ESOP · DOL Form 5500 · 2023

Gardant Management Solutions, Inc. ESOP

Data updated 2026-08-25

$853K
Total assets Small plan by assets
113
Participants Small participant base
22nd
Percentile by assets National rank
$7,546
Avg per participant Low balance/head
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Official DOL plan name: Gardant Management Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Gardant Management Solutions, Inc. · Illinois · Professional & Technical Services

$853K in assets, 113 participants

Gardant Management Solutions, Inc.'s Gardant Management Solutions, Inc. Employee Stock Ownership Plan reported $853K in total assets and 113 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.

  • #3,528 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Gardant Management Solutions, Inc. Employee Stock Ownership Plan covers 113 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $853K.

#3,528
in Professional & Technical Services (20,321 peers)
+122.6%
assets growth YoY

Gardant Management Solutions, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Gardant Management Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$852,740 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

Gardant Management Solutions, Inc. 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. Gardant Management Solutions, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gardant Management Solutions, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $470K in the plan year 2023 filing.
  • Gardant Management Solutions, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $853K in the plan year 2023 filing.
  • Gardant Management Solutions, Inc. Employee Stock Ownership Plan reported participants fell from 408 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364311879 · Gardant Management Solutions, Inc. PY 2023 · ESOP

Gardant Management Solutions, Inc. Employee Stock Ownership Plan · $853K · 113 · 22nd

  • EIN $853K
  • EIN 113
  • EIN 22nd
  • EIN ESOP
  • EIN near Marathon Bank Employee Stock Ownership Plan
  • EIN ind #3528

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 Illinois →

Gardant Management Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Jconnelly Employee Stock Ownership PlanJconnelly Employee Stock Own…$857KDuda/Paine Employee Stock Ownership PlanDuda/Paine Employee Stock Ow…$859KGardant Management Solutions, Inc. Employee Stock Ownership PlanGardant Management Solutions…$853KMarathon Bank Employee Stock Ownership PlanMarathon Bank Employee Stock…$852KClimate Systems, Inc. Employee Stock Ownership PlanClimate Systems, Inc. Employ…$855K
End-of-year total assets ($M) among Gardant Management Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$383K
Net Assets (End of Year)$853K
Net Income$470K
Employer EIN364311879
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gardant Management Solutions, Inc.)

Sponsor-wide plan assets over time

All Gardant Management Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.37033837778162% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $7.36M $9.15M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 523 $7M
2023 2 235 $6M
2024 2 248 $9M

Nearby ESOP Plans in Illinois

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

Gardant Management Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Gardant Management Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00085274 · Participants: 113Gardant Management Solutions, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Gardant Management Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Gardant Management Solutions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Gardant Management Solutions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Marathon Bank Employee Stock Ownership Plan in WI ($852K); by covered participants it is Savanna Industries Employee Stock Ownership Plan in VA (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Gardant Management Solutions, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Gardant Management Solutions, Inc. Employee Stock Ownership Plan surged - up 122.6% during 2023, from $383K to $853K. Reported net income was $470K.
How have Gardant Management Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gardant Management Solutions, Inc.'s sponsor-wide assets grew 24.4%, from $7M to $9M.
Where does Gardant Management Solutions, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Gardant Management Solutions, Inc. 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 Gardant Management Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Marathon Bank Employee Stock Ownership Plan in WI ($852K, 30 participants).
Which ESOP plans cover a similar participant headcount to Gardant Management Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Savanna Industries Employee Stock Ownership Plan in VA (113 participants, $34M 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 364311879.

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.