ESOP · DOL Form 5500 · 2023
Glenn Burdette, Inc. ESOP
Data updated 2026-08-11
- $10M
- Total assets
- 82
- Participants
- 59th
- Percentile by assets
- $124,125
- Avg per participant
Official DOL plan name: Glenn Burdette, Inc. Employee Stock Ownership Plan · Sponsored by Glenn Burdette, Inc. · California · Professional & Technical Services
$10M in assets, 82 participants
Glenn Burdette, Inc.'s Glenn Burdette, Inc. Employee Stock Ownership Plan reported $10M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- 59th percentile by assets (of 127,072 plans)
- #11,719 in Professional & Technical Services (20,321 peers)
Glenn Burdette, Inc. multi-year trail
Glenn Burdette, Inc.'s plans moved -12.4% in assets from 2022 to 2024; this filing shows Glenn Burdette, Inc. Employee Stock Ownership Plan at $10M / 82 participants.
- $10M
- total plan assets (2023 EOY)
- 82
- covered participants
- 59th
- percentile by assets (of 127,072 plans)
- $124,125
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Glenn Burdette, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Glenn Burdette, Inc. Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Glenn Burdette, Inc. Employee Stock Ownership Plan reported participants fell from 91 in the plan year 2022 filing to 82 in the plan year 2023 filing.
Glenn Burdette, Inc. across 3 plan years on file
Across the 3 plan years Glenn Burdette, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $11M, a decline of 12.4%, while reported participants moved from 91 to 83 (-8.8%). Peak year by sponsor assets: 2022 ($13M); trough: 2023 ($10M).
Glenn Burdette, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $13M |
| 2023 | 1 | 82 | $10M |
| 2024 | 1 | 83 | $11M |
Glenn Burdette, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 952772601 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Glenn Burdette, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Glenn Burdette, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Glenn Burdette, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Glenn Burdette, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Glenn Burdette, Inc.'s sponsor-wide assets have declined 12.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans