ESOP · DOL Form 5500 · 2023

Glenn Burdette, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
82
Participants Small participant base
59th
Percentile by assets National rank
$124,125
Avg per participant Near avg balance/head
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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.

  • #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.

#11,719
in Professional & Technical Services (20,321 peers)
-19.2%
assets change YoY

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.

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

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

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

$10,178,213 Top 41% higher than 59% 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

Glenn Burdette, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Glenn Burdette, Inc. Employee Stock Ownership Plan is a small filing (82 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952772601 · Glenn Burdette, Inc. PY 2023 · ESOP

Glenn Burdette, Inc. Employee Stock Ownership Plan · $10M · 82 · 59th

  • EIN $10M
  • RANK 82
  • PHOTO 59th
  • IND ESOP
  • EOY near Western Potatoes, Inc. Employee Stock Ownership Plan
  • 5500 ind #11719

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 California →

Glenn Burdette, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Johnson-Melloh Employee Stock Ownership PlanJohnson-Melloh Employee Stoc…$10MTech-Marine Business, Inc. Employee Stock Ownership PlanTech-Marine Business, Inc. E…$10MGlenn Burdette, Inc. Employee Stock Ownership PlanGlenn Burdette, Inc. Employe…$10MWestern Potatoes, Inc. Employee Stock Ownership PlanWestern Potatoes, Inc. Emplo…$10MStockwell Elastomerics Perpetuity Employee Stock Ownership PlanStockwell Elastomerics Perpe…$10M
End-of-year total assets ($M) among Glenn Burdette, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Glenn Burdette, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Glenn Burdette, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 12.378208988446158% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $12.6M $11M ▼ -12.4%
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 EIN952772601
Plan Effective Date2000-06-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Glenn Burdette, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010178213 · Participants: 82Glenn Burdette, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Glenn Burdette, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Glenn Burdette, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Western Potatoes, Inc. Employee Stock Ownership Plan in NE ($10M); by covered participants it is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Glenn Burdette, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Glenn Burdette, Inc. Employee Stock Ownership Plan declined sharply - down 19.2% during 2023, from $13M to $10M. Reported net income was -$2M.
How have Glenn Burdette, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Glenn Burdette, Inc.'s sponsor-wide assets declined 12.4%, from $13M to $11M.
Which ESOP plans are similar in size to Glenn Burdette, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Western Potatoes, Inc. Employee Stock Ownership Plan in NE ($10M, 30 participants).
Which ESOP plans cover a similar participant headcount to Glenn Burdette, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (82 participants, $6M 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 952772601.

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.