ESOP · DOL Form 5500 · 2022
Gkz, Inc. ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $107,960
- Avg per participant Below avg balance/head
Official DOL plan name: Evergreen Trading Employee Stock Ownership Plan · Sponsored by Gkz, Inc. · New York · Professional & Technical Services
$11M in assets, 101 participants
Gkz, Inc.'s Evergreen Trading Employee Stock Ownership Plan reported $11M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #14,167 in Professional & Technical Services (21,562 peers)
Coverage in New York
Evergreen Trading Employee Stock Ownership Plan covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $11M.
- #14,167
- in Professional & Technical Services (21,562 peers)
- -61.4%
- assets change YoY
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Evergreen Trading Employee Stock Ownership Plan's outsized position by total assets
Evergreen Trading Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,904,000 Top 33% higher than 67% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Evergreen Trading Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evergreen Trading Employee Stock Ownership Plan sits mid-pack in the medium band (101 participants).
Published 5500 schedule card
Filing strip 262451950 · Gkz, Inc. PY 2022 · ESOP
Evergreen Trading Employee Stock Ownership Plan · $11M · 101 · 67th
- SCH $11M
- SCH 101
- SCH 67th
- SCH ESOP
- SCH near Lake Foods LLC Employee Stock Ownership Plan
- SCH ind #14167
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 New York →
Evergreen Trading Employee Stock Ownership Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | -$66M |
| Net Income | -$15M |
| Employer EIN | 262451950 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gkz, Inc.)
Sponsor-wide plan assets over time
All Gkz, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 358.8591342626559% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $11M |
| 2023 | 1 | 92 | $42M |
| 2024 | 1 | 92 | $50M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $782M · 3,443
- Lewis Tree Service Employee Stock Ownership Plan $384M · 3,307
- H.C. Wainwright & Co. Employee Stock Ownership Plan $293M · 118
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $207M · 1,611
- Griffon Corporation Employee Stock Ownership Plan $184M · 3,775
Evergreen Trading Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Lake Foods LLC Employee Stock Ownership Plan in GA ($11M); by covered participants it is D & S Manufacturing Company, Inc. Employee Stock Ownership Plan in WI (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- D & S Manufacturing Company, Inc. Employee Stock Ownership Plan (WI) 101 · 0 off
- Heritage Bancshares Group, Inc. Employee Stock Ownership Plan and Trust (MN) 101 · 0 off
- Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan (MS) 101 · 0 off
- Brewco Marketing Group Employee Stock Ownership Plan (KY) 101 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.