ESOP · DOL Form 5500 · 2023

Goettle Holding Company, Inc. ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
204
Participants Below avg headcount
85th
Percentile by assets National rank
$244,119
Avg per participant Above avg balance/head
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Official DOL plan name: Goettle Employee Stock Ownership Plan · Sponsored by Goettle Holding Company, Inc. · Ohio · Construction

$50M in assets, 204 participants

Goettle Holding Company, Inc.'s Goettle Employee Stock Ownership Plan reported $50M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,534 in Construction (9,030 peers)

Coverage in Ohio

Goettle Employee Stock Ownership Plan covers 204 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $50M.

#7,534
in Construction (9,030 peers)
+14.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Goettle Employee Stock Ownership Plan's outsized position by total assets

Goettle Employee Stock Ownership Plan vs every filed plan by assets

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

$49,800,238 Top 15% higher than 85% 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

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goettle Employee Stock Ownership Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goettle Employee Stock Ownership Plan end-of-year assets rose from $43M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Goettle Employee Stock Ownership Plan reported participants rose from 188 in the plan year 2022 filing to 204 in the plan year 2023 filing.
  • Goettle Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310589745 · Goettle Holding Company, Inc. PY 2023 · ESOP

Goettle Employee Stock Ownership Plan · $50M · 204 · 85th

  • IND $50M
  • EOY 204
  • 5500 85th
  • ASSETS ESOP
  • PCT near Whatever It Takes Transmission & Parts, Inc ESOP
  • EIN ind #7534

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 Ohio →

Goettle Employee Stock Ownership Plan in the asset neighbourhood

Mid America Steel, Inc. Employee Stock Ownership PlanMid America Steel, Inc. Empl…$50MWhatever It Takes Transmission & Parts, Inc ESOPWhatever It Takes Transmissi…$50MTimberworks Employee Stock Ownership PlanTimberworks Employee Stock O…$50MGoettle Employee Stock Ownership PlanGoettle Employee Stock Owner…$50MBozzuto's Inc. Employees Profit Sharing and Stock Ownership PlanBozzuto's Inc. Employees Pro…$50M
End-of-year total assets ($M) among Goettle Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$44M
Net Income$7M
Employer EIN310589745
Plan Effective Date1981-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goettle Holding Company, Inc.)

Sponsor-wide plan assets over time

All Goettle Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 17.71231239680687% vs 2022
2023 filing year
$55M$60M$65M$70M 20222023 $56.7M $66.7M ▲ +17.7%
Year Plans Participants Total Assets
2022 2 368 $57M
2023 2 457 $67M

Nearby ESOP Plans in Ohio

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

Goettle Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Goettle Employee Stock Ownership Plan, Total assets ($B): 0.049800238 · Participants: 204Goettle Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Goettle Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Goettle Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Whatever It Takes Transmission & Parts, Inc ESOP in KY ($50M); by covered participants it is Meriwether-Godsey, Inc. Employee Stock Ownership Plan in VA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Goettle Employee Stock Ownership Plan assets move in 2023? ▼
Goettle Employee Stock Ownership Plan grew at a solid clip - up 14.5% during 2023, from $43M to $50M. Reported net income was $7M.
How have Goettle Holding Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Goettle Holding Company, Inc.'s sponsor-wide assets grew 17.7%, from $57M to $67M.
Where does Goettle Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Goettle Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Goettle Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Whatever It Takes Transmission & Parts, Inc ESOP in KY ($50M, 694 participants).
Which ESOP plans cover a similar participant headcount to Goettle Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Meriwether-Godsey, Inc. Employee Stock Ownership Plan in VA (204 participants, N/A 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 310589745.

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.