ESOP · DOL Form 5500 · 2023

Paul K. Guillow, Inc. ESOP

Data updated 2026-08-11

$823K
Total assets: 23
Participants: 22nd
Percentile by assets: $35,771
Avg per participant

Official DOL plan name: Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Paul K. Guillow, Inc. · Massachusetts · Manufacturing

$823K in assets, 23 participants

Paul K. Guillow, Inc.'s Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust reported $823K in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

22nd percentile by assets (of 127,072 plans)
#1,766 in Manufacturing (18,722 peers)

What the 2023 filing shows

Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust holds $823K for 23 participants - about $35,771 per participant, among the smaller plans by assets on file.

$823K
total plan assets (2023 EOY): 23
covered participants: 22nd
percentile by assets (of 127,072 plans): $35,771
avg assets per participant

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust sits by total assets

Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$822,722 22nd percentile higher than 22% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $24K in the plan year 2022 filing to -$21K in the plan year 2023 filing.
Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 25 in the plan year 2022 filing to 23 in the plan year 2023 filing.
Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $843K in the plan year 2022 filing to $823K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Manufacturing

ESOP filing for Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust

ESOP filing for plan year 2023: EIN 042170946 ; effective since 1986-11-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)	$843K
Net Assets (End of Year)	$659K
Net Income	-$21K
Employer EIN	042170946
Plan Effective Date	1986-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Paul K. Guillow, Inc.)

Total plan assets by year, all Paul K. Guillow, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	25	$843K
2023	1	23	$823K

Nearby ESOP Plans in Massachusetts

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

Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants

Consigli Building Group Employee Stock Ownership Plan $612M · 1,511
The Gillette Company Employee Stock Ownership Plan $349M · 174
Shawmut Group Employee Stock Ownership Plan $274M · 716
First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $245M · 641
Eastern Bank Employee Stock Ownership Plan $213M · 1,778

Compare Paul K. Guillow, Inc. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Rochester Midland Corporation Employee Stock Ownership Plan (NY) $821K · 245
Margaret O'leary Employee Stock Ownership Plan (CA) $826K · 35
Mary's Tack & Feed Employee Stock Ownership Plan (CA) $827K · 42
Zmac Transportation Solutions, LLC Employee Stock Ownership Plan (WI) $828K · 87

Frequently Asked Questions

How did Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust edged down modestly - down 2.4% during 2023, from $843K to $823K. Reported net income was -$21K.

How have Paul K. Guillow, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Paul K. Guillow, Inc.'s sponsor-wide assets declined 2.4%, from $843K to $823K.

Where does Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which ESOP plans are similar in size to Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Rochester Midland Corporation Employee Stock Ownership Plan in NY ($821K, 245 participants).

Next read for Paul K. Guillow, Inc. Employee Stock Own…

Filing takeaways

Ways to act on Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
Paul K. Guillow, Inc.'s sponsor-wide assets have declined 2.4% since 2022 across 2 plan years on file. More Manufacturing plans

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 042170946.