ESOP · DOL Form 5500 · 2024

Gerding Companies, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
79
Participants Small participant base
46th
Percentile by assets National rank
$80,466
Avg per participant Below avg balance/head
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Official DOL plan name: Gerding Companies, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Gerding Companies, Inc. · Oregon · Construction

$6M in assets, 79 participants

Gerding Companies, Inc.'s Gerding Companies, Inc. Employee Stock Ownership Plan and Trust reported $6M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #4,066 in Construction (9,039 peers)

Gerding Companies, Inc. multi-year trail

Gerding Companies, Inc.'s plans moved -40.3% in assets from 2022 to 2024; this filing shows Gerding Companies, Inc. Employee Stock Ownership Plan and Trust at $6M / 79 participants.

#4,066
in Construction (9,039 peers)
-17.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gerding Companies, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Construction and all filers

Gerding Companies, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,356,844 46th percentile higher than 46% 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

Gerding Companies, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gerding Companies, Inc. Employee Stock Ownership Plan and Trust is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gerding Companies, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Gerding Companies, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Gerding Companies, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 93 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 453543172 · Gerding Companies, Inc. PY 2024 · ESOP

Gerding Companies, Inc. Employee Stock Ownership Plan and Trust · $6M · 79 · 46th

  • SCH $6M
  • EBSA 79
  • PART 46th
  • TYPE ESOP
  • NET near Mce Corporation Employee Stock Ownership Plan
  • BOOK ind #4066

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 Oregon →

Gerding Companies, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Diamond Ridge Development Corporation Employee Stock Ownership PlanDiamond Ridge Development Co…$6MGerding Companies, Inc. Employee Stock Ownership Plan and TrustGerding Companies, Inc. Empl…$6MMce Corporation Employee Stock Ownership PlanMce Corporation Employee Sto…$6MPinnacle Plastic Products Employee Stock Ownership PlanPinnacle Plastic Products Em…$6MWorth & Company, Inc. Employee Stock Ownership PlanWorth & Company, Inc. Employ…$6M
End-of-year total assets ($M) among Gerding Companies, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Gerding Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gerding Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 40.33462985350324% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $10.7M $6.36M ▼ -40.3%
Year Plans Participants Total Assets
2022 1 96 $11M
2023 1 93 $8M
2024 1 79 $6M

Gerding Companies, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN453543172
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Gerding Companies, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants Gerding Companies, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 6.356844 · Participants: 79Gerding Companies, Inc. Employee Stock Ownership Plan and TrustBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 314.921616 · Participants: 547Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 250.955816 · Participants: 73Pacific Industrial Corp. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 141.187313 · Participants: 2070Bi-Mart Corporation Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 101.669374 · Participants: 209Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 99.362878 · Participants: 195Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Gerding Companies, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Gerding Companies, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Oregon, the nearest ESOP by assets is Mce Corporation Employee Stock Ownership Plan in CA ($6M); 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 Gerding Companies, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Gerding Companies, Inc. Employee Stock Ownership Plan and Trust declined sharply - down 17.5% during 2024, from $8M to $6M. Reported net income was -$1M.
How have Gerding Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerding Companies, Inc.'s sponsor-wide assets declined 40.3%, from $11M to $6M.
Which ESOP plans are similar in size to Gerding Companies, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Mce Corporation Employee Stock Ownership Plan in CA ($6M, 193 participants).
Which ESOP plans cover a similar participant headcount to Gerding Companies, Inc. Employee Stock Ownership Plan and Trust? ▼
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 453543172.

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.