ESOP · DOL Form 5500 · 2024

Thomas Gray & Associates ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
33rd
Percentile by assets National rank
$466,294
Avg per participant High balance/head
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Official DOL plan name: Thomas Gray & Associates Employee Stock Ownership Plan · Sponsored by Thomas Gray & Associates · California · Construction

$3M in assets, 6 participants

Thomas Gray & Associates's Thomas Gray & Associates Employee Stock Ownership Plan reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,878 in Construction (9,039 peers)

Thomas Gray & Associates multi-year trail

Thomas Gray & Associates's plans moved -15.6% in assets from 2022 to 2024; this filing shows Thomas Gray & Associates Employee Stock Ownership Plan at $3M / 6 participants.

#2,878
in Construction (9,039 peers)
+13.4%
assets growth YoY

Thomas Gray & Associates Employee Stock Ownership Plan among the smaller filed plans by assets

Thomas Gray & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$2,797,765 33rd percentile higher than 33% 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

Thomas Gray & Associates Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas Gray & Associates Employee Stock Ownership Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Thomas Gray & Associates Employee Stock Ownership Plan reported net income rose from -$848K in the plan year 2023 filing to $331K in the plan year 2024 filing.
  • Thomas Gray & Associates Employee Stock Ownership Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Thomas Gray & Associates Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953474476 · Thomas Gray & Associates PY 2024 · ESOP

Thomas Gray & Associates Employee Stock Ownership Plan · $3M · 6 · 33rd

  • PART $3M
  • TYPE 6
  • NET 33rd
  • BOOK ESOP
  • VS-ST near The Comrex Corporation Employee Stock Ownership Plan
  • BOY ind #2878

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 California →

Thomas Gray & Associates Employee Stock Ownership Plan in the asset neighbourhood

Thomas Gray & Associates Employee Stock Ownership PlanThomas Gray & Associates Emp…$3MThe Comrex Corporation Employee Stock Ownership PlanThe Comrex Corporation Emplo…$3MAtrix Employee Stock Ownership PlanAtrix Employee Stock Ownersh…$3MGreat Southern Capital Corporation Employee Stock Ownership PlanGreat Southern Capital Corpo…$3MEdward Kurth & Sons, Inc. Employee Stock Ownership PlanEdward Kurth & Sons, Inc. Em…$3M
End-of-year total assets ($M) among Thomas Gray & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Thomas Gray & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Thomas Gray & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.608211847816577% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $3.32M $2.8M ▼ -15.7%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 5 $2M
2024 1 6 $3M

Thomas Gray & Associates filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$331K
Employer EIN953474476
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Thomas Gray & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Thomas Gray & Associates Employee Stock Ownership Plan, Total assets ($B): 0.002797765 · Participants: 6Thomas Gray & Associates Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Thomas Gray & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Thomas Gray & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Thomas Gray & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is The Comrex Corporation Employee Stock Ownership Plan in MA ($3M); by covered participants it is Forcon Holding Company Employee Stock Ownership Plan in FL (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Thomas Gray & Associates Employee Stock Ownership Plan assets move in 2024? ▼
Thomas Gray & Associates Employee Stock Ownership Plan grew at a solid clip - up 13.4% during 2024, from $2M to $3M. Reported net income was $331K.
How have Thomas Gray & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas Gray & Associates's sponsor-wide assets declined 15.6%, from $3M to $3M.
Which ESOP plans are similar in size to Thomas Gray & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Comrex Corporation Employee Stock Ownership Plan in MA ($3M, 20 participants).
Which ESOP plans cover a similar participant headcount to Thomas Gray & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Forcon Holding Company Employee Stock Ownership Plan in FL (6 participants, $336K 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 953474476.

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.