ESOP · DOL Form 5500 · 2023

Grants Management Systems, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
46th
Percentile by assets National rank
$600,174
Avg per participant High balance/head
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Official DOL plan name: Gms, Inc. Employee Stock Ownership Plan · Sponsored by Grants Management Systems, Inc. · Maryland · Professional & Technical Services

$5M in assets, 9 participants

Grants Management Systems, Inc.'s Gms, Inc. Employee Stock Ownership Plan reported $5M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,906 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Gms, Inc. Employee Stock Ownership Plan holds $5M for 9 participants - about $600,174 per participant, in the lower half of filed plans by assets.

#8,906
in Professional & Technical Services (20,321 peers)
+1.9%
assets growth YoY

Gms, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gms, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,401,570 46th percentile higher than 46% 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

Gms, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gms, Inc. Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gms, Inc. Employee Stock Ownership Plan reported net income rose from -$240K in the plan year 2022 filing to $65K in the plan year 2023 filing.
  • Gms, Inc. Employee Stock Ownership Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Gms, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521855011 · Grants Management Systems, Inc. PY 2023 · ESOP

Gms, Inc. Employee Stock Ownership Plan · $5M · 9 · 46th

  • IND $5M
  • EOY 9
  • 5500 46th
  • ASSETS ESOP
  • PCT near I.E. Shaffer & Co. Employee Stock Ownership Plan
  • EIN ind #8906

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 Maryland →

Gms, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Qw ESOP$5MGms, Inc. Employee Stock Ownership PlanGms, Inc. Employee Stock Own…$5MI.E. Shaffer & Co. Employee Stock Ownership PlanI.E. Shaffer & Co. Employee …$5MTown and Country Financial Corp Employee Stock Ownership PlanTown and Country Financial C…$5MViatech Publishing Solutions, Inc. Employee Stock Ownership PlanViatech Publishing Solutions…$5M
End-of-year total assets ($M) among Gms, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$65K
Employer EIN521855011
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grants Management Systems, Inc.)

Sponsor-wide plan assets over time

All Grants Management Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 6.09562490342934% vs 2022
2024 filing year
$5.2M$5.3M$5.4M$5.5M$5.6M$5.7M 202220232024 $5.3M $5.62M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 9 $5M
2024 1 9 $6M

Nearby ESOP Plans in Maryland

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

Gms, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Gms, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00540157 · Participants: 9Gms, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
Gms, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Gms, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest ESOP by assets is I.E. Shaffer & Co. Employee Stock Ownership Plan in NJ ($5M); by covered participants it is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 participants). Same-state nearby plans are listed separately above.

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 Gms, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Gms, Inc. Employee Stock Ownership Plan edged up modestly - up 1.9% during 2023, from $5M to $5M. Reported net income was $65K.
How have Grants Management Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grants Management Systems, Inc.'s sponsor-wide assets grew 6.1%, from $5M to $6M.
Which ESOP plans are similar in size to Gms, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is I.E. Shaffer & Co. Employee Stock Ownership Plan in NJ ($5M, 61 participants).
Which ESOP plans cover a similar participant headcount to Gms, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 participants, N/A 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 521855011.

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.