ESOP · DOL Form 5500 · 2024

Gish, Sherwood & Friends, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
69
Participants Small participant base
46th
Percentile by assets National rank
$91,014
Avg per participant Below avg balance/head
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Official DOL plan name: Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan · Sponsored by Gish, Sherwood & Friends, Inc. · Tennessee · Professional & Technical Services

$6M in assets, 69 participants

Gish, Sherwood & Friends, Inc.'s Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan reported $6M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,920 in Professional & Technical Services (20,173 peers)

Gish, Sherwood & Friends, Inc. multi-year trail

Gish, Sherwood & Friends, Inc.'s plans moved +71.2% in assets from 2022 to 2024; this filing shows Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan at $6M / 69 participants.

#8,920
in Professional & Technical Services (20,173 peers)
+1156.0%
assets growth YoY

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,280,000 46th percentile higher than 46% 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

Gish, Sherwood & Friends, Inc. 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. Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan end-of-year assets rose from $500K in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 621032086 · Gish, Sherwood & Friends, Inc. PY 2024 · ESOP

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan · $6M · 69 · 46th

  • TYPE $6M
  • TYPE 69
  • TYPE 46th
  • TYPE ESOP
  • TYPE near James Alexander Corporation Employee Stock Ownership Plan and Trust
  • TYPE ind #8920

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 Tennessee →

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Eclipse Engineering, Inc. Employee Stock Ownership PlanEclipse Engineering, Inc. Em…$6MBgw Architects II, P.C. Employee Stock Ownership PlanBgw Architects II, P.C. Empl…$6MGish, Sherwood & Friends, Inc. Employee Stock Ownership PlanGish, Sherwood & Friends, In…$6MJames Alexander Corporation Employee Stock Ownership Plan and TrustJames Alexander Corporation …$6MGarden & Valley Isle Seafood, Inc. Employee Stock Ownership PlanGarden & Valley Isle Seafood…$6M
End-of-year total assets ($M) among Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Gish, Sherwood & Friends, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gish, Sherwood & Friends, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 71.2490039838513% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.38M $16.1M ▲ +71.2%
Year Plans Participants Total Assets
2022 2 195 $9M
2023 2 157 $9M
2024 2 146 $16M

Gish, Sherwood & Friends, Inc. filing trail (2024)

Total Assets (Beginning of Year)$500K
Net Assets (End of Year)-$12M
Net Income$6M
Employer EIN621032086
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600 Total assets ($M) Participants Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan, Total assets ($M): 6.28 · Participants: 69Gish, Sherwood & Friends, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is James Alexander Corporation Employee Stock Ownership Plan and Trust in NJ ($6M); by covered participants it is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan surged - up 1156.0% during 2024, from $500K to $6M. Reported net income was $6M.
How have Gish, Sherwood & Friends, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gish, Sherwood & Friends, Inc.'s sponsor-wide assets grew 71.2%, from $9M to $16M.
Which ESOP plans are similar in size to Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is James Alexander Corporation Employee Stock Ownership Plan and Trust in NJ ($6M, 123 participants).
Which ESOP plans cover a similar participant headcount to Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants, $103M 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 621032086.

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.