ESOP · DOL Form 5500 · 2024

Gleason Research Associates, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
115
Participants Small participant base
71st
Percentile by assets National rank
$180,138
Avg per participant Above avg balance/head
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Official DOL plan name: Gleason Research Associates, Inc. ESOP · Sponsored by Gleason Research Associates, Inc. · Alabama · Professional & Technical Services

$21M in assets, 115 participants

Gleason Research Associates, Inc.'s Gleason Research Associates, Inc. ESOP reported $21M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,168 in Professional & Technical Services (20,173 peers)

Coverage in Alabama

Gleason Research Associates, Inc. ESOP covers 115 participants in Alabama, about 32% of the average Alabama filer (state average ~360 per filing). Assets: $21M.

#14,168
in Professional & Technical Services (20,173 peers)
+11.1%
assets growth YoY

Gleason Research Associates, Inc. ESOP's outsized position by total assets

Gleason Research Associates, Inc. ESOP vs every filed plan by assets

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

$20,715,847 Top 29% higher than 71% 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

Gleason Research Associates, Inc. ESOP 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. Gleason Research Associates, Inc. ESOP sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gleason Research Associates, Inc. ESOP reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Gleason Research Associates, Inc. ESOP end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Gleason Research Associates, Inc. ESOP reported participants rose from 112 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521261002 · Gleason Research Associates, Inc. PY 2024 · ESOP

Gleason Research Associates, Inc. ESOP · $21M · 115 · 71st

  • ASSETS $21M
  • PCT 115
  • EIN 71st
  • RANK ESOP
  • PHOTO near The Hartwell Corporation Employee Stock Ownership Plan
  • IND ind #14168

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 Alabama →

Gleason Research Associates, Inc. ESOP in the asset neighbourhood

Carterpierce Employee Stock Ownership PlanCarterpierce Employee Stock …$21MGleason Research Associates, Inc. ESOPGleason Research Associates,…$21MThe Hartwell Corporation Employee Stock Ownership PlanThe Hartwell Corporation Emp…$21MDwg, Inc. Consulting Engineers Employee Stock Ownership PlanDwg, Inc. Consulting Enginee…$21MSpeer Industries Employee Stock Ownership PlanSpeer Industries Employee St…$21M
End-of-year total assets ($M) among Gleason Research Associates, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$5M
Net Income$3M
Employer EIN521261002
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gleason Research Associates, Inc.)

Sponsor-wide plan assets over time

All Gleason Research Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 27.91831984279195% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.5M $41.5M ▲ +27.9%
Year Plans Participants Total Assets
2022 2 231 $32M
2023 2 226 $38M
2024 2 236 $42M

Nearby ESOP Plans in Alabama

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

Gleason Research Associates, Inc. ESOP vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600 Total assets ($M) Participants Gleason Research Associates, Inc. ESOP, Total assets ($M): 20.715847 · Participants: 115Gleason Research Associates, Inc. ESOPStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 515.369863 · Participants: 1644Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 242.741411 · Participants: 298Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 224.790459 · Participants: 125Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 194.917315 · Participants: 1041Radiance Technologies, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries, Total assets ($M): 181.843353 · Participants: 958Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
Gleason Research Associates, Inc. ESOP vs. nearby ESOP plans in Alabama, assets vs. participants

Gleason Research Associates, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is The Hartwell Corporation Employee Stock Ownership Plan in ID ($21M); by covered participants it is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (115 participants). Same-state nearby plans are listed separately above.

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 Gleason Research Associates, Inc. ESOP assets move in 2024? ▼
Gleason Research Associates, Inc. ESOP grew at a solid clip - up 11.1% during 2024, from $19M to $21M. Reported net income was $3M.
How have Gleason Research Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gleason Research Associates, Inc.'s sponsor-wide assets grew 27.9%, from $32M to $42M.
Which ESOP plans are similar in size to Gleason Research Associates, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is The Hartwell Corporation Employee Stock Ownership Plan in ID ($21M, 85 participants).
Which ESOP plans cover a similar participant headcount to Gleason Research Associates, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (115 participants, $4M in assets).