ESOP · DOL Form 5500 · 2024
Gunn-Creel & Associates, Inc. ESOP
Data updated 2026-08-25
- $381K
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $10,871
- Avg per participant Low balance/head
Official DOL plan name: Coresential Employee Stock Ownership Plan · Sponsored by Gunn-Creel & Associates, Inc. · Florida · Wholesale Trade
$381K in assets, 35 participants
Gunn-Creel & Associates, Inc.'s Coresential Employee Stock Ownership Plan reported $381K in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #454 in Wholesale Trade (6,080 peers)
2024 asset change
Coresential Employee Stock Ownership Plan contracted severely 44.7% in 2024 ($688K → $381K) for 35 participants.
- #454
- in Wholesale Trade (6,080 peers)
- -44.7%
- assets change YoY
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coresential Employee Stock Ownership Plan among the smaller filed plans by assets
Coresential Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$380,500 15th percentile higher than 15% 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
Coresential 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. Coresential Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 592906582 · Gunn-Creel & Associates, Inc. PY 2024 · ESOP
Coresential Employee Stock Ownership Plan · $381K · 35 · 15th
- SCH $381K
- EBSA 35
- PART 15th
- TYPE ESOP
- NET near Avon Brothers Employee Stock Ownership Plan
- BOOK ind #454
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 Florida →
Coresential Employee Stock Ownership Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $688K |
|---|---|
| Net Assets (End of Year) | -$12M |
| Net Income | -$12M |
| Employer EIN | 592906582 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
Coresential Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Avon Brothers Employee Stock Ownership Plan in NJ ($380K); by covered participants it is Micro Craft ESOP in TN (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($381K here).
Similar participant headcount
Nearest other-state filings by covered participants (35 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.