ESOP · DOL Form 5500 · 2024

Wamtones, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
126
Participants Small participant base
47th
Percentile by assets National rank
$52,791
Avg per participant Low balance/head
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Official DOL plan name: Zia Record Exchange Employee Stock Ownership Plan · Sponsored by Wamtones, Inc. · Arizona · Retail Trade

$7M in assets, 126 participants

Wamtones, Inc.'s Zia Record Exchange Employee Stock Ownership Plan reported $7M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,645 in Retail Trade (8,048 peers)

Coverage in Arizona

Zia Record Exchange Employee Stock Ownership Plan covers 126 participants in Arizona, about 22% of the average Arizona filer (state average ~564 per filing). Assets: $7M.

#4,645
in Retail Trade (8,048 peers)
+24.9%
assets growth YoY

Zia Record Exchange Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Zia Record Exchange Employee Stock Ownership Plan vs every filed plan by assets

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

$6,651,704 47th percentile higher than 47% 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

Zia Record Exchange 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. Zia Record Exchange Employee Stock Ownership Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zia Record Exchange Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Zia Record Exchange Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Zia Record Exchange Employee Stock Ownership Plan reported participants rose from 118 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860998725 · Wamtones, Inc. PY 2024 · ESOP

Zia Record Exchange Employee Stock Ownership Plan · $7M · 126 · 47th

  • PHOTO $7M
  • IND 126
  • EOY 47th
  • 5500 ESOP
  • ASSETS near Murphy Bank Employee Stock Ownership Plan
  • PCT ind #4645

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 →

Zia Record Exchange Employee Stock Ownership Plan in the asset neighbourhood

Murphy Bank Employee Stock Ownership PlanMurphy Bank Employee Stock O…$7MUSA 2 Go Employee Stock Ownership PlanUSA 2 Go Employee Stock Owne…$7MZia Record Exchange Employee Stock Ownership PlanZia Record Exchange Employee…$7MDerk Harmsen Construction Co., Inc. Employee Stock Ownership PlanDerk Harmsen Construction Co…$7MFirst Northwest Bancorp Employee Stock Ownership PlanFirst Northwest Bancorp Empl…$7M
End-of-year total assets ($M) among Zia Record Exchange Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN860998725
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wamtones, Inc.)

Sponsor-wide plan assets over time

All Wamtones, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 81.74054644808744% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.66M $6.65M ▲ +81.7%
Year Plans Participants Total Assets
2022 1 115 $4M
2023 1 118 $5M
2024 1 126 $7M

Nearby ESOP Plans in Arizona

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

Zia Record Exchange 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 ($B) Participants Zia Record Exchange Employee Stock Ownership Plan, Total assets ($B): 0.006651704 · Participants: 126Zia Record Exchange 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
Zia Record Exchange Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Zia Record Exchange Employee Stock Ownership Plan side-by-side with 3 peers →

Zia Record Exchange Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Murphy Bank Employee Stock Ownership Plan in CA ($7M); by covered participants it is Galois, Inc. Employee Stock Ownership Plan in OR (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Zia Record Exchange Employee Stock Ownership Plan assets move in 2024? ▼
Zia Record Exchange Employee Stock Ownership Plan grew sharply - up 24.9% during 2024, from $5M to $7M. Reported net income was $1M.
How have Wamtones, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wamtones, Inc.'s sponsor-wide assets grew 81.7%, from $4M to $7M.
Which ESOP plans are similar in size to Zia Record Exchange Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Murphy Bank Employee Stock Ownership Plan in CA ($7M, 40 participants).
Which ESOP plans cover a similar participant headcount to Zia Record Exchange Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Galois, Inc. Employee Stock Ownership Plan in OR (126 participants, $17M 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 860998725.

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.