ESOP · DOL Form 5500 · 2023

Gemini Industries Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
205
Participants Below avg headcount
33rd
Percentile by assets National rank
$11,986
Avg per participant Low balance/head
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Official DOL plan name: Gemini Stock Program · Sponsored by Gemini Industries Inc. · Massachusetts · Professional & Technical Services

$2M in assets, 205 participants

Gemini Industries Inc.'s Gemini Stock Program reported $2M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,976 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Gemini Stock Program covers 205 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $2M.

#5,976
in Professional & Technical Services (20,321 peers)
+42.9%
assets growth YoY

Gemini Stock Program among the smaller filed plans by assets

Gemini Stock Program vs every filed plan by assets

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

$2,457,173 33rd percentile higher than 33% 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

Gemini Stock Program 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. Gemini Stock Program sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gemini Stock Program reported net income rose from $130K in the plan year 2022 filing to $737K in the plan year 2023 filing.
  • Gemini Stock Program end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Gemini Stock Program reported participants rose from 183 in the plan year 2022 filing to 205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042917465 · Gemini Industries Inc. PY 2023 · ESOP

Gemini Stock Program · $2M · 205 · 33rd

  • 5500 $2M
  • ASSETS 205
  • PCT 33rd
  • EIN ESOP
  • RANK near Shop Data Systems, Inc. Employee Stock Ownership Plan
  • PHOTO ind #5976

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 Massachusetts →

Gemini Stock Program in the asset neighbourhood

Reproductions, Inc. Employee Stock Ownership PlanReproductions, Inc. Employee…$2MThomas Gray & Associates Employee Stock Ownership PlanThomas Gray & Associates Emp…$2MLullabot, Inc. Employee Stock Ownership PlanLullabot, Inc. Employee Stoc…$2MGemini Stock Program$2MShop Data Systems, Inc. Employee Stock Ownership PlanShop Data Systems, Inc. Empl…$2M
End-of-year total assets ($M) among Gemini Stock Program and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$737K
Employer EIN042917465
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gemini Industries Inc.)

Sponsor-wide plan assets over time

All Gemini Industries Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 60.76186748599125% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.3M $24.6M ▲ +60.7%
Year Plans Participants Total Assets
2022 2 365 $15M
2023 2 395 $21M
2024 2 415 $25M

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Gemini Stock Program vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Gemini Stock Program, Total assets ($M): 2.457173 · Participants: 205Gemini Stock ProgramConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Gemini Stock Program vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Gemini Stock Program side-by-side with 3 peers →

Gemini Stock Program's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Shop Data Systems, Inc. Employee Stock Ownership Plan in TX ($2M); by covered participants it is The Graham Company Employee Stock Ownership Plan in PA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Gemini Stock Program assets move in 2023? ▼
Gemini Stock Program surged - up 42.9% during 2023, from $2M to $2M. Reported net income was $737K.
How have Gemini Industries Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gemini Industries Inc.'s sponsor-wide assets grew 60.8%, from $15M to $25M.
Which ESOP plans are similar in size to Gemini Stock Program? ▼
Among ESOP plans in other states, the closest by assets is Shop Data Systems, Inc. Employee Stock Ownership Plan in TX ($2M, 16 participants).
Which ESOP plans cover a similar participant headcount to Gemini Stock Program? ▼
Among ESOP plans in other states, the closest by covered participants is The Graham Company Employee Stock Ownership Plan in PA (205 participants, $31M 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 042917465.

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.