ESOP · DOL Form 5500 · 2024

Zonge International, Inc ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
41
Participants Small participant base
28th
Percentile by assets National rank
$41,906
Avg per participant Low balance/head
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Official DOL plan name: Zonge International, Inc. Employee Stock Ownership Plan · Sponsored by Zonge International, Inc · Arizona · Professional & Technical Services

$2M in assets, 41 participants

Zonge International, Inc's Zonge International, Inc. Employee Stock Ownership Plan reported $2M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,716 in Professional & Technical Services (20,173 peers)

Zonge International, Inc multi-year trail

Zonge International, Inc's plans moved -24.2% in assets from 2022 to 2024; this filing shows Zonge International, Inc. Employee Stock Ownership Plan at $2M / 41 participants.

#4,716
in Professional & Technical Services (20,173 peers)
-8.7%
assets change YoY

The plan reported a net loss of $163K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zonge International, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Zonge International, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,718,160 28th percentile higher than 28% 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

Zonge International, Inc. 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. Zonge International, Inc. Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zonge International, Inc. Employee Stock Ownership Plan reported net income rose from -$386K in the plan year 2023 filing to -$163K in the plan year 2024 filing.
  • Zonge International, Inc. Employee Stock Ownership Plan reported participants rose from 35 in the plan year 2023 filing to 41 in the plan year 2024 filing.
  • Zonge International, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 860354288 · Zonge International, Inc PY 2024 · ESOP

Zonge International, Inc. Employee Stock Ownership Plan · $2M · 41 · 28th

  • EOY $2M
  • EOY 41
  • EOY 28th
  • EOY ESOP
  • EOY near Edgett Williams Consulting Group Employee Stock Ownership Plan
  • EOY ind #4716

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 Arizona →

Zonge International, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Zonge International, Inc. Employee Stock Ownership PlanZonge International, Inc. Em…$2MEdgett Williams Consulting Group Employee Stock Ownership PlanEdgett Williams Consulting G…$2MAutomatic Car Wash, Inc. (Mont.) Employee Stock Ownership PlanAutomatic Car Wash, Inc. (Mo…$2MGaskets, Inc. Employee Stock Ownership PlanGaskets, Inc. Employee Stock…$2MP.W. Grosser Consulting, Inc. Employee Stock Ownership PlanP.W. Grosser Consulting, Inc…$2M
End-of-year total assets ($M) among Zonge International, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Zonge International, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Zonge International, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.215418123884344% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $2.27M $1.72M ▼ -24.2%
Year Plans Participants Total Assets
2022 1 34 $2M
2023 1 35 $2M
2024 1 41 $2M

Zonge International, Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$163K
Employer EIN860354288
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Zonge International, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Zonge International, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00171816 · Participants: 41Zonge International, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Zonge International, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Zonge International, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest ESOP by assets is Edgett Williams Consulting Group Employee Stock Ownership Plan in CA ($2M); by covered participants it is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Zonge International, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Zonge International, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.7% during 2024, from $2M to $2M. Reported net income was -$163K.
How have Zonge International, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zonge International, Inc's sponsor-wide assets declined 24.2%, from $2M to $2M.
Which ESOP plans are similar in size to Zonge International, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Edgett Williams Consulting Group Employee Stock Ownership Plan in CA ($2M, 10 participants).
Which ESOP plans cover a similar participant headcount to Zonge International, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants, N/A 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 860354288.

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.