ESOP · DOL Form 5500 · 2024

Garrison, Inc. ESOP

Data updated 2026-08-06

$38M
Total assets: 450
Participants: 81st
Percentile by assets: $84,719
Avg per participant

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.

81st percentile by assets (of 116,472 plans)

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.

$38M
total plan assets (2024 EOY): 450
covered participants: 81st
percentile by assets (of 116,472 plans): $84,719
avg assets per participant

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 →

State

Alabama

Industry

Transportation & Warehousing

Garrison, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Garrison, Inc. Employee Stock Ownership Plan outranks 81% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	$26M
Net Income	$7M
Employer EIN	843498367
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Garrison, Inc.)

Total plan assets by year, all Garrison, Inc. plans on file

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

Starfish Holdings, Inc. Employee Stock Ownership Plan $515M · 1,644
Inline Electric Employee Stock Ownership Plan $243M · 298
Signature Homes Employee Stock Ownership Plan $225M · 125
Radiance Technologies, Inc. Employee Stock Ownership Plan $195M · 1,041
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries $182M · 958

Compare Garrison, Inc. Employee Stock Ownership … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Garrison, Inc. Employee Stock Ownership Plan by total assets, not by location.

Miller Holdings, Inc. Employee Stock Ownership Plan and Trust (ND) $38M · 201
Interior Architects, Inc. Employee Stock Ownership Plan (CA) $38M · 561
Compunet, Inc. Employee Stock Ownership Plan (ID) $38M · 311
Stafford Development Company Employee Stock Ownership Plan (GA) $38M · 81

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 116,472 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).

Next read for Garrison, Inc. Employee Stock Ownership …

Scale reading

Ways to act on Garrison, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Garrison, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Alabama. Compare plans
Garrison, Inc.'s sponsor-wide assets have grown 9.4% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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.