ESOP · DOL Form 5500 · 2024

Garrison, Inc. ESOP

Data updated 2026-08-25

$38M
Total assets Below avg plan size
450
Participants Below avg headcount
81st
Percentile by assets National rank
$84,719
Avg per participant Below avg balance/head
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Official DOL plan name: Garrison, Inc. Employee Stock Ownership Plan · Sponsored by Garrison, Inc. · Alabama · Transportation & Warehousing

$38M in assets, 450 participants

Garrison, Inc.'s Garrison, Inc. Employee Stock Ownership Plan reported $38M in total assets and 450 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,624 in Transportation & Warehousing (3,299 peers)

Where Garrison, Inc. Employee Stock Ownership Plan sits by assets

Garrison, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $38M for 450 participants (~$84,719/participant), up 21.5% in 2024.

#2,624
in Transportation & Warehousing (3,299 peers)
+21.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Garrison, Inc. Employee Stock Ownership Plan's outsized position by total assets

Garrison, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$38,123,345 Top 19% higher than 81% 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

Garrison, 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. Garrison, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (450 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Garrison, Inc. Employee Stock Ownership Plan reported net income rose from -$9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Garrison, Inc. Employee Stock Ownership Plan end-of-year assets rose from $31M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Garrison, Inc. Employee Stock Ownership Plan reported participants fell from 557 in the plan year 2023 filing to 450 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 843498367 · Garrison, Inc. PY 2024 · ESOP

Garrison, Inc. Employee Stock Ownership Plan · $38M · 450 · 81st

  • RANK $38M
  • RANK 450
  • RANK 81st
  • RANK ESOP
  • RANK near Miller Holdings, Inc. Employee Stock Ownership Plan and Trust
  • RANK ind #2624

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 Alabama →

Garrison, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Garrison, Inc. Employee Stock Ownership PlanGarrison, Inc. Employee Stoc…$38MMiller Holdings, Inc. Employee Stock Ownership Plan and TrustMiller Holdings, Inc. Employ…$38MInterior Architects, Inc. Employee Stock Ownership PlanInterior Architects, Inc. Em…$38MCompunet, Inc. Employee Stock Ownership PlanCompunet, Inc. Employee Stoc…$38MStafford Development Company Employee Stock Ownership PlanStafford Development Company…$38M
End-of-year total assets ($M) among Garrison, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$26M
Net Income$7M
Employer EIN843498367
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Garrison, Inc.)

Sponsor-wide plan assets over time

All Garrison, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 9.39052621702872% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $60.7M $66.5M ▲ +9.4%
Year Plans Participants Total Assets
2022 2 910 $61M
2023 2 1,203 $57M
2024 2 1,070 $66M

Nearby ESOP Plans in Alabama

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

Garrison, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0200400600 Total assets ($M) Participants Garrison, Inc. Employee Stock Ownership Plan, Total assets ($M): 38.123345 · Participants: 450Garrison, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 515.369863 · Participants: 1644Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 242.741411 · Participants: 298Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 224.790459 · Participants: 125Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 194.917315 · Participants: 1041Radiance Technologies, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries, Total assets ($M): 181.843353 · Participants: 958Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
Garrison, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Garrison, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest ESOP by assets is Miller Holdings, Inc. Employee Stock Ownership Plan and Trust in ND ($38M); by covered participants it is Manar Employee Stock Ownership Plan in IN (450 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (450 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 Garrison, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Garrison, Inc. Employee Stock Ownership Plan grew sharply - up 21.5% during 2024, from $31M to $38M. Reported net income was $7M.
How have Garrison, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Garrison, Inc.'s sponsor-wide assets grew 9.4%, from $61M to $66M.
Where does Garrison, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Garrison, Inc. Employee Stock Ownership Plan ranks in the 81st 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 Garrison, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Miller Holdings, Inc. Employee Stock Ownership Plan and Trust in ND ($38M, 201 participants).
Which ESOP plans cover a similar participant headcount to Garrison, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Manar Employee Stock Ownership Plan in IN (450 participants, $29M 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 843498367.

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.