ESOP · DOL Form 5500 · 2024

Gms Holdings Inc ESOP

Data updated 2026-08-11

$69M
Total assets
875
Participants
87th
Percentile by assets
$78,663
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Garrett Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Gms Holdings Inc · Maryland · Mining & Oil Extraction

$69M in assets, 875 participants

Gms Holdings Inc's Garrett Holdings, Inc. Employee Stock Ownership Plan reported $69M in total assets and 875 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 123,622 plans)
  • #599 in Mining & Oil Extraction (785 peers)

Where Garrett Holdings, Inc. Employee Stock Ownership Plan sits by assets

Garrett Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $69M for 875 participants (~$78,663/participant), up 63.2% in 2024.

$69M
total plan assets (2024 EOY)
875
covered participants
87th
percentile by assets (of 123,622 plans)
$78,663
avg assets per participant

Where Garrett Holdings, Inc. Employee Stock Ownership Plan sits by total assets

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

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

$68,830,359 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Garrett Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $42M in the plan year 2023 filing to $69M in the plan year 2024 filing.
  • Garrett Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 593 in the plan year 2023 filing to 875 in the plan year 2024 filing.
  • Garrett Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $20M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Maryland
Industry
Mining & Oil Extraction

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

By assets, Garrett Holdings, Inc. Employee Stock Ownership Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)-$40M
Net Income$27M
Employer EIN920339701
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gms Holdings Inc)

$20M$40M$60M$80M 202220232024 $27.2M $68.8M ▲ +153.2%
Total plan assets by year, all Gms Holdings Inc plans on file
Year Plans Participants Total Assets
2022 1 690 $27M
2023 1 593 $42M
2024 1 875 $69M

Nearby ESOP Plans in Maryland

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

Garrett Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Garrett Holdings, In…, Total assets ($B): 0.068830359 · Participants: 875Garrett Holdings, In…Evapco, Inc. Employe…, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employe…Westat, Inc. Employe…, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employe…Kci Technologies, In…, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, In…Lockheed Martin Corp…, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corp…Brown Capital Manage…, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Manage…
Garrett Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Garrett Holdings, Inc. Employee Stock Ow… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

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

Frequently Asked Questions

How did Garrett Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Garrett Holdings, Inc. Employee Stock Ownership Plan surged - up 63.2% during 2024, from $42M to $69M. Reported net income was $27M.
How have Gms Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gms Holdings Inc's sponsor-wide assets grew 153.2%, from $27M to $69M.
Where does Garrett Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Garrett Holdings, Inc. Employee Stock Ownership Plan ranks in the 87th 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 Garrett Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Global Vessel & Tank Holdco, Inc. Employee Stock Ownership Plan in LA ($69M, 145 participants).

Next read for Garrett Holdings, Inc. Employee Stock Ow…

Scale reading

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

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 920339701.

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.