ESOP · DOL Form 5500 · 2024

The Galt Group, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Galt Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The Galt Group, Inc. · Illinois · Finance & Insurance

$1M in assets, 1 participants

The Galt Group, Inc.'s The Galt Group, Inc. Employee Stock Ownership Plan and Trust reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,212 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

The Galt Group, Inc. Employee Stock Ownership Plan and Trust holds $1M for 1 participant - about $1.1M per participant, among the smaller plans by assets on file.

#1,212
in Finance & Insurance (8,549 peers)
-2.3%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Galt Group, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

The Galt Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,121,160 24th percentile higher than 24% 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

The Galt Group, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Galt Group, Inc. Employee Stock Ownership Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Galt Group, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $1K in the plan year 2023 filing to -$27K in the plan year 2024 filing.
  • The Galt Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364379538 · The Galt Group, Inc. PY 2024 · ESOP

The Galt Group, Inc. Employee Stock Ownership Plan and Trust · $1M · 1 · 24th

  • PHOTO $1M
  • IND 1
  • EOY 24th
  • 5500 ESOP
  • ASSETS near Sc Solutions, Inc. Employee Stock Ownership Plan
  • PCT ind #1212

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 Illinois →

The Galt Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Ulrich, Inc. Employee Stock Ownership PlanUlrich, Inc. Employee Stock …$1MThe Galt Group, Inc. Employee Stock Ownership Plan and TrustThe Galt Group, Inc. Employe…$1MSc Solutions, Inc. Employee Stock Ownership PlanSc Solutions, Inc. Employee …$1MVenuworks, Inc. Employee Stock Ownership PlanVenuworks, Inc. Employee Sto…$1MHeritage Commerce Corp Employee Stock Ownership PlanHeritage Commerce Corp Emplo…$1M
End-of-year total assets ($M) among The Galt Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$27K
Employer EIN364379538
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Galt Group, Inc.)

Sponsor-wide plan assets over time

All The Galt Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.2345930278186166% vs 2022
2024 filing year
$1.11M$1.12M$1.13M$1.14M$1.15M$1.16M 202220232024 $1.15M $1.12M ▼ -2.6%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

Nearby ESOP Plans in Illinois

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

The Galt Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants The Galt Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.00112116 · Participants: 1The Galt Group, Inc. Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
The Galt Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare The Galt Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Galt Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Sc Solutions, Inc. Employee Stock Ownership Plan in CA ($1M); by covered participants it is Blazer Employee Stock Ownership Plan in CO (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 The Galt Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
The Galt Group, Inc. Employee Stock Ownership Plan and Trust edged down modestly - down 2.3% during 2024, from $1M to $1M. Reported net income was -$27K.
How have The Galt Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Galt Group, Inc.'s sponsor-wide assets declined 2.2%, from $1M to $1M.
Where does The Galt Group, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
The Galt Group, Inc. Employee Stock Ownership Plan and Trust ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Galt Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Sc Solutions, Inc. Employee Stock Ownership Plan in CA ($1M, N/A participants).
Which ESOP plans cover a similar participant headcount to The Galt Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Blazer Employee Stock Ownership Plan in CO (1 participant, N/A 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 364379538.

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.