock Ownership Plan (IA) 7 · 0 off
- American Enterprises International, Inc. ESOP & Profit Sharing Plan (WI) 7 · 0 off
- Oceanweather, Inc. Employee Stock Ownership Plan (CT) 7 · 0 off
- Technology Management Company Employees' Stock Ownership Plan and Trust (NM) 7 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.