ESOP · DOL Form 5500 · 2022

Gibbs M. Smith, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
73
Participants Small participant base
37th
Percentile by assets National rank
$34,816
Avg per participant Low balance/head
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Official DOL plan name: Gibbs M. Smith, Inc. Employee Stock Ownership Plan · Sponsored by Gibbs M. Smith, Inc. · Utah · Information & Media

$3M in assets, 73 participants

Gibbs M. Smith, Inc.'s Gibbs M. Smith, Inc. Employee Stock Ownership Plan reported $3M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #649 in Information & Media (2,911 peers)

Gibbs M. Smith, Inc. multi-year trail

Gibbs M. Smith, Inc.'s plans moved +57.4% in assets from 2022 to 2024; this filing shows Gibbs M. Smith, Inc. Employee Stock Ownership Plan at $3M / 73 participants.

#649
in Information & Media (2,911 peers)
+22.7%
assets growth YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gibbs M. Smith, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Information & Media and all filers

Gibbs M. Smith, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,541,559 37th percentile higher than 37% 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

Gibbs M. Smith, 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. Gibbs M. Smith, Inc. Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

DOL schedule card

Filing strip 870289030 · Gibbs M. Smith, Inc. PY 2022 · ESOP

Gibbs M. Smith, Inc. Employee Stock Ownership Plan · $3M · 73 · 37th

  • BOOK $3M
  • VS-ST 73
  • BOY 37th
  • SCH ESOP
  • EBSA near Reliable Castings Corporation Employee Stock Ownership Plan
  • PART ind #649

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 Utah →

Gibbs M. Smith, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Gibbs M. Smith, Inc. Employee Stock Ownership PlanGibbs M. Smith, Inc. Employe…$3MReliable Castings Corporation Employee Stock Ownership PlanReliable Castings Corporatio…$3MDon Durden Employee Stock Ownership PlanDon Durden Employee Stock Ow…$3MCallender Construction Company, Inc. Employee Stock Ownership PlanCallender Construction Compa…$3MWinsystems, Inc. Employee Stock Ownership PlanWinsystems, Inc. Employee St…$3M
End-of-year total assets ($M) among Gibbs M. Smith, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Gibbs M. Smith, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gibbs M. Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 57.42451778613048% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.54M $4M ▲ +57.5%
Year Plans Participants Total Assets
2022 1 73 $3M
2023 1 90 $3M
2024 1 79 $4M

Gibbs M. Smith, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$548K
Net Income-$1M
Employer EIN870289030
Plan Effective Date2014-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Gibbs M. Smith, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. 0200400600800 -50050100150 Total assets ($M) Participants Gibbs M. Smith, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.541559 · Participants: 73Gibbs M. Smith, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 100.217205 · Participants: 33Fj Management Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.600451 · Participants: 492Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.504943 · Participants: 473Rocky Mountain Atv, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 60.628689 · Participants: 650Whitaker Construction Co., Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 32.233096 · Participants: 108Central Milling Employee Stock Ownership Plan and Trust
Gibbs M. Smith, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Gibbs M. Smith, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Utah, the nearest ESOP by assets is Reliable Castings Corporation Employee Stock Ownership Plan in OH ($3M); by covered participants it is Ccb Financial Corp. Employee Stock Ownership Plan and Trust in MO (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Gibbs M. Smith, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Gibbs M. Smith, Inc. Employee Stock Ownership Plan grew sharply - up 22.7% during 2022, from $2M to $3M. Reported net income was -$1M.
How have Gibbs M. Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gibbs M. Smith, Inc.'s sponsor-wide assets grew 57.4%, from $3M to $4M.
Which ESOP plans are similar in size to Gibbs M. Smith, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Reliable Castings Corporation Employee Stock Ownership Plan in OH ($3M, 106 participants).
Which ESOP plans cover a similar participant headcount to Gibbs M. Smith, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ccb Financial Corp. Employee Stock Ownership Plan and Trust in MO (73 participants, $4M 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 870289030.

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.