ESOP · DOL Form 5500 · 2023

Zealandia Holding Company, Inc. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
263
Participants Below avg headcount
78th
Percentile by assets National rank
$105,467
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zealandia Holding Company, Inc. Employee Stock Ownership Plan · Sponsored by Zealandia Holding Company, Inc. · North Carolina · Food Services & Accommodation

$28M in assets, 263 participants

Zealandia Holding Company, Inc.'s Zealandia Holding Company, Inc. Employee Stock Ownership Plan reported $28M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #3,608 in Food Services & Accommodation (3,828 peers)

Coverage in North Carolina

Zealandia Holding Company, Inc. Employee Stock Ownership Plan covers 263 participants in North Carolina, about 32% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.

#3,608
in Food Services & Accommodation (3,828 peers)
+4.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Zealandia Holding Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

Zealandia Holding Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$27,737,937 Top 22% higher than 78% 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

Zealandia Holding Company, 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. Zealandia Holding Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zealandia Holding Company, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $796K in the plan year 2023 filing.
  • Zealandia Holding Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $27M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 203074642 · Zealandia Holding Company, Inc. PY 2023 · ESOP

Zealandia Holding Company, Inc. Employee Stock Ownership Plan · $28M · 263 · 78th

  • EOY $28M
  • EOY 263
  • EOY 78th
  • EOY ESOP
  • EOY near Ricondo & Associates, Inc. Employee Stock Ownership Plan
  • EOY ind #3608

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 North Carolina →

Zealandia Holding Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Edmund a. Allen Lumber Company Employee Stock Ownership PlanEdmund a. Allen Lumber Compa…$28MRotochopper, Inc. First Restated Employee Stock Ownership Plan and TrustRotochopper, Inc. First Rest…$28MZealandia Holding Company, Inc. Employee Stock Ownership PlanZealandia Holding Company, I…$28MRicondo & Associates, Inc. Employee Stock Ownership PlanRicondo & Associates, Inc. E…$28MArrow Financial Corporation Employee Stock Ownership PlanArrow Financial Corporation …$28M
End-of-year total assets ($M) among Zealandia Holding Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$25M
Net Income$796K
Employer EIN203074642
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zealandia Holding Company, Inc.)

Sponsor-wide plan assets over time

All Zealandia Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 0.8858978151190837% vs 2022
2024 filing year
$34M$35M$36M$37M$38M 202220232024 $34.6M $34.3M ▼ -0.9%
Year Plans Participants Total Assets
2022 2 541 $35M
2023 2 523 $38M
2024 2 600 $34M

Nearby ESOP Plans in North Carolina

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

Zealandia Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Zealandia Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.737937 · Participants: 263Zealandia Holding Company, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Zealandia Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Zealandia Holding Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Zealandia Holding Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Ricondo & Associates, Inc. Employee Stock Ownership Plan in IL ($28M); by covered participants it is Employee Stock Ownership Plan of Westfield Financial, Inc. in MA (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Zealandia Holding Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Zealandia Holding Company, Inc. Employee Stock Ownership Plan edged up modestly - up 4.5% during 2023, from $27M to $28M. Reported net income was $796K.
How have Zealandia Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zealandia Holding Company, Inc.'s sponsor-wide assets declined 0.9%, from $35M to $34M.
Where does Zealandia Holding Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Zealandia Holding Company, Inc. Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Zealandia Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ricondo & Associates, Inc. Employee Stock Ownership Plan in IL ($28M, 157 participants).
Which ESOP plans cover a similar participant headcount to Zealandia Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan of Westfield Financial, Inc. in MA (263 participants, $15M 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 203074642.

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.