ESOP · DOL Form 5500 · 2022
Global Tax Management, Inc. ESOP
Data updated 2026-08-11
- $29M
- Total assets
- 178
- Participants
- 82nd
- Percentile by assets
- $163,072
- Avg per participant
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.
- 82nd percentile by assets (of 139,126 plans)
- #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.
- $29M
- total plan assets (2022 EOY)
- 178
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $163,072
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Global Tax Management, Inc. Employee Stock Ownership Plan reports 178 participants - about 22% of that state average ($29M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$1M |
| Employer EIN | 232817942 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Global Tax Management, Inc.)
| 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
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Global Tax Management, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Global Tax Management, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Global Tax Management, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Global Tax Management, Inc.'s sponsor-wide assets have grown 38.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans