ESOP · DOL Form 5500 · 2022

Gish, Sherwood & Friends, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
100
Participants Small participant base
33rd
Percentile by assets National rank
$19,500
Avg per participant Low balance/head
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Official DOL plan name: Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan · Sponsored by Gish, Sherwood & Friends, Inc. · Tennessee · Professional & Technical Services

$2M in assets, 100 participants

Gish, Sherwood & Friends, Inc.'s Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan reported $2M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,464 in Professional & Technical Services (21,562 peers)

Coverage in Tennessee

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan covers 100 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#6,464
in Professional & Technical Services (21,562 peers)
-4.4%
assets change YoY

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,950,000 33rd percentile higher than 33% of 139,123 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 2022

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan is a small filing (100 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 621032086 · Gish, Sherwood & Friends, Inc. PY 2022 · ESOP

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan · $2M · 100 · 33rd

  • 5500 $2M
  • ASSETS 100
  • PCT 33rd
  • EIN ESOP
  • RANK near C.C. Sharrow Co. Inc. Employee Stock Ownership Plan
  • PHOTO ind #6464

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 →

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Gish, Sherwood & Friends, Inc. Employee Stock Ownership PlanGish, Sherwood & Friends, In…$2MC.C. Sharrow Co. Inc. Employee Stock Ownership PlanC.C. Sharrow Co. Inc. Employ…$2MEnergy Control, Inc. Employee Stock Ownership PlanEnergy Control, Inc. Employe…$2MHale Farms, Inc. Employee Stock Ownership PlanHale Farms, Inc. Employee St…$2MAmerican Telephone Employee Stock Ownership PlanAmerican Telephone Employee …$2M
End-of-year total assets ($M) among Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$17M
Net Income$307K
Employer EIN621032086
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gish, Sherwood & Friends, Inc.)

Sponsor-wide plan assets over time

All Gish, Sherwood & Friends, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 71.2490039838513% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.38M $16.1M ▲ +71.2%
Year Plans Participants Total Assets
2022 2 195 $9M
2023 2 157 $9M
2024 2 146 $16M

Nearby ESOP Plans in Tennessee

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

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.95 · Participants: 100Gish, Sherwood & Friends, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership Plan
Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is C.C. Sharrow Co. Inc. Employee Stock Ownership Plan in MN ($2M); by covered participants it is Tbb Holdings, Inc. Employee Stock Ownership Plan in HI (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan edged down modestly - down 4.4% during 2022, from $2M to $2M. Reported net income was $307K.
How have Gish, Sherwood & Friends, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gish, Sherwood & Friends, Inc.'s sponsor-wide assets grew 71.2%, from $9M to $16M.
Which ESOP plans are similar in size to Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is C.C. Sharrow Co. Inc. Employee Stock Ownership Plan in MN ($2M, 22 participants).
Which ESOP plans cover a similar participant headcount to Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tbb Holdings, Inc. Employee Stock Ownership Plan in HI (100 participants, $181K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621032086.

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.