ESOP · DOL Form 5500 · 2022

Gibson Insurance Agency, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
137
Participants Small participant base
77th
Percentile by assets National rank
$147,800
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gibson Insurance Agency, Inc. Employee Stock Ownership Plan · Sponsored by Gibson Insurance Agency, Inc. · Indiana · Finance & Insurance

$20M in assets, 137 participants

Gibson Insurance Agency, Inc.'s Gibson Insurance Agency, Inc. Employee Stock Ownership Plan reported $20M in total assets and 137 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.

  • #5,944 in Finance & Insurance (9,261 peers)

Coverage in Indiana

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan covers 137 participants in Indiana, about 25% of the average Indiana filer (state average ~541 per filing). Assets: $20M.

#5,944
in Finance & Insurance (9,261 peers)
+12.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan's outsized position by total assets

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,248,613 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

Gibson Insurance Agency, 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. Gibson Insurance Agency, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (137 participants).

Published 5500 schedule card

Filing strip 351116724 · Gibson Insurance Agency, Inc. PY 2022 · ESOP

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan · $20M · 137 · 77th

  • PCT $20M
  • EIN 137
  • RANK 77th
  • PHOTO ESOP
  • IND near Tbm Consulting Group, Inc. Employee Stock Ownership Plan
  • EOY ind #5944

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 Indiana →

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fpl Advisory Group Holdings Co. Employee Stock Ownership PlanFpl Advisory Group Holdings …$20MPipe Distributors, Inc. Employee Stock Ownership PlanPipe Distributors, Inc. Empl…$20MGibson Insurance Agency, Inc. Employee Stock Ownership PlanGibson Insurance Agency, Inc…$20MTbm Consulting Group, Inc. Employee Stock Ownership PlanTbm Consulting Group, Inc. E…$20MEdmund a. Allen Lumber Company Employee Stock Ownership PlanEdmund a. Allen Lumber Compa…$20M
End-of-year total assets ($M) among Gibson Insurance Agency, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN351116724
Plan Effective Date2010-12-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Gibson Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All Gibson Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 34.2664768559599% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $47.4M $63.6M ▲ +34.3%
Year Plans Participants Total Assets
2022 2 286 $47M
2023 2 295 $55M
2024 2 336 $64M

Nearby ESOP Plans in Indiana

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

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Gibson Insurance Agency, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020248613 · Participants: 137Gibson Insurance Agency, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Gibson Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Gibson Insurance Agency, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Tbm Consulting Group, Inc. Employee Stock Ownership Plan in NC ($20M); by covered participants it is Renew Energy, Inc. Employee Stock Ownership Plan in SD (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Gibson Insurance Agency, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Gibson Insurance Agency, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.6% during 2022, from $18M to $20M. Reported net income was $2M.
How have Gibson Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gibson Insurance Agency, Inc.'s sponsor-wide assets grew 34.3%, from $47M to $64M.
Where does Gibson Insurance Agency, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Gibson Insurance Agency, 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 Gibson Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tbm Consulting Group, Inc. Employee Stock Ownership Plan in NC ($20M, 68 participants).
Which ESOP plans cover a similar participant headcount to Gibson Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Renew Energy, Inc. Employee Stock Ownership Plan in SD (137 participants, $819K 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 351116724.

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.