ESOP · DOL Form 5500 · 2023

Gibson Insurance Agency, Inc. ESOP

Data updated 2026-08-11

$23M
Total assets: 143
Participants: 75th
Percentile by assets: $158,386
Avg per participant

Official DOL plan name: Gibson Insurance Agency, Inc. Employee Stock Ownership Plan · Sponsored by Gibson Insurance Agency, Inc. · Indiana · Finance & Insurance

$23M in assets, 143 participants

Gibson Insurance Agency, Inc.'s Gibson Insurance Agency, Inc. Employee Stock Ownership Plan reported $23M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

75th percentile by assets (of 127,072 plans)
#5,511 in Finance & Insurance (8,869 peers)

Coverage in Indiana

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan covers 143 participants in Indiana, about 26% of the average Indiana filer (state average ~541 per filing). Assets: $23M.

$23M
total plan assets (2023 EOY): 143
covered participants: 75th
percentile by assets (of 127,072 plans): $158,386
avg assets per participant

Where Gibson Insurance Agency, Inc. Employee Stock Ownership Plan sits by total assets

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,649,242 Top 25% higher than 75% 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

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Gibson Insurance Agency, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Gibson Insurance Agency, Inc. Employee Stock Ownership Plan reported participants rose from 137 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Indiana

Industry

Finance & Insurance

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Gibson Insurance Agency, Inc. Employee Stock Ownership Plan reports 143 participants - about 26% of that state average ($23M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$22M
Net Income	$2M
Employer EIN	351116724
Plan Effective Date	2010-12-17
Filing Status	FILING RECEIVED

Sponsor Plan History (Gibson Insurance Agency, Inc.)

Total plan assets by year, all Gibson Insurance Agency, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	286	$47M
2023	2	295	$55M
2024	2	336	$64M

Nearby ESOP Plans in Indiana

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

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
Urschel Laboratories Employee Stock Ownership Plan $366M · 487
Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558

Compare Gibson Insurance Agency, Inc. Employee S… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Gibson Insurance Agency, Inc. Employee Stock Ownership Plan by total assets, not by location.

Ldj Manufacturing, Inc. Employee Stock Ownership Plan (IA) $23M · 85
Uscb, Inc. Employee Stock Ownership Plan (CA) $23M · 213
Diamond Antenna and Microwave Corporation Employee Stock Ownership (MA) $23M · 67
Jcs Family, Inc Employee Stock Ownership Plan (PA) $23M · 351

Frequently Asked Questions

How did Gibson Insurance Agency, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.9% during 2023, from $20M to $23M. Reported net income was $2M.

How have Gibson Insurance Agency, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Gibson Insurance Agency, Inc.'s sponsor-wide assets grew 34.3%, from $47M to $64M.

Where does Gibson Insurance Agency, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan ranks in the 75th 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 Gibson Insurance Agency, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Ldj Manufacturing, Inc. Employee Stock Ownership Plan in IA ($23M, 85 participants).

Next read for Gibson Insurance Agency, Inc. Employee S…

Filing takeaways

Ways to act on Gibson Insurance Agency, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Gibson Insurance Agency, Inc. 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 Indiana. Compare plans
Gibson Insurance Agency, Inc.'s sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 351116724.