ESOP · DOL Form 5500 · 2024

Z, Inc. ESOP

Data updated 2026-08-25

$274K
Total assets Small plan by assets: 21
Participants Small participant base: 13th
Percentile by assets National rank: $13,047
Avg per participant Low balance/head

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Official DOL plan name: Z, Inc. Employee Stock Ownership Plan · Sponsored by Z, Inc. · Maryland · Manufacturing

$274K in assets, 21 participants

Z, Inc.'s Z, Inc. Employee Stock Ownership Plan reported $274K in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

#862 in Manufacturing (17,777 peers)

Z, Inc. multi-year trail

Z, Inc.'s plans moved +2639.8% in assets from 2022 to 2024; this filing shows Z, Inc. Employee Stock Ownership Plan at $274K / 21 participants.

#862
in Manufacturing (17,777 peers): +2639.8%
assets growth YoY

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

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

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

$273,985 13th percentile higher than 13% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Z, 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. Z, Inc. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Z, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10K in the plan year 2023 filing to $274K in the plan year 2024 filing.
Z, Inc. Employee Stock Ownership Plan reported participants rose from 19 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 521285518 · Z, Inc. PY 2024 · ESOP

Z, Inc. Employee Stock Ownership Plan · $274K · 21 · 13th

TYPE $274K
TYPE 21
TYPE 13th
TYPE ESOP
TYPE near Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan
TYPE ind #862

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 Maryland →

End-of-year total assets ($M) among Z, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Z, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $274K 2639.85% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	21	$10K
2023	1	19	$10K
2024	1	21	$274K

Z, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$10K
Net Assets (End of Year)	-$11M
Net Income	$495K
Employer EIN	521285518
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Maryland

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

Z, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants

Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,803
Westat, Inc. Employee Stock Ownership Plan $419M · 3,167
Kci Technologies, Inc. Employee Stock Ownership Plan $392M · 1,918
Lockheed Martin Corporation Capital Accumulation Plan $284M · 7,445
Brown Capital Management ESOP $211M · 35

Compare Z, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest ESOP by assets is Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan in CA ($276K); by covered participants it is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($274K here).

Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan (CA) $276K · 22
National Automobile Club Employee Stock Ownership Plan (CA) $277K · 33
L&m Warehousing, Inc. Employee Stock Ownership Plan (PA) $271K · 87
Jax Mercantile Co. Employee Stock Ownership Plan (CO) $277K · 222

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

Bell Stone Granite Employee Stock Ownership Plan (AZ) 21 · 0 off
Ritchie Industries, Inc. Profit Sharing Plan (IA) 21 · 0 off
Endpoint Solutions Corp. Employee Stock Ownership Plan (WI) 21 · 0 off
Marshall Financial Group, Inc. Employee Stock Ownership Plan (PA) 21 · 0 off

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 Z, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Z, Inc. Employee Stock Ownership Plan surged - up 2639.8% during 2024, from $10K to $274K. Reported net income was $495K.

How have Z, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Z, Inc.'s sponsor-wide assets grew 2639.8%, from $10K to $274K.

Where does Z, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Z, Inc. Employee Stock Ownership Plan ranks in the 13th 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 Z, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan in CA ($276K, 22 participants).

Which ESOP plans cover a similar participant headcount to Z, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants, $60K 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 521285518.