ESOP · DOL Form 5500 · 2023

Thomas Gray & Associates ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
33rd
Percentile by assets National rank
$493,392
Avg per participant High balance/head
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Official DOL plan name: Thomas Gray & Associates Employee Stock Ownership Plan · Sponsored by Thomas Gray & Associates · California · Construction

$2M in assets, 5 participants

Thomas Gray & Associates's Thomas Gray & Associates Employee Stock Ownership Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,789 in Construction (9,030 peers)

Thomas Gray & Associates multi-year trail

Thomas Gray & Associates's plans moved -15.6% in assets from 2022 to 2024; this filing shows Thomas Gray & Associates Employee Stock Ownership Plan at $2M / 5 participants.

#2,789
in Construction (9,030 peers)
-25.6%
assets change YoY

The plan reported a net loss of $848K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thomas Gray & Associates Employee Stock Ownership Plan among the smaller filed plans by assets

Thomas Gray & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$2,466,960 33rd percentile higher than 33% 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

Thomas Gray & Associates 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. Thomas Gray & Associates Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thomas Gray & Associates Employee Stock Ownership Plan reported net income fell from -$224K in the plan year 2022 filing to -$848K in the plan year 2023 filing.
  • Thomas Gray & Associates Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Thomas Gray & Associates Employee Stock Ownership Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953474476 · Thomas Gray & Associates PY 2023 · ESOP

Thomas Gray & Associates Employee Stock Ownership Plan · $2M · 5 · 33rd

  • PHOTO $2M
  • PHOTO 5
  • PHOTO 33rd
  • PHOTO ESOP
  • PHOTO near Reproductions, Inc. Employee Stock Ownership Plan
  • PHOTO ind #2789

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 →

Thomas Gray & Associates Employee Stock Ownership Plan in the asset neighbourhood

Thomas Gray & Associates Employee Stock Ownership PlanThomas Gray & Associates Emp…$2MReproductions, Inc. Employee Stock Ownership PlanReproductions, Inc. Employee…$2MLullabot, Inc. Employee Stock Ownership PlanLullabot, Inc. Employee Stoc…$2MR.W. Jenkins Automotive, Inc. Employee Stock Ownership PlanR.W. Jenkins Automotive, Inc…$2MNew England Woodcraft, Inc. ESOPNew England Woodcraft, Inc. …$2M
End-of-year total assets ($M) among Thomas Gray & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Thomas Gray & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Thomas Gray & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.608211847816577% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $3.32M $2.8M ▼ -15.7%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 5 $2M
2024 1 6 $3M

Thomas Gray & Associates filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$848K
Employer EIN953474476
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Thomas Gray & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Thomas Gray & Associates Employee Stock Ownership Plan, Total assets ($B): 0.00246696 · Participants: 5Thomas Gray & Associates 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
Thomas Gray & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Thomas Gray & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Thomas Gray & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Reproductions, Inc. Employee Stock Ownership Plan in AZ ($2M); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Thomas Gray & Associates Employee Stock Ownership Plan assets move in 2023? ▼
Thomas Gray & Associates Employee Stock Ownership Plan declined sharply - down 25.6% during 2023, from $3M to $2M. Reported net income was -$848K.
How have Thomas Gray & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas Gray & Associates's sponsor-wide assets declined 15.6%, from $3M to $3M.
Which ESOP plans are similar in size to Thomas Gray & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Reproductions, Inc. Employee Stock Ownership Plan in AZ ($2M, 20 participants).
Which ESOP plans cover a similar participant headcount to Thomas Gray & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants, $730K 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 953474476.

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.