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
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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

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

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.

See the national 2022→2023 release diff →

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

Rpm Group, Inc. Employee Stock Ownership PlanRpm Group, Inc. Employee Sto…$39MSchmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and TrustSchmitty & Sons Holdings, In…$39MAyers/Saint/Gross, Incorporated Employee Stock Ownership PlanAyers/Saint/Gross, Incorpora…$39MThe Bruckner Truck Sales, Inc. Employee Stock Ownership PlanThe Bruckner Truck Sales, In…$39MRobert D. Gilmore & Associates, Inc. Employee Stock Ownership PlanRobert D. Gilmore & Associat…$39M
End-of-year total assets ($M) among Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN520899570
Plan Effective Date2013-01-01
Filing StatusFILING 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
$70M$75M$80M$85M 202220232024 $72.1M $83.8M ▲ +16.2%
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.

Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.039250128 · Participants: 191Ayers/Saint/Gross, Incorporated Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants

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.

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 Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan assets move in 2023?
Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan grew at a solid clip - up 8.1% during 2023, from $36M to $39M. Reported net income was $3M.
How have Ayers/Saint/Gross, Incorporated plan assets changed over time?
Across 3 plan years on file (2022-2024), Ayers/Saint/Gross, Incorporated's sponsor-wide assets grew 16.2%, from $72M to $84M.
Where does Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust in MN ($39M, 490 participants).
Which ESOP plans cover a similar participant headcount to Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Denbow Company ESOP in TX (191 participants, $44M in assets).