ESOP · DOL Form 5500 · 2023

Gerding Companies, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
93
Participants Small participant base
53rd
Percentile by assets National rank
$82,806
Avg per participant Below avg balance/head
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Official DOL plan name: Gerding Companies, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Gerding Companies, Inc. · Oregon · Construction

$8M in assets, 93 participants

Gerding Companies, Inc.'s Gerding Companies, Inc. Employee Stock Ownership Plan and Trust reported $8M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #4,639 in Construction (9,030 peers)

Gerding Companies, Inc. multi-year trail

Gerding Companies, Inc.'s plans moved -40.3% in assets from 2022 to 2024; this filing shows Gerding Companies, Inc. Employee Stock Ownership Plan and Trust at $8M / 93 participants.

#4,639
in Construction (9,030 peers)
-27.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gerding Companies, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Construction and all filers

Gerding Companies, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,701,000 Top 47% higher than 53% of 127,068 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 2023

Gerding Companies, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gerding Companies, Inc. Employee Stock Ownership Plan and Trust is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gerding Companies, Inc. Employee Stock Ownership Plan and Trust reported net income fell from -$336K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Gerding Companies, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Gerding Companies, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 96 in the plan year 2022 filing to 93 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 453543172 · Gerding Companies, Inc. PY 2023 · ESOP

Gerding Companies, Inc. Employee Stock Ownership Plan and Trust · $8M · 93 · 53rd

  • EOY $8M
  • 5500 93
  • ASSETS 53rd
  • PCT ESOP
  • EIN near Teoc, Inc. Employee Stock Ownership Plan
  • RANK ind #4639

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 Oregon →

Gerding Companies, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Environmental Business Specialists Employee Stock Ownership PlanEnvironmental Business Speci…$8MOtto-Meyer, Inc. Employee Stock Ownership PlanOtto-Meyer, Inc. Employee St…$8MGerding Companies, Inc. Employee Stock Ownership Plan and TrustGerding Companies, Inc. Empl…$8MTeoc, Inc. Employee Stock Ownership PlanTeoc, Inc. Employee Stock Ow…$8MCostquest Employee Stock Ownership PlanCostquest Employee Stock Own…$8M
End-of-year total assets ($M) among Gerding Companies, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Gerding Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gerding Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 40.33462985350324% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $10.7M $6.36M ▼ -40.3%
Year Plans Participants Total Assets
2022 1 96 $11M
2023 1 93 $8M
2024 1 79 $6M

Gerding Companies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN453543172
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Gerding Companies, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Gerding Companies, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 7.701 · Participants: 93Gerding Companies, Inc. Employee Stock Ownership Plan and TrustBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Gerding Companies, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Gerding Companies, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Gerding Companies, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Teoc, Inc. Employee Stock Ownership Plan in CA ($8M); by covered participants it is Twin Mro Employee Stock Ownership Plan in CT (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gerding Companies, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Gerding Companies, Inc. Employee Stock Ownership Plan and Trust declined sharply - down 27.7% during 2023, from $11M to $8M. Reported net income was -$3M.
How have Gerding Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerding Companies, Inc.'s sponsor-wide assets declined 40.3%, from $11M to $6M.
Which ESOP plans are similar in size to Gerding Companies, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Teoc, Inc. Employee Stock Ownership Plan in CA ($8M, 41 participants).
Which ESOP plans cover a similar participant headcount to Gerding Companies, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Twin Mro Employee Stock Ownership Plan in CT (93 participants, $83M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 453543172.

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.