ESOP · DOL Form 5500 · 2024

Gkz, Inc. ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
92
Participants Small participant base
84th
Percentile by assets National rank
$543,848
Avg per participant High balance/head
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Official DOL plan name: Evergreen Trading Employee Stock Ownership Plan · Sponsored by Gkz, Inc. · New York · Professional & Technical Services

$50M in assets, 92 participants

Gkz, Inc.'s Evergreen Trading Employee Stock Ownership Plan reported $50M in total assets and 92 participants in its 2024 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.

  • #17,142 in Professional & Technical Services (20,173 peers)

Where Evergreen Trading Employee Stock Ownership Plan sits by assets

Evergreen Trading Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $50M for 92 participants (~$543,848/participant), up 18.1% in 2024.

#17,142
in Professional & Technical Services (20,173 peers)
+18.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Evergreen Trading Employee Stock Ownership Plan's outsized position by total assets

Evergreen Trading Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$50,034,000 Top 16% higher than 84% of 123,620 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 2024

Evergreen Trading Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evergreen Trading Employee Stock Ownership Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Evergreen Trading Employee Stock Ownership Plan reported net income fell from $35M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Evergreen Trading Employee Stock Ownership Plan end-of-year assets rose from $42M in the plan year 2023 filing to $50M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 262451950 · Gkz, Inc. PY 2024 · ESOP

Evergreen Trading Employee Stock Ownership Plan · $50M · 92 · 84th

  • SCH $50M
  • EBSA 92
  • PART 84th
  • TYPE ESOP
  • NET near Sep Employee Stock Ownership Plan and Trust
  • BOOK ind #17142

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 New York →

Evergreen Trading Employee Stock Ownership Plan in the asset neighbourhood

Darvin Holding Company Employee Stock Ownership PlanDarvin Holding Company Emplo…$50MAlatrade Foods Holdings, Inc. Employee Stock Ownership PlanAlatrade Foods Holdings, Inc…$50MEvergreen Trading Employee Stock Ownership PlanEvergreen Trading Employee S…$50MSep Employee Stock Ownership Plan and TrustSep Employee Stock Ownership…$50MConcrete Supply Co., Inc. Employee Stock Ownership PlanConcrete Supply Co., Inc. Em…$50M
End-of-year total assets ($M) among Evergreen Trading Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)-$21M
Net Income$10M
Employer EIN262451950
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gkz, Inc.)

Sponsor-wide plan assets over time

All Gkz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 358.8591342626559% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $10.9M $50M ▲ +359.0%
Year Plans Participants Total Assets
2022 1 101 $11M
2023 1 92 $42M
2024 1 92 $50M

Nearby ESOP Plans in New York

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

Evergreen Trading Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 02004006008001000 Total assets ($M) Participants Evergreen Trading Employee Stock Ownership Plan, Total assets ($M): 50.034 · Participants: 92Evergreen Trading Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Evergreen Trading Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Evergreen Trading Employee Stock Ownership Plan side-by-side with 3 peers →

Evergreen Trading Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Sep Employee Stock Ownership Plan and Trust in IN ($50M); by covered participants it is Tallman Equipment Co., Inc. Employee Stock Ownership Plan in IL (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Evergreen Trading Employee Stock Ownership Plan assets move in 2024? ▼
Evergreen Trading Employee Stock Ownership Plan grew sharply - up 18.1% during 2024, from $42M to $50M. Reported net income was $10M.
How have Gkz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gkz, Inc.'s sponsor-wide assets grew 358.9%, from $11M to $50M.
Where does Evergreen Trading Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Evergreen Trading Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Evergreen Trading Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sep Employee Stock Ownership Plan and Trust in IN ($50M, 147 participants).
Which ESOP plans cover a similar participant headcount to Evergreen Trading Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tallman Equipment Co., Inc. Employee Stock Ownership Plan in IL (92 participants, $31M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262451950.

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.