ESOP · DOL Form 5500 · 2023

Guttman Holdings, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
198
Participants Below avg headcount
76th
Percentile by assets National rank
$120,960
Avg per participant Near avg balance/head
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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.

  • #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.

#4,661
in Wholesale Trade (6,309 peers)
+173.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Guttman Holdings Employee Stock Ownership Plan's outsized position 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

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

Guttman Holdings 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. Guttman Holdings Employee Stock Ownership Plan sits mid-pack in the medium band (198 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 920375384 · Guttman Holdings, Inc. PY 2023 · ESOP

Guttman Holdings Employee Stock Ownership Plan · $24M · 198 · 76th

  • PHOTO $24M
  • IND 198
  • EOY 76th
  • 5500 ESOP
  • ASSETS near Larusso Concrete, Inc Employee Stock Ownership Plan and Trust
  • PCT ind #4661

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 →

Guttman Holdings Employee Stock Ownership Plan in the asset neighbourhood

Civil Engineering Services Company ESOP PlanCivil Engineering Services C…$24MGuttman Holdings Employee Stock Ownership PlanGuttman Holdings Employee St…$24MLarusso Concrete, Inc Employee Stock Ownership Plan and TrustLarusso Concrete, Inc Employ…$24MDorsett Industries Employee Stock Ownership PlanDorsett Industries Employee …$24MKline Electric, Inc. Employee Stock Ownership PlanKline Electric, Inc. Employe…$24M
End-of-year total assets ($M) among Guttman Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$83M
Net Income$15M
Employer EIN920375384
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Guttman Holdings, Inc.)

Sponsor-wide plan assets over time

All Guttman Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 259.997053738866% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $8.75M $31.5M ▲ +260.0%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Guttman Holdings Employee Stock Ownership Plan, Total assets ($B): 0.02395 · Participants: 198Guttman Holdings Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Guttman Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Guttman Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Larusso Concrete, Inc Employee Stock Ownership Plan and Trust in OR ($24M); by covered participants it is Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan in MO (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Guttman Holdings Employee Stock Ownership Plan assets move in 2023? ▼
Guttman Holdings Employee Stock Ownership Plan surged - up 173.7% during 2023, from $9M to $24M. Reported net income was $15M.
How have Guttman Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Guttman Holdings, Inc.'s sponsor-wide assets grew 260.0%, from $9M to $32M.
Where does Guttman Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Guttman Holdings Employee Stock Ownership Plan ranks in the 76th 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 Guttman Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Larusso Concrete, Inc Employee Stock Ownership Plan and Trust in OR ($24M, 162 participants).
Which ESOP plans cover a similar participant headcount to Guttman Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan in MO (198 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 920375384.

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.