ESOP · DOL Form 5500 · 2024

Guttman Holdings, Inc. ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
212
Participants Below avg headcount
78th
Percentile by assets National rank
$148,585
Avg per participant Above avg balance/head
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Official DOL plan name: Guttman Holdings Employee Stock Ownership Plan · Sponsored by Guttman Holdings, Inc. · Pennsylvania · Wholesale Trade

$32M in assets, 212 participants

Guttman Holdings, Inc.'s Guttman Holdings Employee Stock Ownership Plan reported $32M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,666 in Wholesale Trade (6,080 peers)

Coverage in Pennsylvania

Guttman Holdings Employee Stock Ownership Plan covers 212 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $32M.

#4,666
in Wholesale Trade (6,080 peers)
+31.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Guttman Holdings Employee Stock Ownership Plan's outsized position by total assets

Guttman Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$31,500,005 Top 22% higher than 78% 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

Guttman Holdings Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Guttman Holdings Employee Stock Ownership Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Guttman Holdings Employee Stock Ownership Plan reported net income fell from $15M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Guttman Holdings Employee Stock Ownership Plan end-of-year assets rose from $24M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Guttman Holdings Employee Stock Ownership Plan reported participants rose from 198 in the plan year 2023 filing to 212 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 920375384 · Guttman Holdings, Inc. PY 2024 · ESOP

Guttman Holdings Employee Stock Ownership Plan · $32M · 212 · 78th

  • BOOK $32M
  • VS-ST 212
  • BOY 78th
  • SCH ESOP
  • EBSA near Northern Tree Service, Inc. Employee Stock Ownership Plan
  • PART ind #4666

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 Pennsylvania →

Guttman Holdings Employee Stock Ownership Plan in the asset neighbourhood

Consolidated Safety Services, Inc. Employee Stock Ownership PlanConsolidated Safety Services…$32MGuttman Holdings Employee Stock Ownership PlanGuttman Holdings Employee St…$32MNorthern Tree Service, Inc. Employee Stock Ownership PlanNorthern Tree Service, Inc. …$32MO.E. Meyer Co. Employee Stock Ownership Plan and TrustO.E. Meyer Co. Employee Stoc…$31MEast Coast Drilling and Blasting, Inc. Employee Stock Ownership PlanEast Coast Drilling and Blas…$31M
End-of-year total assets ($M) among Guttman Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)-$75M
Net Income$8M
Employer EIN920375384
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Guttman Holdings, Inc.)

Sponsor-wide plan assets over time

All Guttman Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 259.997053738866% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $8.75M $31.5M ▲ +260.0%
Year Plans Participants Total Assets
2022 1 192 $9M
2023 1 198 $24M
2024 1 212 $32M

Nearby ESOP Plans in Pennsylvania

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

Guttman Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Guttman Holdings Employee Stock Ownership Plan, Total assets ($B): 0.031500005 · Participants: 212Guttman Holdings Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Guttman Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Guttman Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Northern Tree Service, Inc. Employee Stock Ownership Plan in MA ($32M); by covered participants it is Mid-Continental Restoration Company, Inc. Employees Stock Ownership Plan and Trust in KS (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Guttman Holdings Employee Stock Ownership Plan assets move in 2024? ▼
Guttman Holdings Employee Stock Ownership Plan surged - up 31.5% during 2024, from $24M to $32M. Reported net income was $8M.
How have Guttman Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Guttman Holdings, Inc.'s sponsor-wide assets grew 260.0%, from $9M to $32M.
Where does Guttman Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Guttman Holdings Employee Stock Ownership Plan ranks in the 78th 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 Guttman Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Northern Tree Service, Inc. Employee Stock Ownership Plan in MA ($32M, 157 participants).
Which ESOP plans cover a similar participant headcount to Guttman Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mid-Continental Restoration Company, Inc. Employees Stock Ownership Plan and Trust in KS (212 participants, $23M 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 920375384.

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.