ESOP · DOL Form 5500 · 2023
Gish, Sherwood & Friends, Inc. ESOP
Data updated 2026-08-25
- $500K
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $7,246
- Avg per participant Low balance/head
Official DOL plan name: Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan · Sponsored by Gish, Sherwood & Friends, Inc. · Tennessee · Professional & Technical Services
$500K in assets, 69 participants
Gish, Sherwood & Friends, Inc.'s Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan reported $500K in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,740 in Professional & Technical Services (20,321 peers)
Gish, Sherwood & Friends, Inc. multi-year trail
Gish, Sherwood & Friends, Inc.'s plans moved +71.2% in assets from 2022 to 2024; this filing shows Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan at $500K / 69 participants.
- #2,740
- in Professional & Technical Services (20,321 peers)
- -74.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$500,000 18th percentile higher than 18% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan reported net income fell from $307K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $500K in the plan year 2023 filing.
- Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan reported participants fell from 100 in the plan year 2022 filing to 69 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 621032086 · Gish, Sherwood & Friends, Inc. PY 2023 · ESOP
Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan · $500K · 69 · 18th
- NET $500K
- NET 69
- NET 18th
- NET ESOP
- NET near Grassi Advisory Group Employee Stock Ownership Plan
- NET ind #2740
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 Tennessee →
Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Gish, Sherwood & Friends, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Gish, Sherwood & Friends, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 71.2490039838513% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 195 | $9M |
| 2023 | 2 | 157 | $9M |
| 2024 | 2 | 146 | $16M |
Gish, Sherwood & Friends, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$18M |
| Net Income | -$1M |
| Employer EIN | 621032086 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $221M · 190
- National Health Corp Leveraged Employee Stock Ownership Plan $144M · 1,470
- 3ls, Inc. Employee Stock Ownership Plan $134M · 424
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $99M · 483
Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Tennessee, the nearest ESOP by assets is Grassi Advisory Group Employee Stock Ownership Plan in NY ($500K); by covered participants it is Oconee Savings & Loan Association Employee Stock Ownership Plan in SC (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($500K here).
Similar participant headcount
Nearest other-state filings by covered participants (69 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.