ESOP · DOL Form 5500 · 2022

Robert D. Gilmore & Associates, Inc. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
165
Participants Small participant base
82nd
Percentile by assets National rank
$169,787
Avg per participant Above avg balance/head
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Official DOL plan name: Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Robert D. Gilmore & Associates, Inc. · Pennsylvania · Professional & Technical Services

$28M in assets, 165 participants

Robert D. Gilmore & Associates, Inc.'s Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan reported $28M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,788 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan covers 165 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $28M.

#17,788
in Professional & Technical Services (21,562 peers)
+20.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$28,014,820 Top 18% higher than 82% 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

Robert D. Gilmore & Associates, Inc. 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. Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (165 participants).

Form 5500 schedule snapshot

Filing strip 231992323 · Robert D. Gilmore & Associates, Inc. PY 2022 · ESOP

Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan · $28M · 165 · 82nd

  • EIN $28M
  • RANK 165
  • PHOTO 82nd
  • IND ESOP
  • EOY near Southern Air Incorporated Employee Stock Ownership Plan and Trust
  • 5500 ind #17788

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 →

Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kirkwood Holding Inc. Employees' Stock Ownership Trust and PlanKirkwood Holding Inc. Employ…$28MSouthern Air Incorporated Employee Stock Ownership Plan and TrustSouthern Air Incorporated Em…$28MRobert D. Gilmore & Associates, Inc. Employee Stock Ownership PlanRobert D. Gilmore & Associat…$28MVon Tobel Corporation Employee Stock Ownership PlanVon Tobel Corporation Employ…$28MColonial Group, Inc. Employee Stock Ownership PlanColonial Group, Inc. Employe…$28M
End-of-year total assets ($M) among Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN231992323
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert D. Gilmore & Associates, Inc.)

Sponsor-wide plan assets over time

All Robert D. Gilmore & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 34.62070632000916% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.9M $71.2M ▲ +34.6%
Year Plans Participants Total Assets
2022 2 326 $53M
2023 2 339 $66M
2024 2 343 $71M

Nearby ESOP Plans in Pennsylvania

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

Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.02801482 · Participants: 165Robert D. Gilmore & Associates, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Southern Air Incorporated Employee Stock Ownership Plan and Trust in VA ($28M); by covered participants it is Crisis Preparation and Recovery, Inc. Employee Stock Ownership Plan and Trust in AZ (165 participants). Same-state nearby plans are listed separately above.

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 Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan grew sharply - up 20.3% during 2022, from $23M to $28M. Reported net income was $5M.
How have Robert D. Gilmore & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert D. Gilmore & Associates, Inc.'s sponsor-wide assets grew 34.6%, from $53M to $71M.
Where does Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southern Air Incorporated Employee Stock Ownership Plan and Trust in VA ($28M, 600 participants).
Which ESOP plans cover a similar participant headcount to Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Crisis Preparation and Recovery, Inc. Employee Stock Ownership Plan and Trust in AZ (165 participants, $1M 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 231992323.

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.