ESOP · DOL Form 5500 · 2022

Garrison, Inc. ESOP

Data updated 2026-08-25

$41M
Total assets Below avg plan size
351
Participants Below avg headcount
86th
Percentile by assets National rank
$117,845
Avg per participant Below avg balance/head
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Official DOL plan name: Garrison, Inc. Employee Stock Ownership Plan · Sponsored by Garrison, Inc. · Alabama · Transportation & Warehousing

$41M in assets, 351 participants

Garrison, Inc.'s Garrison, Inc. Employee Stock Ownership Plan reported $41M in total assets and 351 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #3,308 in Transportation & Warehousing (3,876 peers)

Where Garrison, Inc. Employee Stock Ownership Plan sits by assets

Garrison, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $41M for 351 participants (~$117,845/participant), up 8.2% in 2022.

#3,308
in Transportation & Warehousing (3,876 peers)
+8.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Garrison, Inc. Employee Stock Ownership Plan's outsized position by total assets

Garrison, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$41,363,646 Top 14% higher than 86% 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

Garrison, 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. Garrison, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (351 participants).

DOL schedule card

Filing strip 843498367 · Garrison, Inc. PY 2022 · ESOP

Garrison, Inc. Employee Stock Ownership Plan · $41M · 351 · 86th

  • EOY $41M
  • 5500 351
  • ASSETS 86th
  • PCT ESOP
  • EIN near Ross Industries, Inc. Employee Stock Ownership Plan & Trust
  • RANK ind #3308

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 Alabama →

Garrison, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The American National Bank of Texas Employee Stock Ownership PlanThe American National Bank o…$42MRoss Industries, Inc. Employee Stock Ownership Plan & TrustRoss Industries, Inc. Employ…$41MGarrison, Inc. Employee Stock Ownership PlanGarrison, Inc. Employee Stoc…$41MConservit, Inc. Employee Stock Ownership PlanConservit, Inc. Employee Sto…$41MValsource, Inc. Employee Stock Ownership PlanValsource, Inc. Employee Sto…$41M
End-of-year total assets ($M) among Garrison, 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)$38M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN843498367
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Garrison, Inc.)

Sponsor-wide plan assets over time

All Garrison, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 9.39052621702872% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $60.7M $66.5M ▲ +9.4%
Year Plans Participants Total Assets
2022 2 910 $61M
2023 2 1,203 $57M
2024 2 1,070 $66M

Nearby ESOP Plans in Alabama

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

Garrison, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Garrison, Inc. Employee Stock Ownership Plan, Total assets ($M): 41.363646 · Participants: 351Garrison, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 163.711693 · Participants: 231Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 126.162 · Participants: 130Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 120.092479 · Participants: 853Radiance Technologies, Inc. Employee Stock Ownership Plan
Garrison, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Garrison, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest ESOP by assets is Ross Industries, Inc. Employee Stock Ownership Plan & Trust in NY ($41M); by covered participants it is Bartlett & West, Inc. Employee Stock Ownership Plan in KS (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Garrison, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Garrison, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.2% during 2022, from $38M to $41M. Reported net income was $4M.
How have Garrison, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Garrison, Inc.'s sponsor-wide assets grew 9.4%, from $61M to $66M.
Where does Garrison, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Garrison, Inc. Employee Stock Ownership Plan ranks in the 86th 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 Garrison, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ross Industries, Inc. Employee Stock Ownership Plan & Trust in NY ($41M, 122 participants).
Which ESOP plans cover a similar participant headcount to Garrison, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bartlett & West, Inc. Employee Stock Ownership Plan in KS (351 participants, $49M 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 843498367.

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.