ESOP · DOL Form 5500 · 2024

G W Holdings, Inc. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
42
Participants Small participant base
77th
Percentile by assets National rank
$719,932
Avg per participant High balance/head
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Official DOL plan name: G W Holdings, Inc. Employee Stock Ownership Plan · Sponsored by G W Holdings, Inc. · Texas · Mining & Oil Extraction

$30M in assets, 42 participants

G W Holdings, Inc.'s G W Holdings, Inc. Employee Stock Ownership Plan reported $30M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #492 in Mining & Oil Extraction (785 peers)

Where G W Holdings, Inc. Employee Stock Ownership Plan sits by assets

G W Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $30M for 42 participants (~$719,932/participant), up 40.2% in 2024.

#492
in Mining & Oil Extraction (785 peers)
+40.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

G W Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

G W Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$30,237,132 Top 23% higher than 77% 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

G W 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. G W Holdings, Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • G W Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • G W Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • G W Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 43 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 460487235 · G W Holdings, Inc. PY 2024 · ESOP

G W Holdings, Inc. Employee Stock Ownership Plan · $30M · 42 · 77th

  • BOOK $30M
  • VS-ST 42
  • BOY 77th
  • SCH ESOP
  • EBSA near Syracuse Label Co., Inc. Employee Stock Ownership Plan
  • PART ind #492

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 Texas →

G W Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Trademark Concrete Systems, Inc. Employee Stock Ownership PlanTrademark Concrete Systems, …$30MG W Holdings, Inc. Employee Stock Ownership PlanG W Holdings, Inc. Employee …$30MSyracuse Label Co., Inc. Employee Stock Ownership PlanSyracuse Label Co., Inc. Emp…$30MJay Petroleum Inc. Employee Stock Ownership PlanJay Petroleum Inc. Employee …$30MDavis & Associates, Inc. Employee Stock Ownership Plan and TrustDavis & Associates, Inc. Emp…$30M
End-of-year total assets ($M) among G W Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$30M
Net Income$9M
Employer EIN460487235
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G W Holdings, Inc.)

Sponsor-wide plan assets over time

All G W Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 55.458594940535555% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.5M $30.2M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 39 $19M
2023 1 43 $22M
2024 1 42 $30M

Nearby ESOP Plans in Texas

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

G W Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants G W Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.030237132 · Participants: 42G W Holdings, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
G W Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare G W Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

G W Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Syracuse Label Co., Inc. Employee Stock Ownership Plan in NY ($30M); by covered participants it is Sdg Architects, Inc. ESOP in CA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 G W Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
G W Holdings, Inc. Employee Stock Ownership Plan surged - up 40.2% during 2024, from $22M to $30M. Reported net income was $9M.
How have G W Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G W Holdings, Inc.'s sponsor-wide assets grew 55.5%, from $19M to $30M.
Where does G W Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
G W Holdings, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to G W Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Syracuse Label Co., Inc. Employee Stock Ownership Plan in NY ($30M, 155 participants).
Which ESOP plans cover a similar participant headcount to G W Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (42 participants, $4M 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 460487235.

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.