ESOP · DOL Form 5500 · 2024

Gibbs M. Smith, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
79
Participants Small participant base
38th
Percentile by assets National rank
$50,646
Avg per participant Low balance/head
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Official DOL plan name: Gibbs M. Smith, Inc. Employee Stock Ownership Plan · Sponsored by Gibbs M. Smith, Inc. · Utah · Information & Media

$4M in assets, 79 participants

Gibbs M. Smith, Inc.'s Gibbs M. Smith, Inc. Employee Stock Ownership Plan reported $4M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #630 in Information & Media (2,822 peers)

Gibbs M. Smith, Inc. multi-year trail

Gibbs M. Smith, Inc.'s plans moved +57.4% in assets from 2022 to 2024; this filing shows Gibbs M. Smith, Inc. Employee Stock Ownership Plan at $4M / 79 participants.

#630
in Information & Media (2,822 peers)
+60.0%
assets growth YoY

Gibbs M. Smith, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Information & Media and all filers

Gibbs M. Smith, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,001,037 38th percentile higher than 38% 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

Gibbs M. Smith, 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. Gibbs M. Smith, Inc. Employee Stock Ownership Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gibbs M. Smith, Inc. Employee Stock Ownership Plan reported net income rose from $300K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Gibbs M. Smith, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Gibbs M. Smith, Inc. Employee Stock Ownership Plan reported participants fell from 90 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 870289030 · Gibbs M. Smith, Inc. PY 2024 · ESOP

Gibbs M. Smith, Inc. Employee Stock Ownership Plan · $4M · 79 · 38th

  • IND $4M
  • EOY 79
  • 5500 38th
  • ASSETS ESOP
  • PCT near Anderson Burton Construction, Inc. Employee Stock Ownership Plan
  • EIN ind #630

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 Utah →

Gibbs M. Smith, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Gibbs M. Smith, Inc. Employee Stock Ownership PlanGibbs M. Smith, Inc. Employe…$4MAnderson Burton Construction, Inc. Employee Stock Ownership PlanAnderson Burton Construction…$4MBeta Technology, Inc. Employee Stock Ownership PlanBeta Technology, Inc. Employ…$4MThe Bradford Group, Inc. Employee Stock Ownership PlanThe Bradford Group, Inc. Emp…$4MMeier Enterprises, Inc. Employee Stock Ownership PlanMeier Enterprises, Inc. Empl…$4M
End-of-year total assets ($M) among Gibbs M. Smith, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Gibbs M. Smith, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gibbs M. Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 57.42451778613048% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.54M $4M ▲ +57.5%
Year Plans Participants Total Assets
2022 1 73 $3M
2023 1 90 $3M
2024 1 79 $4M

Gibbs M. Smith, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN870289030
Plan Effective Date2014-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Gibbs M. Smith, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -50050100150200 Total assets ($M) Participants Gibbs M. Smith, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.001037 · Participants: 79Gibbs M. Smith, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 185.484245 · Participants: 772Whitaker Construction Co., Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.773571 · Participants: 495Rocky Mountain Atv, Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.739328 · Participants: 605Jacobsen Construction Company, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 93.831351 · Participants: 28Fj Management Inc. Employee Stock Ownership PlanKenny Seng Construction Employee Stock Ownership Plan, Total assets ($M): 73.805536 · Participants: 170Kenny Seng Construction Employee Stock Ownership Plan
Gibbs M. Smith, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Gibbs M. Smith, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Gibbs M. Smith, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Anderson Burton Construction, Inc. Employee Stock Ownership Plan in CA ($4M); by covered participants it is Bank of Sun Prairie Employee Stock Ownership Plan in WI (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Gibbs M. Smith, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Gibbs M. Smith, Inc. Employee Stock Ownership Plan surged - up 60.0% during 2024, from $3M to $4M. Reported net income was $2M.
How have Gibbs M. Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gibbs M. Smith, Inc.'s sponsor-wide assets grew 57.4%, from $3M to $4M.
Which ESOP plans are similar in size to Gibbs M. Smith, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Anderson Burton Construction, Inc. Employee Stock Ownership Plan in CA ($4M, 28 participants).
Which ESOP plans cover a similar participant headcount to Gibbs M. Smith, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bank of Sun Prairie Employee Stock Ownership Plan in WI (79 participants, $3M 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 870289030.

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.