ESOP · DOL Form 5500 · 2024

Zima Holdings Employee Stock Ownership Plan ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
27
Participants Small participant base
24th
Percentile by assets National rank
$42,504
Avg per participant Low balance/head
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Official DOL plan name: Zima Holdings Employee Stock Ownership Plan · Sponsored by Zima Holdings Employee Stock Ownership Plan · New York · Construction

$1M in assets, 27 participants

Zima Holdings Employee Stock Ownership Plan's Zima Holdings Employee Stock Ownership Plan reported $1M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,062 in Construction (9,039 peers)

What the 2024 filing shows

Zima Holdings Employee Stock Ownership Plan holds $1M for 27 participants - about $42,504 per participant, among the smaller plans by assets on file.

#2,062
in Construction (9,039 peers)
+2.7%
assets growth YoY

Zima Holdings Employee Stock Ownership Plan among the smaller filed plans by assets

Zima Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$1,147,616 24th percentile higher than 24% 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

Zima Holdings 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. Zima Holdings Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zima Holdings Employee Stock Ownership Plan reported net income rose from -$28K in the plan year 2023 filing to $89K in the plan year 2024 filing.
  • Zima Holdings Employee Stock Ownership Plan reported participants fell from 38 in the plan year 2023 filing to 27 in the plan year 2024 filing.
  • Zima Holdings Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 824032100 · Zima Holdings Employee Stock Ownership Plan PY 2024 · ESOP

Zima Holdings Employee Stock Ownership Plan · $1M · 27 · 24th

  • EBSA $1M
  • EBSA 27
  • EBSA 24th
  • EBSA ESOP
  • EBSA near Continental Machinery Movers of Kentucky, Inc. Employee Stock Ownership Plan
  • EBSA ind #2062

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 New York →

Zima Holdings Employee Stock Ownership Plan in the asset neighbourhood

Zima Holdings Employee Stock Ownership PlanZima Holdings Employee Stock…$1MContinental Machinery Movers of Kentucky, Inc. Employee Stock Ownership PlanContinental Machinery Movers…$1MStructural Wood Corporation Employee Stock Ownership Plan and TrustStructural Wood Corporation …$1MWinsystems, Inc. Employee Stock Ownership PlanWinsystems, Inc. Employee St…$1MO'neal's Feeders Supply Inc. Employee Stock Ownership PlanO'neal's Feeders Supply Inc.…$1M
End-of-year total assets ($M) among Zima Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$169K
Net Income$89K
Employer EIN824032100
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zima Holdings Employee Stock Ownership Plan)

Sponsor-wide plan assets over time

All Zima Holdings Employee Stock Ownership Plan plans reported in each filing year

Latest sponsor-wide plan assets
$1M 4.659775725966307% vs 2022
2024 filing year
$1.1M$1.15M$1.2M$1.25M 202220232024 $1.2M $1.15M ▼ -4.2%
Year Plans Participants Total Assets
2022 1 50 $1M
2023 1 38 $1M
2024 1 27 $1M

Nearby ESOP Plans in New York

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

Zima Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Zima Holdings Employee Stock Ownership Plan, Total assets ($M): 1.147616 · Participants: 27Zima Holdings Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Zima Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Zima Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Continental Machinery Movers of Kentucky, Inc. Employee Stock Ownership Plan in KY ($1M); by covered participants it is Site Supply Employee Stock Ownership Plan in OH (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Zima Holdings Employee Stock Ownership Plan assets move in 2024? ▼
Zima Holdings Employee Stock Ownership Plan edged up modestly - up 2.7% during 2024, from $1M to $1M. Reported net income was $89K.
How have Zima Holdings Employee Stock Ownership Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zima Holdings Employee Stock Ownership Plan's sponsor-wide assets declined 4.7%, from $1M to $1M.
Where does Zima Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Zima Holdings Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Zima Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Continental Machinery Movers of Kentucky, Inc. Employee Stock Ownership Plan in KY ($1M, 19 participants).
Which ESOP plans cover a similar participant headcount to Zima Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Site Supply Employee Stock Ownership Plan in OH (27 participants, $32M 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 824032100.

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.