ESOP · DOL Form 5500 · 2023

Geo Test, Inc. ESOP

Data updated 2026-08-25

$800K
Total assets Small plan by assets
31
Participants Small participant base
22nd
Percentile by assets National rank
$25,820
Avg per participant Low balance/head
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Official DOL plan name: Geo-Test Incorporated Employee Stock Ownership Plan · Sponsored by Geo Test, Inc. · New Mexico · Professional & Technical Services

$800K in assets, 31 participants

Geo Test, Inc.'s Geo-Test Incorporated Employee Stock Ownership Plan reported $800K in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,421 in Professional & Technical Services (20,321 peers)

Geo Test, Inc. multi-year trail

Geo Test, Inc.'s plans moved +139.2% in assets from 2022 to 2024; this filing shows Geo-Test Incorporated Employee Stock Ownership Plan at $800K / 31 participants.

#3,421
in Professional & Technical Services (20,321 peers)
+59.0%
assets growth YoY

Geo-Test Incorporated Employee Stock Ownership Plan among the smaller filed plans by assets

Geo-Test Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$800,414 22nd percentile higher than 22% 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

Geo-Test Incorporated 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. Geo-Test Incorporated Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Geo-Test Incorporated Employee Stock Ownership Plan reported net income rose from $154K in the plan year 2022 filing to $353K in the plan year 2023 filing.
  • Geo-Test Incorporated Employee Stock Ownership Plan end-of-year assets rose from $503K in the plan year 2022 filing to $800K in the plan year 2023 filing.
  • Geo-Test Incorporated Employee Stock Ownership Plan reported participants fell from 32 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850312995 · Geo Test, Inc. PY 2023 · ESOP

Geo-Test Incorporated Employee Stock Ownership Plan · $800K · 31 · 22nd

  • PCT $800K
  • PCT 31
  • PCT 22nd
  • PCT ESOP
  • PCT near Lushin and Associates, Inc. Employee Stock Ownership Plan
  • PCT ind #3421

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 New Mexico →

Geo-Test Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Sinor Emergency Medical Service, Inc. Employee Stock Ownership PlanSinor Emergency Medical Serv…$808KRenew Energy, Inc. Employee Stock Ownership PlanRenew Energy, Inc. Employee …$809KGeo-Test Incorporated Employee Stock Ownership PlanGeo-Test Incorporated Employ…$800KLushin and Associates, Inc. Employee Stock Ownership PlanLushin and Associates, Inc. …$797KLloyd Design Corporation Employee Stock Ownership PlanLloyd Design Corporation Emp…$793K
End-of-year total assets ($M) among Geo-Test Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Geo Test, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Geo Test, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 139.15678451071406% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.5M $1.2M ▲ +140.0%
Year Plans Participants Total Assets
2022 1 32 $503K
2023 1 31 $800K
2024 1 31 $1M

Geo Test, Inc. filing trail (2023)

Total Assets (Beginning of Year)$503K
Net Assets (End of Year)$192K
Net Income$353K
Employer EIN850312995
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Mexico

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

Geo-Test Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Geo-Test Incorporated Employee Stock Ownership Plan, Total assets ($M): 0.800414 · Participants: 31Geo-Test Incorporated Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 605.825813 · Participants: 1981Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 58.69174 · Participants: 107Ppic Employee Stock Ownership PlanAzurite Professional Community Employee Stock Ownership Plan, Total assets ($M): 23.538133 · Participants: 259Azurite Professional Community Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 21.320873 · Participants: 101Citizens Bank Employee Stock Ownership and Retirement Savings PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.971857 · Participants: 14Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan
Geo-Test Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Geo-Test Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Geo-Test Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Mexico, the nearest ESOP by assets is Lushin and Associates, Inc. Employee Stock Ownership Plan in IN ($797K); by covered participants it is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Geo-Test Incorporated Employee Stock Ownership Plan assets move in 2023? ▼
Geo-Test Incorporated Employee Stock Ownership Plan surged - up 59.0% during 2023, from $503K to $800K. Reported net income was $353K.
How have Geo Test, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geo Test, Inc.'s sponsor-wide assets grew 139.2%, from $503K to $1M.
Where does Geo-Test Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Geo-Test Incorporated Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Geo-Test Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lushin and Associates, Inc. Employee Stock Ownership Plan in IN ($797K, N/A participants).
Which ESOP plans cover a similar participant headcount to Geo-Test Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants, $11M 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 850312995.

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.