ESOP · DOL Form 5500 · 2023

G W Holdings, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
43
Participants Small participant base
74th
Percentile by assets National rank
$501,551
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: G W Holdings, Inc. Employee Stock Ownership Plan · Sponsored by G W Holdings, Inc. · Texas · Mining & Oil Extraction

$22M in assets, 43 participants

G W Holdings, Inc.'s G W Holdings, Inc. Employee Stock Ownership Plan reported $22M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #455 in Mining & Oil Extraction (811 peers)

G W Holdings, Inc. multi-year trail

G W Holdings, Inc.'s plans moved +55.5% in assets from 2022 to 2024; this filing shows G W Holdings, Inc. Employee Stock Ownership Plan at $22M / 43 participants.

#455
in Mining & Oil Extraction (811 peers)
+10.9%
assets growth YoY

G W Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

G W Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$21,566,694 Top 26% higher than 74% 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

G W Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G W Holdings, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • G W Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • G W Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • G W Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 460487235 · G W Holdings, Inc. PY 2023 · ESOP

G W Holdings, Inc. Employee Stock Ownership Plan · $22M · 43 · 74th

  • BOOK $22M
  • BOOK 43
  • BOOK 74th
  • BOOK ESOP
  • BOOK near Regal Service Employee Stock Ownership Plan
  • BOOK ind #455

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 Texas →

G W Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stephens & Smith Construction Co., Inc. Employee Stock Ownership PlanStephens & Smith Constructio…$22MG W Holdings, Inc. Employee Stock Ownership PlanG W Holdings, Inc. Employee …$22MRegal Service Employee Stock Ownership PlanRegal Service Employee Stock…$22MPatterson Pope, Inc Employee Stock Ownership PlanPatterson Pope, Inc Employee…$22MWohlsen Construction Company Employee Stock Ownership PlanWohlsen Construction Company…$22M
End-of-year total assets ($M) among G W Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

G W Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All G W Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 55.458594940535555% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.5M $30.2M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 39 $19M
2023 1 43 $22M
2024 1 42 $30M

G W Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN460487235
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

G W Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants G W Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.021566694 · Participants: 43G W Holdings, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
G W Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare G W Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

G W Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Regal Service Employee Stock Ownership Plan in NY ($22M); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 G W Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
G W Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.9% during 2023, from $19M to $22M. Reported net income was $2M.
How have G W Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G W Holdings, Inc.'s sponsor-wide assets grew 55.5%, from $19M to $30M.
Which ESOP plans are similar in size to G W Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Regal Service Employee Stock Ownership Plan in NY ($22M, 98 participants).
Which ESOP plans cover a similar participant headcount to G W Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants, $5M 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 460487235.

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.