How much does Zwr Holdings, Inc. contribute to its ESOP?

In 2024, employer contributions to the Zwr Holdings, Inc. plan averaged $9,403 per active participant, above the $540 median for plans of similar size. Public filings report contribution dollars, not the match formula; the formula is in the plan's summary plan description.

What is the average account balance in the Zwr Holdings, Inc. 401(k)?

The average participant account balance was -$174,503 for plan year 2024, based on 273 accounts.

Zwr Holdings, Inc.ESOP

Name: Zwr Holdings, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

ZWR HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · CHARLOTTE, NC · plan year 2024

Employer contribution per participant · 2024

$9,403

Zwr Holdings, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held -$47,639,289 across 273 participant accounts, with employer contributions averaging $9,403 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other manufacturing employers. active participation has shrunk from 249 to 192 since 2022.

Plan summary
Net assets, end of year-$47,639,289
Participants with balances273
Active participants192
Employer contributions$1,805,304
Employee contributions—
Employer contribution per active participant$9,403
Average account balance-$174,503
Benefits paid to participants$5,947
Plan auditUnmodified (clean) audit opinion
AuditorMSTILLER LLC

Plan history3

Yearassets · accounts · employer contribution

2024$-47.6M · 273 accts · $1.8M emplr

2023$-53.7M · 293 accts · $1.8M emplr

2022$-60.7M · 283 accts · $1.8M emplr

Employer contributions to the Zwr Holdings, Inc. plan · 2024

Employer contribution per active participant$9,403

Median for plans this size$540

2024$9,403 per active participant

2023$8,693 per active participant

2022$7,226 per active participant

Zwr Holdings, Inc.'s 2024 employer contribution ran above the $540 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3

2024Not separately reported

2023Not separately reported

2022Not separately reported

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Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 872041238 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.