ESOP · DOL Form 5500 · 2023
Ayers/Saint/Gross, Incorporated ESOP
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 191
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $205,498
- Avg per participant Above avg balance/head
Official DOL plan name: Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan · Sponsored by Ayers/Saint/Gross, Incorporated · Maryland · Professional & Technical Services
$39M in assets, 191 participants
Ayers/Saint/Gross, Incorporated's Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan reported $39M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,979 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan covers 191 participants in Maryland, about 21% of the average Maryland filer (state average ~929 per filing). Assets: $39M.
- #16,979
- in Professional & Technical Services (20,321 peers)
- +8.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan's outsized position by total assets
Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,250,128 Top 17% higher than 83% 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
Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan 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. Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan reported net income rose from $774K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan reported participants rose from 167 in the plan year 2022 filing to 191 in the plan year 2023 filing.
- Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan end-of-year assets rose from $36M in the plan year 2022 filing to $39M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 520899570 · Ayers/Saint/Gross, Incorporated PY 2023 · ESOP
Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan · $39M · 191 · 83rd
- SCH $39M
- SCH 191
- SCH 83rd
- SCH ESOP
- SCH near Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust
- SCH ind #16979
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 Maryland →
Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $3M |
| Employer EIN | 520899570 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ayers/Saint/Gross, Incorporated)
Sponsor-wide plan assets over time
All Ayers/Saint/Gross, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 16.233334232107524% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 353 | $72M |
| 2023 | 2 | 403 | $80M |
| 2024 | 2 | 377 | $84M |
Nearby ESOP Plans in Maryland
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,617
- Westat, Inc. Employee Stock Ownership Plan $407M · 3,046
- Kci Technologies, Inc. Employee Stock Ownership Plan $336M · 1,793
- Brown Capital Management ESOP $320M · 35
- Lockheed Martin Corporation Capital Accumulation Plan $267M · 5,839
Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Maryland, the nearest ESOP by assets is Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust in MN ($39M); by covered participants it is Denbow Company ESOP in TX (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust (MN) $39M · 490
- The Bruckner Truck Sales, Inc. Employee Stock Ownership Plan (TX) $39M · 1,079
- Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan (PA) $39M · 175
- Rpm Group, Inc. Employee Stock Ownership Plan (NJ) $39M · 225
Similar participant headcount
Nearest other-state filings by covered participants (191 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.