ESOP · DOL Form 5500 · 2023

Gleason Research Associates, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
112
Participants Small participant base
71st
Percentile by assets National rank
$166,454
Avg per participant Above avg balance/head
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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.

  • #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.

#14,419
in Professional & Technical Services (20,321 peers)
+18.4%
assets growth YoY

Gleason Research Associates, Inc. ESOP's outsized position by total assets

Gleason Research Associates, Inc. ESOP vs every filed plan by assets

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

$18,642,869 Top 29% higher than 71% 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

Gleason Research Associates, Inc. ESOP among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gleason Research Associates, Inc. ESOP sits mid-pack in the medium band (112 participants).

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 →

Published 5500 schedule card

Filing strip 521261002 · Gleason Research Associates, Inc. PY 2023 · ESOP

Gleason Research Associates, Inc. ESOP · $19M · 112 · 71st

  • TYPE $19M
  • TYPE 112
  • TYPE 71st
  • TYPE ESOP
  • TYPE near Simventions, Inc. Employee Stock Ownership Plan
  • TYPE ind #14419

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 Alabama →

Gleason Research Associates, Inc. ESOP in the asset neighbourhood

Niblock Excavating, Inc. Employee Stock Ownership PlanNiblock Excavating, Inc. Emp…$19MGleason Research Associates, Inc. ESOPGleason Research Associates,…$19MSimventions, Inc. Employee Stock Ownership PlanSimventions, Inc. Employee S…$19MMinnesota Ag Group, Inc. Employee Stock Ownership PlanMinnesota Ag Group, Inc. Emp…$19MUnited Forming, Inc. Employee Stock Ownership PlanUnited Forming, Inc. Employe…$19M
End-of-year total assets ($M) among Gleason Research Associates, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Gleason Research Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 27.91831984279195% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.5M $41.5M ▲ +27.9%
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 Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Gleason Research Associates, Inc. ESOP, Total assets ($M): 18.642869 · Participants: 112Gleason Research Associates, Inc. ESOPStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Gleason Research Associates, Inc. ESOP vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Gleason Research Associates, Inc. ESOP side-by-side with 3 peers →

Gleason Research Associates, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Simventions, Inc. Employee Stock Ownership Plan in VA ($19M); by covered participants it is W.M. Kelley Company, Inc. Employee Stock Ownership Plan in IN (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 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).
Which ESOP plans cover a similar participant headcount to Gleason Research Associates, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is W.M. Kelley Company, Inc. Employee Stock Ownership Plan in IN (112 participants, $12M 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 521261002.

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.