ESOP · DOL Form 5500 · 2023

Gewalt Hamilton Associates ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
104
Participants Small participant base
59th
Percentile by assets National rank
$98,854
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gewalt Hamilton Associates Employee Stock Ownership Plan · Sponsored by Gewalt Hamilton Associates · Illinois · Professional & Technical Services

$10M in assets, 104 participants

Gewalt Hamilton Associates's Gewalt Hamilton Associates Employee Stock Ownership Plan reported $10M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,770 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Gewalt Hamilton Associates Employee Stock Ownership Plan covers 104 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $10M.

#11,770
in Professional & Technical Services (20,321 peers)
+5.2%
assets growth YoY

Gewalt Hamilton Associates Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gewalt Hamilton Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$10,280,823 Top 41% higher than 59% 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

Gewalt Hamilton Associates 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. Gewalt Hamilton Associates Employee Stock Ownership Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gewalt Hamilton Associates Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to $590K in the plan year 2023 filing.
  • Gewalt Hamilton Associates Employee Stock Ownership Plan reported participants rose from 90 in the plan year 2022 filing to 104 in the plan year 2023 filing.
  • Gewalt Hamilton Associates Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363426053 · Gewalt Hamilton Associates PY 2023 · ESOP

Gewalt Hamilton Associates Employee Stock Ownership Plan · $10M · 104 · 59th

  • SCH $10M
  • SCH 104
  • SCH 59th
  • SCH ESOP
  • SCH near The Model Group Employee Stock Ownership Plan
  • SCH ind #11770

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 Illinois →

Gewalt Hamilton Associates Employee Stock Ownership Plan in the asset neighbourhood

Gewalt Hamilton Associates Employee Stock Ownership PlanGewalt Hamilton Associates E…$10MThe Model Group Employee Stock Ownership PlanThe Model Group Employee Sto…$10MPeerless Holdings, Inc. Employee Stock Ownership PlanPeerless Holdings, Inc. Empl…$10MModern Air Mechanical Employee Stock Ownership PlanModern Air Mechanical Employ…$10MFirst Fontanelle Employee Stock Ownership PlanFirst Fontanelle Employee St…$10M
End-of-year total assets ($M) among Gewalt Hamilton Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income$590K
Employer EIN363426053
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gewalt Hamilton Associates)

Sponsor-wide plan assets over time

All Gewalt Hamilton Associates plans reported in each filing year

Latest sponsor-wide plan assets
$47M 380.6566560125933% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $9.77M $47M ▲ +380.8%
Year Plans Participants Total Assets
2022 1 90 $10M
2023 1 104 $10M
2024 2 238 $47M

Nearby ESOP Plans in Illinois

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

Gewalt Hamilton Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Gewalt Hamilton Associates Employee Stock Ownership Plan, Total assets ($B): 0.010280823 · Participants: 104Gewalt Hamilton Associates Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Gewalt Hamilton Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Gewalt Hamilton Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Gewalt Hamilton Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is The Model Group Employee Stock Ownership Plan in OH ($10M); by covered participants it is Ffb Bancorp Employee Stock Ownership Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Gewalt Hamilton Associates Employee Stock Ownership Plan assets move in 2023? ▼
Gewalt Hamilton Associates Employee Stock Ownership Plan grew at a solid clip - up 5.2% during 2023, from $10M to $10M. Reported net income was $590K.
How have Gewalt Hamilton Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gewalt Hamilton Associates's sponsor-wide assets grew 380.7%, from $10M to $47M.
Which ESOP plans are similar in size to Gewalt Hamilton Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Model Group Employee Stock Ownership Plan in OH ($10M, 114 participants).
Which ESOP plans cover a similar participant headcount to Gewalt Hamilton Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ffb Bancorp Employee Stock Ownership Plan in CA (104 participants, $14M 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 363426053.

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.