ESOP · DOL Form 5500 · 2024

Gms Holdings Inc ESOP

Data updated 2026-08-25

$69M
Total assets Below avg plan size
875
Participants Near avg headcount
87th
Percentile by assets National rank
$78,663
Avg per participant Below avg balance/head
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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.

  • #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.

#599
in Mining & Oil Extraction (785 peers)
+63.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Garrett Holdings, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Garrett Holdings, 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. Garrett Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (875 participants).

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 →

Plan-year Form 5500 strip

Filing strip 920339701 · Gms Holdings Inc PY 2024 · ESOP

Garrett Holdings, Inc. Employee Stock Ownership Plan · $69M · 875 · 87th

  • TYPE $69M
  • NET 875
  • BOOK 87th
  • VS-ST ESOP
  • BOY near Global Vessel & Tank Holdco, Inc. Employee Stock Ownership Plan
  • SCH ind #599

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 Maryland →

Garrett Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Morley Builders, Inc. Employee Stock Ownership PlanMorley Builders, Inc. Employ…$69MGarrett Holdings, Inc. Employee Stock Ownership PlanGarrett Holdings, Inc. Emplo…$69MGlobal Vessel & Tank Holdco, Inc. Employee Stock Ownership PlanGlobal Vessel & Tank Holdco,…$69MColumbia Bank Employee Stock Ownership PlanColumbia Bank Employee Stock…$69MEmployees' Stock Ownership Plan of Cenlar Capital CorporationEmployees' Stock Ownership P…$69M
End-of-year total assets ($M) among Garrett Holdings, 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)$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)

Sponsor-wide plan assets over time

All Gms Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$69M 153.21386052260155% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $27.2M $68.8M ▲ +153.2%
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 ($B) Participants Garrett Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.068830359 · Participants: 875Garrett Holdings, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanBrown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOP
Garrett Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Garrett Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest ESOP by assets is Global Vessel & Tank Holdco, Inc. Employee Stock Ownership Plan in LA ($69M); by covered participants it is Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan in MS (876 participants). Same-state nearby plans are listed separately above.

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 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).
Which ESOP plans cover a similar participant headcount to Garrett Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan in MS (876 participants, $81M 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 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.