ESOP · DOL Form 5500 · 2023

Global Tax Management, Inc. ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
190
Participants Below avg headcount
80th
Percentile by assets National rank
$165,879
Avg per participant Above avg balance/head
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Official DOL plan name: Global Tax Management, Inc. Employee Stock Ownership Plan · Sponsored by Global Tax Management, Inc. · Pennsylvania · Professional & Technical Services

$32M in assets, 190 participants

Global Tax Management, Inc.'s Global Tax Management, Inc. Employee Stock Ownership Plan reported $32M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,354 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Global Tax Management, Inc. Employee Stock Ownership Plan covers 190 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $32M.

#16,354
in Professional & Technical Services (20,321 peers)
+8.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Global Tax Management, Inc. Employee Stock Ownership Plan's outsized position by total assets

Global Tax Management, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$31,516,999 Top 20% higher than 80% 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

Global Tax Management, 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. Global Tax Management, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Global Tax Management, 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.
  • Global Tax Management, Inc. Employee Stock Ownership Plan end-of-year assets rose from $29M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Global Tax Management, Inc. Employee Stock Ownership Plan reported participants rose from 178 in the plan year 2022 filing to 190 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232817942 · Global Tax Management, Inc. PY 2023 · ESOP

Global Tax Management, Inc. Employee Stock Ownership Plan · $32M · 190 · 80th

  • EOY $32M
  • 5500 190
  • ASSETS 80th
  • PCT ESOP
  • EIN near E-Cycle Inc. Employee Stock Ownership Plan
  • RANK ind #16354

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 →

Global Tax Management, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Quartus Engineering Employee Stock Ownership PlanQuartus Engineering Employee…$32MJanotta & Herner, Inc. Employee Stock Ownership Plan and TrustJanotta & Herner, Inc. Emplo…$32MRitchie Industries, Inc. Employee Stock Ownership PlanRitchie Industries, Inc. Emp…$32MGlobal Tax Management, Inc. Employee Stock Ownership PlanGlobal Tax Management, Inc. …$32ME-Cycle Inc. Employee Stock Ownership PlanE-Cycle Inc. Employee Stock …$31M
End-of-year total assets ($M) among Global Tax Management, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$2M
Employer EIN232817942
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Global Tax Management, Inc.)

Sponsor-wide plan assets over time

All Global Tax Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 38.884573094738066% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.5M $85.4M ▲ +38.9%
Year Plans Participants Total Assets
2022 2 359 $61M
2023 2 380 $73M
2024 2 400 $85M

Nearby ESOP Plans in Pennsylvania

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

Global Tax Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Global Tax Management, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.031516999 · Participants: 190Global Tax Management, Inc. 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
Global Tax Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Global Tax Management, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is E-Cycle Inc. Employee Stock Ownership Plan in OH ($31M); by covered participants it is National Bankshares, Inc. Employee Stock Ownership Plan in VA (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Global Tax Management, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Global Tax Management, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.6% during 2023, from $29M to $32M. Reported net income was $2M.
How have Global Tax Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Global Tax Management, Inc.'s sponsor-wide assets grew 38.9%, from $61M to $85M.
Where does Global Tax Management, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Global Tax Management, Inc. Employee Stock Ownership Plan ranks in the 80th 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 Global Tax Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is E-Cycle Inc. Employee Stock Ownership Plan in OH ($31M, 57 participants).
Which ESOP plans cover a similar participant headcount to Global Tax Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is National Bankshares, Inc. Employee Stock Ownership Plan in VA (190 participants, $7M 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 232817942.

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.