ESOP · DOL Form 5500 · 2022
Garrett Enterprises, Inc. ESOP
Data updated 2026-08-25
- $608K
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $17,889
- Avg per participant Low balance/head
Official DOL plan name: Garrett Enterprises ESOP · Sponsored by Garrett Enterprises, Inc. · Nebraska · Retail Trade
$608K in assets, 34 participants
Garrett Enterprises, Inc.'s Garrett Enterprises ESOP reported $608K in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #2,812 in Retail Trade (9,519 peers)
2022 asset change
Garrett Enterprises ESOP contracted severely 77.8% in 2022 ($3M → $608K) for 34 participants.
- #2,812
- in Retail Trade (9,519 peers)
- -77.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Garrett Enterprises ESOP among the smaller filed plans by assets
Garrett Enterprises ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$608,235 20th percentile higher than 20% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Garrett Enterprises ESOP among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Garrett Enterprises ESOP is a small filing (34 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 470526222 · Garrett Enterprises, Inc. PY 2022 · ESOP
Garrett Enterprises ESOP · $608K · 34 · 20th
- PART $608K
- TYPE 34
- NET 20th
- BOOK ESOP
- VS-ST near T.C. Millwork Holdings, Inc. Employee Stock Ownership Plan
- BOY ind #2812
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 Nebraska →
Garrett Enterprises ESOP in the asset neighbourhood
Garrett Enterprises, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Garrett Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $608K |
| 2023 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $608K |
| Net Income | -$2M |
| Employer EIN | 470526222 |
| Plan Effective Date | 2016-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Nebraska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mead Lumber Company Employee Stock Ownership Plan and Trust $380M · 856
- Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan $184M · 64
- Builders Supply Co. , Inc. Employee Stock Ownership Plan $117M · 232
- Majors Plastics, Inc. Employee Stock Ownership Plan $96M · 394
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan $92M · 169
Garrett Enterprises ESOP's out-of-state ESOP peers by assets and headcount
Outside Nebraska, the nearest ESOP by assets is T.C. Millwork Holdings, Inc. Employee Stock Ownership Plan in PA ($609K); by covered participants it is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($608K here).
Similar participant headcount
Nearest other-state filings by covered participants (34 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.