ESOP · DOL Form 5500 · 2022

Thomas Gray & Associates ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
42nd
Percentile by assets National rank
$552,535
Avg per participant High balance/head
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Official DOL plan name: Thomas Gray & Associates Employee Stock Ownership Plan · Sponsored by Thomas Gray & Associates · California · Construction

$3M in assets, 6 participants

Thomas Gray & Associates's Thomas Gray & Associates Employee Stock Ownership Plan reported $3M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,026 in Construction (9,927 peers)

Thomas Gray & Associates multi-year trail

Thomas Gray & Associates's plans moved -15.6% in assets from 2022 to 2024; this filing shows Thomas Gray & Associates Employee Stock Ownership Plan at $3M / 6 participants.

#4,026
in Construction (9,927 peers)
-6.3%
assets change YoY

The plan reported a net loss of $224K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thomas Gray & Associates Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Thomas Gray & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$3,315,210 42nd percentile higher than 42% 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

Thomas Gray & Associates Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas Gray & Associates Employee Stock Ownership Plan is a micro filing (6 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 953474476 · Thomas Gray & Associates PY 2022 · ESOP

Thomas Gray & Associates Employee Stock Ownership Plan · $3M · 6 · 42nd

  • IND $3M
  • EOY 6
  • 5500 42nd
  • ASSETS ESOP
  • PCT near The Troxel Company Employee Stock Ownership Plan and Trust
  • EIN ind #4026

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 California →

Thomas Gray & Associates Employee Stock Ownership Plan in the asset neighbourhood

Thomas Gray & Associates Employee Stock Ownership PlanThomas Gray & Associates Emp…$3MThe Troxel Company Employee Stock Ownership Plan and TrustThe Troxel Company Employee …$3MWillbrook Solutions, Inc. Employee Stock Ownership PlanWillbrook Solutions, Inc. Em…$3MCiti, Inc. Employee Stock Ownership PlanCiti, Inc. Employee Stock Ow…$3MRichards Agency, Inc. Employee Stock Ownership PlanRichards Agency, Inc. Employ…$3M
End-of-year total assets ($M) among Thomas Gray & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Thomas Gray & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Thomas Gray & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.608211847816577% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $3.32M $2.8M ▼ -15.7%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 5 $2M
2024 1 6 $3M

Thomas Gray & Associates filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$224K
Employer EIN953474476
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Thomas Gray & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Thomas Gray & Associates Employee Stock Ownership Plan, Total assets ($B): 0.00331521 · Participants: 6Thomas Gray & Associates Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Thomas Gray & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Thomas Gray & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Thomas Gray & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is The Troxel Company Employee Stock Ownership Plan and Trust in TN ($3M); by covered participants it is Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust in KS (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Thomas Gray & Associates Employee Stock Ownership Plan assets move in 2022? ▼
Thomas Gray & Associates Employee Stock Ownership Plan pulled back noticeably - down 6.3% during 2022, from $4M to $3M. Reported net income was -$224K.
How have Thomas Gray & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas Gray & Associates's sponsor-wide assets declined 15.6%, from $3M to $3M.
Which ESOP plans are similar in size to Thomas Gray & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Troxel Company Employee Stock Ownership Plan and Trust in TN ($3M, 107 participants).
Which ESOP plans cover a similar participant headcount to Thomas Gray & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust in KS (6 participants, $2M 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 953474476.

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.