ESOP · DOL Form 5500 · 2022

Grady Brothers, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
43rd
Percentile by assets National rank
$343,665
Avg per participant High balance/head
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Official DOL plan name: Grady Brothers, Inc. Employee Stock Ownership Plan · Sponsored by Grady Brothers, Inc. · Indiana · Manufacturing

$3M in assets, 10 participants

Grady Brothers, Inc.'s Grady Brothers, Inc. Employee Stock Ownership Plan reported $3M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #5,415 in Manufacturing (20,602 peers)

2022 asset change

Grady Brothers, Inc. Employee Stock Ownership Plan grew at a solid clip 14.6% in 2022 ($3M → $3M) for 10 participants.

#5,415
in Manufacturing (20,602 peers)
+14.6%
assets growth YoY

Grady Brothers, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Grady Brothers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,436,652 43rd percentile higher than 43% of 139,123 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 2022

Grady Brothers, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grady Brothers, Inc. Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

Published 5500 schedule card

Filing strip 351033872 · Grady Brothers, Inc. PY 2022 · ESOP

Grady Brothers, Inc. Employee Stock Ownership Plan · $3M · 10 · 43rd

  • TYPE $3M
  • NET 10
  • BOOK 43rd
  • VS-ST ESOP
  • BOY near Rock West Employee Stock Ownership Plan
  • SCH ind #5415

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 Indiana →

Grady Brothers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Improve Group, Inc. Employee Stock Ownership PlanImprove Group, Inc. Employee…$3MAnderson Fabrics, Inc. ESOP$3MGrady Brothers, Inc. Employee Stock Ownership PlanGrady Brothers, Inc. Employe…$3MRock West Employee Stock Ownership PlanRock West Employee Stock Own…$3MIntuitive Technology Group, Inc Employee Stock Ownership PlanIntuitive Technology Group, …$3M
End-of-year total assets ($M) among Grady Brothers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Grady Brothers, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Grady Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.8319271197665636% vs 2022
2024 filing year
$3.4M$3.5M$3.6M$3.7M$3.8M 202220232024 $3.44M $3.57M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 10 $4M
2024 1 11 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$438K
Employer EIN351033872
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Grady Brothers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Grady Brothers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003436652 · Participants: 10Grady Brothers, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Grady Brothers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Grady Brothers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Rock West Employee Stock Ownership Plan in CA ($3M); by covered participants it is Edwards Development Company Employee Stock Ownership Plan in WY (10 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Grady Brothers, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Grady Brothers, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.6% during 2022, from $3M to $3M. Reported net income was $438K.
How have Grady Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grady Brothers, Inc.'s sponsor-wide assets grew 3.8%, from $3M to $4M.
Which ESOP plans are similar in size to Grady Brothers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rock West Employee Stock Ownership Plan in CA ($3M, 137 participants).
Which ESOP plans cover a similar participant headcount to Grady Brothers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Edwards Development Company Employee Stock Ownership Plan in WY (10 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351033872.

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.