ESOP · DOL Form 5500 · 2022
Graef-USA Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 266
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $16,473
- Avg per participant Low balance/head
Official DOL plan name: Graef ESOP · Sponsored by Graef-USA Inc. · Wisconsin · Professional & Technical Services
$4M in assets, 266 participants
Graef-USA Inc.'s Graef ESOP reported $4M in total assets and 266 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #9,813 in Professional & Technical Services (21,562 peers)
Coverage in Wisconsin
Graef ESOP covers 266 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.
- #9,813
- in Professional & Technical Services (21,562 peers)
- -0.4%
- assets change YoY
The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Graef ESOP's mid-pack asset rank among Professional & Technical Services and all filers
Graef ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,381,756 48th percentile higher than 48% 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
Graef ESOP 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. Graef ESOP sits mid-pack in the medium band (266 participants).
DOL schedule card
Filing strip 391083592 · Graef-USA Inc. PY 2022 · ESOP
Graef ESOP · $4M · 266 · 48th
- PHOTO $4M
- IND 266
- EOY 48th
- 5500 ESOP
- ASSETS near Great Lakes Environmental Center, Inc. Employee Stock Ownership Plan
- PCT ind #9813
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 Wisconsin →
Graef ESOP in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$17K |
| Employer EIN | 391083592 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Graef-USA Inc.)
Sponsor-wide plan assets over time
All Graef-USA Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 29.234586667305823% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 536 | $65M |
| 2023 | 2 | 594 | $77M |
| 2024 | 2 | 612 | $84M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Graef ESOP's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Great Lakes Environmental Center, Inc. Employee Stock Ownership Plan in MI ($4M); by covered participants it is Sc&h Group, Inc. Employee Stock Ownership Plan in MD (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (266 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.