ESOP · DOL Form 5500 · 2024
Robert D. Gilmore & Associates, Inc. ESOP
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 171
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $246,983
- Avg per participant Above avg balance/head
Official DOL plan name: Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Robert D. Gilmore & Associates, Inc. · Pennsylvania · Professional & Technical Services
$42M in assets, 171 participants
Robert D. Gilmore & Associates, Inc.'s Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan reported $42M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,673 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan covers 171 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $42M.
- #16,673
- in Professional & Technical Services (20,173 peers)
- +7.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,234,145 Top 18% higher than 82% 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
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan 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. Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $11M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $39M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 175 in the plan year 2023 filing to 171 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231992323 · Robert D. Gilmore & Associates, Inc. PY 2024 · ESOP
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan · $42M · 171 · 82nd
- PHOTO $42M
- IND 171
- EOY 82nd
- 5500 ESOP
- ASSETS near W&w Glass, Inc. Employee Stock Ownership Plan
- PCT ind #16673
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 Pennsylvania →
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 231992323 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert D. Gilmore & Associates, Inc.)
Sponsor-wide plan assets over time
All Robert D. Gilmore & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 34.62070632000916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 326 | $53M |
| 2023 | 2 | 339 | $66M |
| 2024 | 2 | 343 | $71M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is W&w Glass, Inc. Employee Stock Ownership Plan in NY ($42M); by covered participants it is Kitware, Inc. Employee Ownership Plan in NY (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.
- Kitware, Inc. Employee Ownership Plan (NY) 171 · 0 off
- Act1 Federal Employee Stock Ownership Plan (VA) 171 · 0 off
- Harbor Linx, Inc. Employee Stock Ownership Plan (CA) 171 · 0 off
- Gootee Construction, Inc. Employee Stock Ownership Plan (LA) 171 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.