ESOP · DOL Form 5500 · 2022

The Galt Group, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
26th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: The Galt Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The Galt Group, Inc. · Illinois · Finance & Insurance

$1M in assets, 1 participants

The Galt Group, Inc.'s The Galt Group, Inc. Employee Stock Ownership Plan and Trust reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,625 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

The Galt Group, Inc. Employee Stock Ownership Plan and Trust holds $1M for 1 participant - about $1.1M per participant, in the lower half of filed plans by assets.

#1,625
in Finance & Insurance (9,261 peers)
-0.6%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Galt Group, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

The Galt Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,146,786 26th percentile higher than 26% 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

The Galt Group, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Galt Group, Inc. Employee Stock Ownership Plan and Trust is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 364379538 · The Galt Group, Inc. PY 2022 · ESOP

The Galt Group, Inc. Employee Stock Ownership Plan and Trust · $1M · 1 · 26th

  • EBSA $1M
  • EBSA 1
  • EBSA 26th
  • EBSA ESOP
  • EBSA near Electronix Systems Employee Stock Ownership Plan
  • EBSA ind #1625

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 Illinois →

The Galt Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Galt Group, Inc. Employee Stock Ownership Plan and TrustThe Galt Group, Inc. Employe…$1MElectronix Systems Employee Stock Ownership PlanElectronix Systems Employee …$1MGraphite Sales, Inc. Employee Stock Ownership PlanGraphite Sales, Inc. Employe…$1MDsr, Inc. Employee Stock Ownership Plan and TrustDsr, Inc. Employee Stock Own…$1MEntrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and TrustEntrepreneurs Financial Serv…$1M
End-of-year total assets ($M) among The Galt Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$7K
Employer EIN364379538
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Galt Group, Inc.)

Sponsor-wide plan assets over time

All The Galt Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.2345930278186166% vs 2022
2024 filing year
$1.11M$1.12M$1.13M$1.14M$1.15M$1.16M 202220232024 $1.15M $1.12M ▼ -2.6%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

Nearby ESOP Plans in Illinois

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

The Galt Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants The Galt Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.001146786 · Participants: 1The Galt Group, Inc. Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
The Galt Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare The Galt Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Galt Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Electronix Systems Employee Stock Ownership Plan in NY ($1M); by covered participants it is Ml Dewane Inc ESOP Plan and Trust in MN (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 The Galt Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
The Galt Group, Inc. Employee Stock Ownership Plan and Trust held essentially flat - down 0.6% during 2022, from $1M to $1M. Reported net income was -$7K.
How have The Galt Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Galt Group, Inc.'s sponsor-wide assets declined 2.2%, from $1M to $1M.
Which ESOP plans are similar in size to The Galt Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Electronix Systems Employee Stock Ownership Plan in NY ($1M, 75 participants).
Which ESOP plans cover a similar participant headcount to The Galt Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Ml Dewane Inc ESOP Plan and Trust in MN (1 participant, $628K 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 364379538.

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.