ESOP · DOL Form 5500 · 2022

G W Holdings, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
39
Participants Small participant base
77th
Percentile by assets National rank
$498,725
Avg per participant High balance/head
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Official DOL plan name: G W Holdings, Inc. Employee Stock Ownership Plan · Sponsored by G W Holdings, Inc. · Texas · Mining & Oil Extraction

$19M in assets, 39 participants

G W Holdings, Inc.'s G W Holdings, Inc. Employee Stock Ownership Plan reported $19M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #539 in Mining & Oil Extraction (892 peers)

Where G W Holdings, Inc. Employee Stock Ownership Plan sits by assets

G W Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $19M for 39 participants (~$498,725/participant), up 7.0% in 2022.

#539
in Mining & Oil Extraction (892 peers)
+7.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

G W Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

G W Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,450,280 Top 23% higher than 77% 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

G W 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. G W Holdings, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 460487235 · G W Holdings, Inc. PY 2022 · ESOP

G W Holdings, Inc. Employee Stock Ownership Plan · $19M · 39 · 77th

  • PHOTO $19M
  • PHOTO 39
  • PHOTO 77th
  • PHOTO ESOP
  • PHOTO near American Flexible Products, Inc. Employee Stock Ownership Plan and Trust
  • PHOTO ind #539

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 Texas →

G W Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bcp Dagny Holdings Inc Employee Stock Ownership PlanBcp Dagny Holdings Inc Emplo…$20MAmerican Flexible Products, Inc. Employee Stock Ownership Plan and TrustAmerican Flexible Products, …$19MG W Holdings, Inc. Employee Stock Ownership PlanG W Holdings, Inc. Employee …$19MNational Distribution Service Employee Stock Ownership PlanNational Distribution Servic…$19MMid-America Apartment Communities, Inc. Employees' Stock Ownership PlanMid-America Apartment Commun…$19M
End-of-year total assets ($M) among G W Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN460487235
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G W Holdings, Inc.)

Sponsor-wide plan assets over time

All G W Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 55.458594940535555% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.5M $30.2M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 39 $19M
2023 1 43 $22M
2024 1 42 $30M

Nearby ESOP Plans in Texas

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

G W Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants G W Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01945028 · Participants: 39G W Holdings, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
G W Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare G W Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

G W Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is American Flexible Products, Inc. Employee Stock Ownership Plan and Trust in MN ($19M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 G W Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
G W Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.0% during 2022, from $18M to $19M. Reported net income was $1M.
How have G W Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G W Holdings, Inc.'s sponsor-wide assets grew 55.5%, from $19M to $30M.
Where does G W Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
G W Holdings, Inc. Employee Stock Ownership Plan ranks in the 77th 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 G W Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is American Flexible Products, Inc. Employee Stock Ownership Plan and Trust in MN ($19M, 30 participants).
Which ESOP plans cover a similar participant headcount to G W Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants, $3M 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 460487235.

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.