ESOP · DOL Form 5500 · 2024

Zander Group Holdings, Inc. ESOP

Data updated 2026-08-25

$247M
Total assets Near avg plan size
201
Participants Below avg headcount
95th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Zander Group Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Zander Group Holdings, Inc. · Tennessee · Administrative & Support Services

$247M in assets, 201 participants

Zander Group Holdings, Inc.'s Zander Group Holdings, Inc. Employee Stock Ownership Plan reported $247M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #4,258 in Administrative & Support Services (4,368 peers)

Coverage in Tennessee

Zander Group Holdings, Inc. Employee Stock Ownership Plan covers 201 participants in Tennessee, about 18% of the average Tennessee filer (state average ~1,126 per filing). Assets: $247M.

#4,258
in Administrative & Support Services (4,368 peers)
+11.7%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Zander Group Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$247,006,343 Top 5% higher than 95% 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

Zander Group 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. Zander Group Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zander Group Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Zander Group Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $221M in the plan year 2023 filing to $247M in the plan year 2024 filing.
  • Zander Group Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 190 in the plan year 2023 filing to 201 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 452704607 · Zander Group Holdings, Inc. PY 2024 · ESOP

Zander Group Holdings, Inc. Employee Stock Ownership Plan · $247M · 201 · 95th

  • BOOK $247M
  • VS-ST 201
  • BOY 95th
  • SCH ESOP
  • EBSA near Iewc Corp. Employee Stock Ownership Plan
  • PART ind #4258

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 Tennessee →

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

Scs Engineers Employee Stock Ownership PlanScs Engineers Employee Stock…$249MPorterville Citrus, Inc. Employee Stock Ownership PlanPorterville Citrus, Inc. Emp…$249MMurray Plumbing & Heating Corporation Employee Stock Ownership PlanMurray Plumbing & Heating Co…$248MZander Group Holdings, Inc. Employee Stock Ownership PlanZander Group Holdings, Inc. …$247MIewc Corp. Employee Stock Ownership PlanIewc Corp. Employee Stock Ow…$246M
End-of-year total assets ($M) among Zander Group Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$221M
Net Assets (End of Year)$235M
Net Income$28M
Employer EIN452704607
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zander Group Holdings, Inc.)

Sponsor-wide plan assets over time

All Zander Group Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$257M 24.22320574524662% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $207M $257M ▲ +24.2%
Year Plans Participants Total Assets
2022 2 332 $207M
2023 2 347 $230M
2024 2 365 $257M

Nearby ESOP Plans in Tennessee

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

Zander Group Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Zander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership PlanThe Chase Construction Group Employee Stock Ownership Plan, Total assets ($M): 92.827627 · Participants: 72The Chase Construction Group Employee Stock Ownership Plan
Zander Group Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Zander Group Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is Iewc Corp. Employee Stock Ownership Plan in WI ($246M); by covered participants it is Miller Holdings, Inc. Employee Stock Ownership Plan and Trust in ND (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Zander Group Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Zander Group Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.7% during 2024, from $221M to $247M. Reported net income was $28M.
How have Zander Group Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zander Group Holdings, Inc.'s sponsor-wide assets grew 24.2%, from $207M to $257M.
Where does Zander Group Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Zander Group Holdings, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Zander Group Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Iewc Corp. Employee Stock Ownership Plan in WI ($246M, 343 participants).
Which ESOP plans cover a similar participant headcount to Zander Group Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Miller Holdings, Inc. Employee Stock Ownership Plan and Trust in ND (201 participants, $38M 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 452704607.

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.