ESOP · DOL Form 5500 · 2023

Gleason Research Associates, Inc. ESOP

Data updated 2026-08-11

$19M
Total assets
112
Participants
71st
Percentile by assets
$166,454
Avg per participant
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Official DOL plan name: Gleason Research Associates, Inc. ESOP · Sponsored by Gleason Research Associates, Inc. · Alabama · Professional & Technical Services

$19M in assets, 112 participants

Gleason Research Associates, Inc.'s Gleason Research Associates, Inc. ESOP reported $19M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • 71st percentile by assets (of 127,072 plans)
  • #14,419 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Gleason Research Associates, Inc. ESOP covers 112 participants in Alabama, about 31% of the average Alabama filer (state average ~360 per filing). Assets: $19M.

$19M
total plan assets (2023 EOY)
112
covered participants
71st
percentile by assets (of 127,072 plans)
$166,454
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gleason Research Associates, Inc. ESOP reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Gleason Research Associates, Inc. ESOP end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Gleason Research Associates, Inc. ESOP reports 112 participants - about 31% of that state average ($19M EOY assets).

Alabama filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$3M
Net Income$4M
Employer EIN521261002
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gleason Research Associates, Inc.)

$30M$35M$40M$45M 202220232024 $32.5M $41.5M ▲ +27.9%
Total plan assets by year, all Gleason Research Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 2 231 $32M
2023 2 226 $38M
2024 2 236 $42M

Nearby ESOP Plans in Alabama

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

Gleason Research Associates, Inc. ESOP vs. nearby ESOP plans in Alabama, assets vs. participants

Gleason Research Associates, Inc. ESOP vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Gleason Research Ass…Starfish Holdings, I…Inline Electric Empl…Radiance Technologie…Signature Homes Empl…Employee Stock Owner…
Gleason Research Associates, Inc. ESOP vs. nearby ESOP plans in Alabama, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Gleason Research Associates, Inc. ESOP by total assets, not by location.

Frequently Asked Questions

How did Gleason Research Associates, Inc. ESOP assets move in 2023?
Gleason Research Associates, Inc. ESOP grew sharply - up 18.4% during 2023, from $16M to $19M. Reported net income was $4M.
How have Gleason Research Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Gleason Research Associates, Inc.'s sponsor-wide assets grew 27.9%, from $32M to $42M.
Which ESOP plans are similar in size to Gleason Research Associates, Inc. ESOP?
Among ESOP plans in other states, the closest by assets is Simventions, Inc. Employee Stock Ownership Plan in VA ($19M, 333 participants).

Next read for Gleason Research Associates, Inc. ESOP

Filing takeaways

Ways to act on Gleason Research Associates, Inc. ESOP's numbers.