ESOP · DOL Form 5500 · 2024
Gabriel, Roeder, Smith & Company Holdings, Inc. ESOP
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $154,599
- Avg per participant Above avg balance/head
Official DOL plan name: Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Gabriel, Roeder, Smith & Company Holdings, Inc. · Michigan · Professional & Technical Services
$14M in assets, 88 participants
Gabriel, Roeder, Smith & Company Holdings, Inc.'s Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan reported $14M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,366 in Professional & Technical Services (20,173 peers)
Gabriel, Roeder, Smith & Company Holdings, Inc. multi-year trail
Gabriel, Roeder, Smith & Company Holdings, Inc.'s plans moved +26.6% in assets from 2022 to 2024; this filing shows Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan at $14M / 88 participants.
- #12,366
- in Professional & Technical Services (20,173 peers)
- -2.1%
- assets change YoY
The plan reported a net loss of $293K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,604,674 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Gabriel, Roeder, Smith & Company Holdings, 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. Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $482K in the plan year 2023 filing to -$293K in the plan year 2024 filing.
- Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 93 in the plan year 2023 filing to 88 in the plan year 2024 filing.
- Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 475435846 · Gabriel, Roeder, Smith & Company Holdings, Inc. PY 2024 · ESOP
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan · $14M · 88 · 62nd
- BOY $14M
- SCH 88
- EBSA 62nd
- PART ESOP
- TYPE near Employee Owned Manufacturing Employee Stock Ownership Plan
- NET ind #12366
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 Michigan →
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Gabriel, Roeder, Smith & Company Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Gabriel, Roeder, Smith & Company Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 26.587829945661994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 365 | $108M |
| 2023 | 3 | 349 | $123M |
| 2024 | 3 | 330 | $136M |
Gabriel, Roeder, Smith & Company Holdings, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$293K |
| Employer EIN | 475435846 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.6B · 1,780
- The Kendall Group Employee Stock Ownership Plan $900M · 1,936
- Project Worldwide, Inc. Employee Stock Ownership Plan $453M · 1,284
- Motor City Electric Co. Employee Stock Ownership Plan $410M · 218
- Lee Contracting, Inc. Employee Stock Ownership Plan $250M · 565
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Employee Owned Manufacturing Employee Stock Ownership Plan in ($14M); by covered participants it is Lake Elmo Bank Employee Stock Ownership Plan in MN (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Lake Elmo Bank Employee Stock Ownership Plan (MN) 88 · 0 off
- Riverwood Bank Employee Stock Ownership Plan (MN) 88 · 0 off
- Jkj Employee Stock Ownership Plan (PA) 88 · 0 off
- Kemp Bros. Construction, Inc. ESOP (CA) 88 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.