ESOP · DOL Form 5500 · 2023
Gms Holdings Inc ESOP
Data updated 2026-08-11
- $42M
- Total assets
- 593
- Participants
- 84th
- Percentile by assets
- $71,130
- Avg per participant
Official DOL plan name: Garrett Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Gms Holdings Inc · Maryland · Mining & Oil Extraction
$42M in assets, 593 participants
Gms Holdings Inc's Garrett Holdings, Inc. Employee Stock Ownership Plan reported $42M in total assets and 593 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 127,072 plans)
- #568 in Mining & Oil Extraction (811 peers)
Where Garrett Holdings, Inc. Employee Stock Ownership Plan sits by assets
Garrett Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $42M for 593 participants (~$71,130/participant), up 55.2% in 2023.
- $42M
- total plan assets (2023 EOY)
- 593
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $71,130
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Garrett Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$94M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Garrett Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $27M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Garrett Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 690 in the plan year 2022 filing to 593 in the plan year 2023 filing.
Garrett Holdings, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Garrett Holdings, Inc. Employee Stock Ownership Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | -$67M |
| Net Income | $20M |
| Employer EIN | 920339701 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gms Holdings Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 690 | $27M |
| 2023 | 1 | 593 | $42M |
| 2024 | 1 | 875 | $69M |
Nearby ESOP Plans in Maryland
Peer ESOP plans, same state, same plan type, ranked by total assets.
Garrett Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
- Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,617
- Westat, Inc. Employee Stock Ownership Plan $407M · 3,046
- Kci Technologies, Inc. Employee Stock Ownership Plan $336M · 1,793
- Brown Capital Management ESOP $320M · 35
- Lockheed Martin Corporation Capital Accumulation Plan $267M · 5,839
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Garrett Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Garrett Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Garrett Holdings, 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 Maryland. Compare plans
- Gms Holdings Inc's sponsor-wide assets have grown 153.2% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans