ESOP · DOL Form 5500 · 2022
Gabriel, Roeder, Smith & Company Holdings, Inc. ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $136,893
- Avg per participant Near avg balance/head
Official DOL plan name: Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Gabriel, Roeder, Smith & Company Holdings, Inc. · Michigan · Professional & Technical Services
$13M in assets, 98 participants
Gabriel, Roeder, Smith & Company Holdings, Inc.'s Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan reported $13M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,078 in Professional & Technical Services (21,562 peers)
Gabriel, Roeder, Smith & Company Holdings, Inc. multi-year trail
Gabriel, Roeder, Smith & Company Holdings, Inc.'s plans moved +26.6% in assets from 2022 to 2024; this filing shows Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan at $13M / 98 participants.
- #15,078
- in Professional & Technical Services (21,562 peers)
- -6.8%
- assets change YoY
The plan reported a net loss of $972K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,415,500 Top 29% higher than 71% 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
Gabriel, Roeder, Smith & Company Holdings, 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. Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 475435846 · Gabriel, Roeder, Smith & Company Holdings, Inc. PY 2022 · ESOP
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan · $13M · 98 · 71st
- PCT $13M
- PCT 98
- PCT 71st
- PCT ESOP
- PCT near Aehr Test Systems Employee Stock Ownership Plan
- PCT ind #15078
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 Michigan →
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Gabriel, Roeder, Smith & Company Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Gabriel, Roeder, Smith & Company Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 26.587829945661994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 365 | $108M |
| 2023 | 3 | 349 | $123M |
| 2024 | 3 | 330 | $136M |
Gabriel, Roeder, Smith & Company Holdings, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$972K |
| Employer EIN | 475435846 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.1B · 1,155
- The Kendall Group Employee Stock Ownership Plan $726M · 1,817
- Project Worldwide, Inc. Employee Stock Ownership Plan $395M · 977
- Motor City Electric Co. Employee Stock Ownership Plan $191M · 209
- Bandit Holding Company, Inc. Employee Stock Ownership Plan $182M · 591
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Aehr Test Systems Employee Stock Ownership Plan in CA ($13M); by covered participants it is United Bancorp,Inc. of Martins Ferry Ohio ESOP Plan in OH (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 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.