ESOP · DOL Form 5500 · 2024

Zurex Corporation ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
24
Participants Small participant base
50th
Percentile by assets National rank
$322,355
Avg per participant High balance/head
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Official DOL plan name: Zurex Corporation Employee Stock Ownership Plan · Sponsored by Zurex Corporation · Pennsylvania · Real Estate

$8M in assets, 24 participants

Zurex Corporation's Zurex Corporation Employee Stock Ownership Plan reported $8M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,184 in Real Estate (4,605 peers)

Zurex Corporation multi-year trail

Zurex Corporation's plans moved +65.0% in assets from 2022 to 2024; this filing shows Zurex Corporation Employee Stock Ownership Plan at $8M / 24 participants.

#3,184
in Real Estate (4,605 peers)
-0.5%
assets change YoY

The plan reported a net loss of $959K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zurex Corporation Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Zurex Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$7,736,522 Top 50% higher than 50% 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

Zurex Corporation 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. Zurex Corporation Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zurex Corporation Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to -$959K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 251447813 · Zurex Corporation PY 2024 · ESOP

Zurex Corporation Employee Stock Ownership Plan · $8M · 24 · 50th

  • RANK $8M
  • RANK 24
  • RANK 50th
  • RANK ESOP
  • RANK near Rockwell Automation 1165(e) Plan
  • RANK ind #3184

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 Pennsylvania →

Zurex Corporation Employee Stock Ownership Plan in the asset neighbourhood

Banctenn Corp. Employee Stock Ownership PlanBanctenn Corp. Employee Stoc…$8MTeoc, Inc. Employee Stock Ownership PlanTeoc, Inc. Employee Stock Ow…$8MZurex Corporation Employee Stock Ownership PlanZurex Corporation Employee S…$8MRockwell Automation 1165(e) PlanRockwell Automation 1165(e) …$8MMower Employee Stock Ownership PlanMower Employee Stock Ownersh…$8M
End-of-year total assets ($M) among Zurex Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Zurex Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Zurex Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 65.02478511003505% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.69M $7.74M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 29 $5M
2023 1 24 $8M
2024 1 24 $8M

Zurex Corporation filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$959K
Employer EIN251447813
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Zurex Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Zurex Corporation Employee Stock Ownership Plan, Total assets ($B): 0.007736522 · Participants: 24Zurex Corporation Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Zurex Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Zurex Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Zurex Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Rockwell Automation 1165(e) Plan in WI ($8M); by covered participants it is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

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 Zurex Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Zurex Corporation Employee Stock Ownership Plan held essentially flat - down 0.5% during 2024, from $8M to $8M. Reported net income was -$959K.
How have Zurex Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zurex Corporation's sponsor-wide assets grew 65.0%, from $5M to $8M.
Which ESOP plans are similar in size to Zurex Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rockwell Automation 1165(e) Plan in WI ($8M, 31 participants).
Which ESOP plans cover a similar participant headcount to Zurex Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 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 251447813.

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.