ESOP · DOL Form 5500 · 2022

Global Tax Management, Inc. ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
178
Participants Small participant base
82nd
Percentile by assets National rank
$163,072
Avg per participant Above avg balance/head
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Official DOL plan name: Global Tax Management, Inc. Employee Stock Ownership Plan · Sponsored by Global Tax Management, Inc. · Pennsylvania · Professional & Technical Services

$29M in assets, 178 participants

Global Tax Management, Inc.'s Global Tax Management, Inc. Employee Stock Ownership Plan reported $29M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,886 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Global Tax Management, Inc. Employee Stock Ownership Plan covers 178 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $29M.

#17,886
in Professional & Technical Services (21,562 peers)
-3.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Global Tax Management, Inc. Employee Stock Ownership Plan's outsized position by total assets

Global Tax Management, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$29,026,747 Top 18% higher than 82% 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

Global Tax Management, 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. Global Tax Management, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (178 participants).

Plan-year Form 5500 strip

Filing strip 232817942 · Global Tax Management, Inc. PY 2022 · ESOP

Global Tax Management, Inc. Employee Stock Ownership Plan · $29M · 178 · 82nd

  • EOY $29M
  • 5500 178
  • ASSETS 82nd
  • PCT ESOP
  • EIN near Ci3 Employee Stock Ownership Plan
  • RANK ind #17886

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 Pennsylvania →

Global Tax Management, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Concrete Supply Co. Inc. Employee Stock Ownership PlanConcrete Supply Co. Inc. Emp…$29MGlobal Tax Management, Inc. Employee Stock Ownership PlanGlobal Tax Management, Inc. …$29MCi3 Employee Stock Ownership PlanCi3 Employee Stock Ownership…$29MKi Industries, Inc. Employee Stock Ownership PlanKi Industries, Inc. Employee…$29MKkw Holdings, Inc. Employee Stock Ownership PlanKkw Holdings, Inc. Employee …$29M
End-of-year total assets ($M) among Global Tax Management, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$29M
Net Income-$1M
Employer EIN232817942
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Global Tax Management, Inc.)

Sponsor-wide plan assets over time

All Global Tax Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 38.884573094738066% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.5M $85.4M ▲ +38.9%
Year Plans Participants Total Assets
2022 2 359 $61M
2023 2 380 $73M
2024 2 400 $85M

Nearby ESOP Plans in Pennsylvania

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

Global Tax Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Global Tax Management, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.029026747 · Participants: 178Global Tax Management, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Global Tax Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Global Tax Management, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Ci3 Employee Stock Ownership Plan in IA ($29M); by covered participants it is Exxel Pacific, Inc. Employee Stock Ownership Plan in WA (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Global Tax Management, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Global Tax Management, Inc. Employee Stock Ownership Plan edged down modestly - down 3.4% during 2022, from $30M to $29M. Reported net income was -$1M.
How have Global Tax Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Global Tax Management, Inc.'s sponsor-wide assets grew 38.9%, from $61M to $85M.
Where does Global Tax Management, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Global Tax Management, Inc. Employee Stock Ownership Plan ranks in the 82nd 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 Global Tax Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ci3 Employee Stock Ownership Plan in IA ($29M, 78 participants).
Which ESOP plans cover a similar participant headcount to Global Tax Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Exxel Pacific, Inc. Employee Stock Ownership Plan in WA (178 participants, $23M 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 232817942.

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.