ESOP · DOL Form 5500 · 2022

Garret Holdings, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
690
Participants Below avg headcount
82nd
Percentile by assets National rank
$39,395
Avg per participant Low balance/head
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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.

  • #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.

#599
in Mining & Oil Extraction (892 peers)
+323.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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.

Garrett Holdings, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Garrett Holdings, 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. Garrett Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (690 participants).

DOL schedule card

Filing strip 920339701 · Garret Holdings, Inc. PY 2022 · ESOP

Garrett Holdings, Inc. Employee Stock Ownership Plan · $27M · 690 · 82nd

  • PHOTO $27M
  • PHOTO 690
  • PHOTO 82nd
  • PHOTO ESOP
  • PHOTO near Morrison Construction Company, Inc. Employee Stock Ownership Plan
  • PHOTO ind #599

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 Maryland →

Garrett Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Atlantic Union Bankshares Corporation Employee Stock Ownership PlanAtlantic Union Bankshares Co…$27MGarrett Holdings, Inc. Employee Stock Ownership PlanGarrett Holdings, Inc. Emplo…$27MMorrison Construction Company, Inc. Employee Stock Ownership PlanMorrison Construction Compan…$27MSharpe Executive Group, Inc. Employee Stock Ownership PlanSharpe Executive Group, Inc.…$27MAlmar Contracting Corp Employee Stock Ownership PlanAlmar Contracting Corp Emplo…$27M
End-of-year total assets ($M) among Garrett Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Garret Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 153.21386052260155% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $27.2M $68.8M ▲ +153.2%
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 ($M) Participants Garrett Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.182698 · Participants: 690Garrett Holdings, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
Garrett Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Garrett Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Garrett Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Morrison Construction Company, Inc. Employee Stock Ownership Plan in IN ($27M); by covered participants it is Highland Homes Employee Stock Ownership Plan in TX (690 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (690 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 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).
Which ESOP plans cover a similar participant headcount to Garrett Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Highland Homes Employee Stock Ownership Plan in TX (690 participants, $520M 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 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.