ESOP · DOL Form 5500 · 2024
Zimmerman Associates, Inc. ESOP
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 590
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $40,060
- Avg per participant Low balance/head
Official DOL plan name: Zimmerman Associates, Inc. Employee Stock Ownership Plan · Sponsored by Zimmerman Associates, Inc. · Virginia · Professional & Technical Services
$24M in assets, 590 participants
Zimmerman Associates, Inc.'s Zimmerman Associates, Inc. Employee Stock Ownership Plan reported $24M in total assets and 590 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,723 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Zimmerman Associates, Inc. Employee Stock Ownership Plan holds $24M for 590 participants - about $40,060 per participant, above the median plan by assets.
- #14,723
- in Professional & Technical Services (20,173 peers)
- -0.4%
- assets change YoY
Zimmerman Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets
Zimmerman Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,635,189 Top 27% higher than 73% 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
Zimmerman Associates, 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. Zimmerman Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (590 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zimmerman Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$85K in the plan year 2023 filing to $867K in the plan year 2024 filing.
- Zimmerman Associates, Inc. Employee Stock Ownership Plan reported participants rose from 506 in the plan year 2023 filing to 590 in the plan year 2024 filing.
- Zimmerman Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $24M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 620995602 · Zimmerman Associates, Inc. PY 2024 · ESOP
Zimmerman Associates, Inc. Employee Stock Ownership Plan · $24M · 590 · 73rd
- BOOK $24M
- BOOK 590
- BOOK 73rd
- BOOK ESOP
- BOOK near American Flexible Products, Inc. Employee Stock Ownership Plan and Trust
- BOOK ind #14723
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 Virginia →
Zimmerman Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | -$686K |
| Net Income | $867K |
| Employer EIN | 620995602 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zimmerman Associates, Inc.)
Sponsor-wide plan assets over time
All Zimmerman Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 5.068417999323082% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,159 | $56M |
| 2023 | 2 | 1,211 | $57M |
| 2024 | 2 | 1,294 | $59M |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.3B · 6,515
- Delta Star Employee Stock Ownership Plan $447M · 222
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $407M · 1,962
- The Resorts Companies, Inc. Employee Stock Ownership Plan $386M · 1,811
- New River Electrical Corporation Employee Stock Ownership Plan $380M · 458
Zimmerman Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is American Flexible Products, Inc. Employee Stock Ownership Plan and Trust in MN ($24M); by covered participants it is Worth & Company, Inc. Employee Stock Ownership Plan in PA (592 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- American Flexible Products, Inc. Employee Stock Ownership Plan and Trust (MN) $24M · 35
- Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust (WA) $24M · 28
- Planters Bank and Trust Company Employee Stock Ownership Plan (MS) $24M · 76
- Seneca Medical Employee Stock Ownership Plan and Trust (OH) $24M · 194
Similar participant headcount
Nearest other-state filings by covered participants (590 participants); asset peers above are excluded.
- Worth & Company, Inc. Employee Stock Ownership Plan (PA) 592 · 2 off
- Ridgeview Industries, Inc. Employee Stock Ownership Plan (MI) 587 · 3 off
- The Bradford Group, Inc. Employee Stock Ownership Plan (IL) 593 · 3 off
- Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan (MD) 594 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.