ESOP · DOL Form 5500 · 2023
Gkz, Inc. ESOP
Data updated 2026-08-11
- $42M
- Total assets
- 92
- Participants
- 84th
- Percentile by assets
- $460,435
- Avg per participant
Official DOL plan name: Evergreen Trading Employee Stock Ownership Plan · Sponsored by Gkz, Inc. · New York · Professional & Technical Services
$42M in assets, 92 participants
Gkz, Inc.'s Evergreen Trading Employee Stock Ownership Plan reported $42M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 127,072 plans)
- #17,204 in Professional & Technical Services (20,321 peers)
Where Evergreen Trading Employee Stock Ownership Plan sits by assets
Evergreen Trading Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $42M for 92 participants (~$460,435/participant), up 288.5% in 2023.
- $42M
- total plan assets (2023 EOY)
- 92
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $460,435
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Evergreen Trading Employee Stock Ownership Plan reported net income rose from -$15M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Evergreen Trading Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Evergreen Trading Employee Stock Ownership Plan reported participants fell from 101 in the plan year 2022 filing to 92 in the plan year 2023 filing.
Evergreen Trading Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Evergreen Trading Employee Stock Ownership Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | -$31M |
| Net Income | $35M |
| Employer EIN | 262451950 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gkz, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $11M |
| 2023 | 1 | 92 | $42M |
| 2024 | 1 | 92 | $50M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
Evergreen Trading Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Evergreen Trading Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Evergreen Trading Employee Stock Ownership Plan assets move in 2023? ▼
How have Gkz, Inc. plan assets changed over time? ▼
Where does Evergreen Trading Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Evergreen Trading Employee Stock Ownership Plan's numbers.
- By total assets, Evergreen Trading Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Gkz, Inc.'s sponsor-wide assets have grown 358.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans