ESOP · DOL Form 5500 · 2024

Zwr Holdings, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
212
Participants Below avg headcount
63rd
Percentile by assets National rank
$66,982
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zwr Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Zwr Holdings, Inc. · North Carolina · Manufacturing

$14M in assets, 212 participants

Zwr Holdings, Inc.'s Zwr Holdings, Inc. Employee Stock Ownership Plan reported $14M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,058 in Manufacturing (17,777 peers)

Coverage in North Carolina

Zwr Holdings, Inc. Employee Stock Ownership Plan covers 212 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.

#9,058
in Manufacturing (17,777 peers)
+61.4%
assets growth YoY

Zwr Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Zwr Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,200,080 Top 37% higher than 63% 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

Zwr Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zwr Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zwr Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Zwr Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 255 in the plan year 2023 filing to 212 in the plan year 2024 filing.
  • Zwr Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 872041238 · Zwr Holdings, Inc. PY 2024 · ESOP

Zwr Holdings, Inc. Employee Stock Ownership Plan · $14M · 212 · 63rd

  • EOY $14M
  • 5500 212
  • ASSETS 63rd
  • PCT ESOP
  • EIN near The Bank of South Carolina Employee Stock Ownership Plan and Trust
  • RANK ind #9058

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 →

Zwr Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Zwr Holdings, Inc. Employee Stock Ownership PlanZwr Holdings, Inc. Employee …$14MThe Bank of South Carolina Employee Stock Ownership Plan and TrustThe Bank of South Carolina E…$14MStratos Solutions, Inc. Employee Stock Ownership PlanStratos Solutions, Inc. Empl…$14ME.L. Robinson Engineering Co. Employee Stock Ownership PlanE.L. Robinson Engineering Co…$14MNewcastle Employee Stock Ownership PlanNewcastle Employee Stock Own…$14M
End-of-year total assets ($M) among Zwr Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$48M
Net Income$6M
Employer EIN872041238
Plan Effective Date2021-08-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Zwr Holdings, Inc.)

Sponsor-wide plan assets over time

All Zwr Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 499.12410237369943% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $2.37M $14.2M ▲ +499.2%
Year Plans Participants Total Assets
2022 1 266 $2M
2023 1 255 $9M
2024 1 212 $14M

Nearby ESOP Plans in North Carolina

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

Zwr Holdings, 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 ($M) Participants Zwr Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.20008 · Participants: 212Zwr Holdings, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Zwr Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Zwr Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Zwr Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC ($14M); by covered participants it is Guttman Holdings Employee Stock Ownership Plan in PA (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Zwr Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Zwr Holdings, Inc. Employee Stock Ownership Plan surged - up 61.4% during 2024, from $9M to $14M. Reported net income was $6M.
How have Zwr Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zwr Holdings, Inc.'s sponsor-wide assets grew 499.1%, from $2M to $14M.
Which ESOP plans are similar in size to Zwr Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC ($14M, 74 participants).
Which ESOP plans cover a similar participant headcount to Zwr Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Guttman Holdings Employee Stock Ownership Plan in PA (212 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 872041238.

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.