ESOP · DOL Form 5500 · 2023
Guttman Holdings, Inc. ESOP
Data updated 2026-08-11
- $24M
- Total assets
- 198
- Participants
- 76th
- Percentile by assets
- $120,960
- Avg per participant
Official DOL plan name: Guttman Holdings Employee Stock Ownership Plan · Sponsored by Guttman Holdings, Inc. · Pennsylvania · Wholesale Trade
$24M in assets, 198 participants
Guttman Holdings, Inc.'s Guttman Holdings Employee Stock Ownership Plan reported $24M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 127,072 plans)
- #4,661 in Wholesale Trade (6,309 peers)
Coverage in Pennsylvania
Guttman Holdings Employee Stock Ownership Plan covers 198 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.
- $24M
- total plan assets (2023 EOY)
- 198
- covered participants
- 76th
- percentile by assets (of 127,072 plans)
- $120,960
- avg assets per participant
Where Guttman Holdings Employee Stock Ownership Plan sits by total assets
Guttman Holdings Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,950,000 Top 24% higher than 76% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Guttman Holdings Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Guttman Holdings Employee Stock Ownership Plan reported net income rose from -$98M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Guttman Holdings Employee Stock Ownership Plan reported participants rose from 192 in the plan year 2022 filing to 198 in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Guttman Holdings Employee Stock Ownership Plan reports 198 participants - about 24% of that state average ($24M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | -$83M |
| Net Income | $15M |
| Employer EIN | 920375384 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Guttman Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 192 | $9M |
| 2023 | 1 | 198 | $24M |
| 2024 | 1 | 212 | $32M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Guttman Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Guttman Holdings Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Guttman Holdings Employee Stock Ownership Plan assets move in 2023? ▼
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Where does Guttman Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Guttman Holdings Employee Stock Ownership Plan's numbers.
- By total assets, Guttman Holdings 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 Pennsylvania. Compare plans
- Guttman Holdings, Inc.'s sponsor-wide assets have grown 260.0% since 2022 across 3 plan years on file. More Wholesale Trade plans