ESOP · DOL Form 5500 · 2022

Grace Stakeholder Investments, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
139
Participants Small participant base
77th
Percentile by assets National rank
$138,635
Avg per participant Near avg balance/head
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Official DOL plan name: Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan · Sponsored by Grace Stakeholder Investments, Inc. · Arkansas · Manufacturing

$19M in assets, 139 participants

Grace Stakeholder Investments, Inc.'s Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan reported $19M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,902 in Manufacturing (20,602 peers)

Coverage in Arkansas

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan covers 139 participants in Arkansas, about 5% of the average Arkansas filer (state average ~2,784 per filing). Assets: $19M.

#13,902
in Manufacturing (20,602 peers)
+4.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan's outsized position by total assets

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,270,292 Top 23% higher than 77% 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

Grace Stakeholder Investments, Inc. 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. Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (139 participants).

Published 5500 schedule card

Filing strip 832940558 · Grace Stakeholder Investments, Inc. PY 2022 · ESOP

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan · $19M · 139 · 77th

  • SCH $19M
  • EBSA 139
  • PART 77th
  • TYPE ESOP
  • NET near Kemron Environmental Services, Inc. Employee Stock Ownership Plan
  • BOOK ind #13902

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 Arkansas →

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kemron Environmental Services, Inc. Employee Stock Ownership PlanKemron Environmental Service…$19MGrace Stakeholder Investments, Inc. Employee Stock Ownership PlanGrace Stakeholder Investment…$19MCommunity State Bank Employee Stock Ownership Plan and TrustCommunity State Bank Employe…$19MChemtron Supply Corporation Employee Stock Ownership PlanChemtron Supply Corporation …$19MInternational Decorators, Inc. Employee Stock Ownership PlanInternational Decorators, In…$19M
End-of-year total assets ($M) among Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Arkansas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income$870K
Employer EIN832940558
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grace Stakeholder Investments, Inc.)

Sponsor-wide plan assets over time

All Grace Stakeholder Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 9.894428356836203% vs 2022
2024 filing year
$24M$25M$26M$27M$28M$29M 202220232024 $25.5M $28M ▲ +9.9%
Year Plans Participants Total Assets
2022 2 270 $25M
2023 2 377 $25M
2024 2 369 $28M

Nearby ESOP Plans in Arkansas

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

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 0100200300400 Total assets ($M) Participants Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.270292 · Participants: 139Grace Stakeholder Investments, Inc. Employee Stock Ownership PlanCentral States Manufacturing, Inc. Employee Stock Ownership Plan, Total assets ($M): 336.726227 · Participants: 1068Central States Manufacturing, Inc. Employee Stock Ownership PlanHarps Food Stores, Inc. Employee Stock Ownership Plan, Total assets ($M): 303.746151 · Participants: 2351Harps Food Stores, Inc. Employee Stock Ownership PlanCentral Moloney, Inc. Salaried Employee Stock Ownership Plan and Trust, Total assets ($M): 180.291297 · Participants: 112Central Moloney, Inc. Salaried Employee Stock Ownership Plan and TrustE.C. Barton & Company Employee Stock Ownership Plan & Trust, Total assets ($M): 167.015531 · Participants: 587E.C. Barton & Company Employee Stock Ownership Plan & TrustRubber & Gasket Company of America Employee Stock Ownership Plan, Total assets ($M): 60.748052 · Participants: 140Rubber & Gasket Company of America Employee Stock Ownership Plan
Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants
Compare Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arkansas, the nearest ESOP by assets is Kemron Environmental Services, Inc. Employee Stock Ownership Plan in VA ($19M); by covered participants it is Wallner Expac Employer Stock Ownership Plan in CA (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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.

Frequently Asked Questions

How did Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan edged up modestly - up 4.6% during 2022, from $18M to $19M. Reported net income was $870K.
How have Grace Stakeholder Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grace Stakeholder Investments, Inc.'s sponsor-wide assets grew 9.9%, from $25M to $28M.
Where does Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kemron Environmental Services, Inc. Employee Stock Ownership Plan in VA ($19M, 139 participants).
Which ESOP plans cover a similar participant headcount to Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wallner Expac Employer Stock Ownership Plan in CA (139 participants, $49M 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 832940558.

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.