ESOP · DOL Form 5500 · 2023

Gkz, Inc. ESOP

Data updated 2026-08-25

$42M
Total assets Below avg plan size
92
Participants Small participant base
84th
Percentile by assets National rank
$460,435
Avg per participant High balance/head
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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.

  • #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.

#17,204
in Professional & Technical Services (20,321 peers)
+288.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Evergreen Trading Employee Stock Ownership Plan's outsized position by total assets

Evergreen Trading Employee Stock Ownership Plan vs every filed plan by assets

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

$42,360,000 Top 16% higher than 84% 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

Evergreen Trading Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evergreen Trading Employee Stock Ownership Plan is a small filing (92 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262451950 · Gkz, Inc. PY 2023 · ESOP

Evergreen Trading Employee Stock Ownership Plan · $42M · 92 · 84th

  • IND $42M
  • EOY 92
  • 5500 84th
  • ASSETS ESOP
  • PCT near J. D. Steel Co., Inc. Employee Stock Ownership Plan
  • EIN ind #17204

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 New York →

Evergreen Trading Employee Stock Ownership Plan in the asset neighbourhood

Pflow Industries, Inc. Employee Stock Ownership PlanPflow Industries, Inc. Emplo…$43MTravel Store Employee Stock Ownership PlanTravel Store Employee Stock …$42MJ. D. Steel Co., Inc. Employee Stock Ownership PlanJ. D. Steel Co., Inc. Employ…$42MEvergreen Trading Employee Stock Ownership PlanEvergreen Trading Employee S…$42MGenetics & Ivf Institute Employee Stock Ownership PlanGenetics & Ivf Institute Emp…$42M
End-of-year total assets ($M) among Evergreen Trading Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$31M
Net Income$35M
Employer EIN262451950
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gkz, Inc.)

Sponsor-wide plan assets over time

All Gkz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 358.8591342626559% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $10.9M $50M ▲ +359.0%
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 Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Evergreen Trading Employee Stock Ownership Plan, Total assets ($M): 42.36 · Participants: 92Evergreen Trading Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Evergreen Trading Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Evergreen Trading Employee Stock Ownership Plan side-by-side with 3 peers →

Evergreen Trading Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is J. D. Steel Co., Inc. Employee Stock Ownership Plan in AZ ($42M); by covered participants it is Allen Agency Employee Stock Ownership Plan in ME (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Evergreen Trading Employee Stock Ownership Plan assets move in 2023? ▼
Evergreen Trading Employee Stock Ownership Plan surged - up 288.5% during 2023, from $11M to $42M. Reported net income was $35M.
How have Gkz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gkz, Inc.'s sponsor-wide assets grew 358.9%, from $11M to $50M.
Where does Evergreen Trading Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Evergreen Trading Employee Stock Ownership Plan ranks in the 84th 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 Evergreen Trading Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is J. D. Steel Co., Inc. Employee Stock Ownership Plan in AZ ($42M, 156 participants).
Which ESOP plans cover a similar participant headcount to Evergreen Trading Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allen Agency Employee Stock Ownership Plan in ME (92 participants, $22M 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 262451950.

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.