ESOP · DOL Form 5500 · 2022
Grato Holdings, Inc. ESOP
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $215,657
- Avg per participant Above avg balance/head
Official DOL plan name: Grato Employee Stock Ownership Plan · Sponsored by Grato Holdings, Inc. · Iowa · Wholesale Trade
$22M in assets, 103 participants
Grato Holdings, Inc.'s Grato Employee Stock Ownership Plan reported $22M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #5,293 in Wholesale Trade (6,843 peers)
Coverage in Iowa
Grato Employee Stock Ownership Plan covers 103 participants in Iowa, about 17% of the average Iowa filer (state average ~609 per filing). Assets: $22M.
- #5,293
- in Wholesale Trade (6,843 peers)
- -0.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
Grato Employee Stock Ownership Plan's outsized position by total assets
Grato Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,212,668 Top 21% higher than 79% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Grato Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grato Employee Stock Ownership Plan sits mid-pack in the medium band (103 participants).
EBSA filing schedule strip
Filing strip 270269085 · Grato Holdings, Inc. PY 2022 · ESOP
Grato Employee Stock Ownership Plan · $22M · 103 · 79th
- PHOTO $22M
- IND 103
- EOY 79th
- 5500 ESOP
- ASSETS near New Glarus Brewing Company Employee Stock Ownership Plan
- PCT ind #5293
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 Iowa →
Grato Employee Stock Ownership Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2K |
| Employer EIN | 270269085 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Grato Holdings, Inc.)
Sponsor-wide plan assets over time
All Grato Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 5.578167723395187% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 214 | $22M |
| 2023 | 1 | 103 | $21M |
| 2024 | 1 | 99 | $21M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $686M · 781
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $437M · 774
- Precision, Inc. Employee Stock Ownership Plan and Trust $403M · 645
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $383M · 643
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $362M · 2,582
Grato Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is New Glarus Brewing Company Employee Stock Ownership Plan in WI ($22M); by covered participants it is Raulli & Sons, Inc. Employee Stock Ownership Plan in NY (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.