ESOP · DOL Form 5500 · 2024

T. G. T. Enterprises, Inc. D/B/a Anderson ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
133
Participants Small participant base
70th
Percentile by assets National rank
$150,188
Avg per participant Above avg balance/head
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Official DOL plan name: Anderson Employee Stock Ownership Plan · Sponsored by T. G. T. Enterprises, Inc. D/B/a Anderson · California · Manufacturing

$20M in assets, 133 participants

T. G. T. Enterprises, Inc. D/B/a Anderson's Anderson Employee Stock Ownership Plan reported $20M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,627 in Manufacturing (17,777 peers)

Coverage in California

Anderson Employee Stock Ownership Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $20M.

#10,627
in Manufacturing (17,777 peers)
+41.7%
assets growth YoY

Anderson Employee Stock Ownership Plan's outsized position by total assets

Anderson Employee Stock Ownership Plan vs every filed plan by assets

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

$19,975,000 Top 30% higher than 70% 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

Anderson 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. Anderson Employee Stock Ownership Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Anderson Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Anderson Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Anderson Employee Stock Ownership Plan reported participants fell from 141 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 953246672 · T. G. T. Enterprises, Inc. D/B/a Anderson PY 2024 · ESOP

Anderson Employee Stock Ownership Plan · $20M · 133 · 70th

  • EOY $20M
  • EOY 133
  • EOY 70th
  • EOY ESOP
  • EOY near Geiger Brothers, Inc. Employee Stock Ownership Plan
  • EOY ind #10627

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 →

Anderson Employee Stock Ownership Plan in the asset neighbourhood

Rettew Employee Stock Ownership PlanRettew Employee Stock Owners…$20MPeerless Electronics Inc. ESOPPeerless Electronics Inc. ES…$20MAnderson Employee Stock Ownership PlanAnderson Employee Stock Owne…$20MGeiger Brothers, Inc. Employee Stock Ownership PlanGeiger Brothers, Inc. Employ…$20MPcg Exchange, Inc. Employee Stock Ownership PlanPcg Exchange, Inc. Employee …$20M
End-of-year total assets ($M) among Anderson Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$590K
Net Income$7M
Employer EIN953246672
Plan Effective Date2021-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (T. G. T. Enterprises, Inc. D/B/a Anderson)

Sponsor-wide plan assets over time

All T. G. T. Enterprises, Inc. D/B/a Anderson plans reported in each filing year

Latest sponsor-wide plan assets
$38M 53.10129442136441% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.7M $37.8M ▲ +53.1%
Year Plans Participants Total Assets
2022 2 266 $25M
2023 2 293 $30M
2024 2 273 $38M

Nearby ESOP Plans in California

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

Anderson Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Anderson Employee Stock Ownership Plan, Total assets ($B): 0.019975 · Participants: 133Anderson 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
Anderson Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Anderson Employee Stock Ownership Plan side-by-side with 3 peers →

Anderson Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Geiger Brothers, Inc. Employee Stock Ownership Plan in OH ($20M); by covered participants it is Bardenay, Inc. Retirement Plan in ID (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Anderson Employee Stock Ownership Plan assets move in 2024? ▼
Anderson Employee Stock Ownership Plan surged - up 41.7% during 2024, from $14M to $20M. Reported net income was $7M.
How have T. G. T. Enterprises, Inc. D/B/a Anderson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T. G. T. Enterprises, Inc. D/B/a Anderson's sponsor-wide assets grew 53.1%, from $25M to $38M.
Which ESOP plans are similar in size to Anderson Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Geiger Brothers, Inc. Employee Stock Ownership Plan in OH ($20M, 98 participants).
Which ESOP plans cover a similar participant headcount to Anderson Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bardenay, Inc. Retirement Plan in ID (133 participants, $5M 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 953246672.

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.