ESOP · DOL Form 5500 · 2024

Gibson Insurance Agency, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
161
Participants Small participant base
75th
Percentile by assets National rank
$158,154
Avg per participant Above avg balance/head
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Official DOL plan name: Gibson Insurance Agency, Inc. Employee Stock Ownership Plan · Sponsored by Gibson Insurance Agency, Inc. · Indiana · Finance & Insurance

$25M in assets, 161 participants

Gibson Insurance Agency, Inc.'s Gibson Insurance Agency, Inc. Employee Stock Ownership Plan reported $25M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,224 in Finance & Insurance (8,549 peers)

Coverage in Indiana

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan covers 161 participants in Indiana, about 30% of the average Indiana filer (state average ~541 per filing). Assets: $25M.

#5,224
in Finance & Insurance (8,549 peers)
+12.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan's outsized position by total assets

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,462,799 Top 25% higher than 75% 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

Gibson Insurance Agency, 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. Gibson Insurance Agency, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gibson Insurance Agency, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Gibson Insurance Agency, Inc. Employee Stock Ownership Plan reported participants rose from 143 in the plan year 2023 filing to 161 in the plan year 2024 filing.
  • Gibson Insurance Agency, Inc. Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351116724 · Gibson Insurance Agency, Inc. PY 2024 · ESOP

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan · $25M · 161 · 75th

  • VS-ST $25M
  • VS-ST 161
  • VS-ST 75th
  • VS-ST ESOP
  • VS-ST near Tharanco Group, Inc. Employee Stock Ownership Plan
  • VS-ST ind #5224

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 Indiana →

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rayser Holdings, Inc. Employee Stock Ownership PlanRayser Holdings, Inc. Employ…$26MTharanco Group, Inc. Employee Stock Ownership PlanTharanco Group, Inc. Employe…$25MGibson Insurance Agency, Inc. Employee Stock Ownership PlanGibson Insurance Agency, Inc…$25MEwing-Foley, Inc. Employee Stock Ownership PlanEwing-Foley, Inc. Employee S…$25MM.B. Herzog Electric, Inc. Employee Stock Ownership PlanM.B. Herzog Electric, Inc. E…$25M
End-of-year total assets ($M) among Gibson Insurance Agency, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN351116724
Plan Effective Date2010-12-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Gibson Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All Gibson Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 34.2664768559599% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $47.4M $63.6M ▲ +34.3%
Year Plans Participants Total Assets
2022 2 286 $47M
2023 2 295 $55M
2024 2 336 $64M

Nearby ESOP Plans in Indiana

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

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Gibson Insurance Agency, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.025462799 · Participants: 161Gibson Insurance Agency, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Gibson Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Gibson Insurance Agency, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Gibson Insurance Agency, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Tharanco Group, Inc. Employee Stock Ownership Plan in NY ($25M); by covered participants it is Pacific Utility Installation, Inc. Employee Stock Ownership Plan in CA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Gibson Insurance Agency, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Gibson Insurance Agency, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.4% during 2024, from $23M to $25M. Reported net income was $3M.
How have Gibson Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gibson Insurance Agency, Inc.'s sponsor-wide assets grew 34.3%, from $47M to $64M.
Where does Gibson Insurance Agency, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Gibson Insurance Agency, Inc. Employee Stock Ownership Plan ranks in the 75th 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 Gibson Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tharanco Group, Inc. Employee Stock Ownership Plan in NY ($25M, 156 participants).
Which ESOP plans cover a similar participant headcount to Gibson Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pacific Utility Installation, Inc. Employee Stock Ownership Plan in CA (161 participants, $18M 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 351116724.

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.