ESOP · DOL Form 5500 · 2022

Garret Holdings, Inc. ESOP

Data updated 2026-08-11

$27M
Total assets
690
Participants
82nd
Percentile by assets
$39,395
Avg per participant
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Official DOL plan name: Garrett Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Garret Holdings, Inc. · Maryland · Mining & Oil Extraction

$27M in assets, 690 participants

Garret Holdings, Inc.'s Garrett Holdings, Inc. Employee Stock Ownership Plan reported $27M in total assets and 690 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)
  • #599 in Mining & Oil Extraction (892 peers)

Where Garrett Holdings, Inc. Employee Stock Ownership Plan sits by assets

Garrett Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 690 participants (~$39,395/participant), up 323.1% in 2022.

$27M
total plan assets (2022 EOY)
690
covered participants
82nd
percentile by assets (of 139,126 plans)
$39,395
avg assets per participant

The plan reported a net loss of $94M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Garrett Holdings, Inc. Employee Stock Ownership Plan sits by total assets

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

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

$27,182,698 Top 18% higher than 82% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Maryland
Industry
Mining & Oil Extraction

Garrett Holdings, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Garrett Holdings, Inc. Employee Stock Ownership Plan outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$88M
Net Income-$94M
Employer EIN920339701
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Garret Holdings, Inc.)

$20M$40M$60M$80M 202220232024 $27.2M $68.8M ▲ +153.2%
Total plan assets by year, all Garret Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 690 $27M
2023 1 593 $42M
2024 1 875 $69M

Nearby ESOP Plans in Maryland

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

Garrett Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Garrett Holdings, In…, Total assets ($M): 27.182698 · Participants: 690Garrett Holdings, In…Evapco, Inc. Employe…, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employe…Westat, Inc. Employe…, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employe…Brown Capital Manage…, Total assets ($M): 368.113953 · Participants: 34Brown Capital Manage…Kci Technologies, In…, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, In…Lockheed Martin Corp…, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corp…
Garrett Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Garrett Holdings, Inc. Employee Stock Ow… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Garrett Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Garrett Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Garrett Holdings, Inc. Employee Stock Ownership Plan surged - up 323.1% during 2022, from $6M to $27M. Reported net income was -$94M.
How have Garret Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Garret Holdings, Inc.'s sponsor-wide assets grew 153.2%, from $27M to $69M.
Where does Garrett Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Garrett Holdings, 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 Garrett Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Morrison Construction Company, Inc. Employee Stock Ownership Plan in IN ($27M, 50 participants).

Next read for Garrett Holdings, Inc. Employee Stock Ow…

Scale reading

Ways to act on Garrett Holdings, Inc. Employee Stock Ownership Plan's numbers.

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 920339701.

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.