ESOP · DOL Form 5500 · 2022
Grace Investment Company, Inc. ESOP
Data updated 2026-08-11
- $25M
- Total assets
- 67
- Participants
- 80th
- Percentile by assets
- $372,947
- Avg per participant
Official DOL plan name: Grace Investment Company, Inc. ESOP Plan · Sponsored by Grace Investment Company, Inc. · Oklahoma · Finance & Insurance
$25M in assets, 67 participants
Grace Investment Company, Inc.'s Grace Investment Company, Inc. ESOP Plan reported $25M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 139,126 plans)
- #6,362 in Finance & Insurance (9,261 peers)
Where Grace Investment Company, Inc. ESOP Plan sits by assets
Grace Investment Company, Inc. ESOP Plan sits in the top quartile of all filed plans by assets, $25M for 67 participants (~$372,947/participant), up 29.7% in 2022.
- $25M
- total plan assets (2022 EOY)
- 67
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $372,947
- avg assets per participant
Grace Investment Company, Inc. ESOP Plan vs the 2022 asset distribution
By assets, Grace Investment Company, Inc. ESOP Plan outranks 80% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $6M |
| Employer EIN | 731047970 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Grace Investment Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $25M |
| 2023 | 1 | 67 | $28M |
| 2024 | 1 | 66 | $32M |
Nearby ESOP Plans in Oklahoma
Peer ESOP plans, same state, same plan type, ranked by total assets.
Grace Investment Company, Inc. ESOP Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
- Locke Supply Co. Employee Stock Ownership Plan $291M · 1,040
- International Chemical Company Employee Stock Ownership Plan $182M · 54
- Metro Builders Supply, Inc. Employee Stock Ownership Plan $154M · 1,249
- Bancfirst Corporation Employee Stock Ownership Plan $136M · 1,676
- Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan $114M · 124
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Grace Investment Company, Inc. ESOP Plan by total assets, not by location.
Frequently Asked Questions
How did Grace Investment Company, Inc. ESOP Plan assets move in 2022? ▼
How have Grace Investment Company, Inc. plan assets changed over time? ▼
Where does Grace Investment Company, Inc. ESOP Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Grace Investment Company, Inc. ESOP Plan? ▼
Next read for Grace Investment Company, Inc. ESOP Plan
Scale reading
Ways to act on Grace Investment Company, Inc. ESOP Plan's numbers.
- By total assets, Grace Investment Company, Inc. ESOP Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Oklahoma. Compare plans
- Grace Investment Company, Inc.'s sponsor-wide assets have grown 27.5% since 2022 across 3 plan years on file. More Finance & Insurance plans