ESOP · DOL Form 5500 · 2023
Robert D. Gilmore & Associates, Inc. ESOP
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 175
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $224,143
- Avg per participant Above avg balance/head
Official DOL plan name: Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Robert D. Gilmore & Associates, Inc. · Pennsylvania · Professional & Technical Services
$39M in assets, 175 participants
Robert D. Gilmore & Associates, Inc.'s Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan reported $39M in total assets and 175 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.
- #16,978 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan covers 175 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.
- #16,978
- in Professional & Technical Services (20,321 peers)
- +40.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,225,057 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
Robert D. Gilmore & Associates, Inc. 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. Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (175 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 165 in the plan year 2022 filing to 175 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 231992323 · Robert D. Gilmore & Associates, Inc. PY 2023 · ESOP
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan · $39M · 175 · 83rd
- EIN $39M
- RANK 175
- PHOTO 83rd
- IND ESOP
- EOY near The Bruckner Truck Sales, Inc. Employee Stock Ownership Plan
- 5500 ind #16978
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 Pennsylvania →
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $11M |
| Employer EIN | 231992323 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert D. Gilmore & Associates, Inc.)
Sponsor-wide plan assets over time
All Robert D. Gilmore & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 34.62070632000916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 326 | $53M |
| 2023 | 2 | 339 | $66M |
| 2024 | 2 | 343 | $71M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is The Bruckner Truck Sales, Inc. Employee Stock Ownership Plan in TX ($39M); by covered participants it is Coast to Coast Computer Products, Inc. Employee Stock Ownership Plan in CA (175 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- The Bruckner Truck Sales, Inc. Employee Stock Ownership Plan (TX) $39M · 1,079
- Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan (MD) $39M · 191
- Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust (MN) $39M · 490
- Allied Exhaust Systems, Inc. Employee Stock Ownership Plan (CA) $39M · 183
Similar participant headcount
Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.
- Coast to Coast Computer Products, Inc. Employee Stock Ownership Plan (CA) 175 · 0 off
- Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust (KS) 175 · 0 off
- Matrix Design Group, Inc. Employee Stock Ownership Plan (CO) 175 · 0 off
- Systems Engineering, Inc. Employee Stock Ownership Plan (ME) 175 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.