ESOP · DOL Form 5500 · 2022

Herbert Rowland & Grubic, Inc. ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
264
Participants Below avg headcount
84th
Percentile by assets National rank
$123,940
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan · Sponsored by Herbert Rowland & Grubic, Inc. · Pennsylvania · Professional & Technical Services

$33M in assets, 264 participants

Herbert Rowland & Grubic, Inc.'s Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan reported $33M in total assets and 264 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,220 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan covers 264 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $33M.

#18,220
in Professional & Technical Services (21,562 peers)
-18.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan's outsized position by total assets

Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$32,720,183 Top 16% higher than 84% 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

Herbert Rowland & Grubic, 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. Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (264 participants).

Published 5500 schedule card

Filing strip 231609730 · Herbert Rowland & Grubic, Inc. PY 2022 · ESOP

Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan · $33M · 264 · 84th

  • BOOK $33M
  • VS-ST 264
  • BOY 84th
  • SCH ESOP
  • EBSA near Dynabrade, Inc Employee Stock Ownership Plan
  • PART ind #18220

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 Pennsylvania →

Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Gordon, Inc. Employee Stock Ownership PlanGordon, Inc. Employee Stock …$33MGenetics & Ivf Institute Employee Stock Ownership PlanGenetics & Ivf Institute Emp…$33MHerbert Rowland & Grubic, Inc. Employee Stock Ownership PlanHerbert Rowland & Grubic, In…$33MDynabrade, Inc Employee Stock Ownership PlanDynabrade, Inc Employee Stoc…$33MWoodfold Employee Stock Ownership PlanWoodfold Employee Stock Owne…$33M
End-of-year total assets ($M) among Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$33M
Net Income-$7M
Employer EIN231609730
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herbert Rowland & Grubic, Inc.)

Sponsor-wide plan assets over time

All Herbert Rowland & Grubic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 57.13465941455318% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $68.4M $107M ▲ +57.1%
Year Plans Participants Total Assets
2022 2 530 $68M
2023 2 620 $88M
2024 2 675 $107M

Nearby ESOP Plans in Pennsylvania

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

Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.032720183 · Participants: 264Herbert Rowland & Grubic, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Dynabrade, Inc Employee Stock Ownership Plan in NY ($33M); by covered participants it is Waukesha State Bank Employee Stock Ownership Plan in WI (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan declined sharply - down 18.8% during 2022, from $40M to $33M. Reported net income was -$7M.
How have Herbert Rowland & Grubic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herbert Rowland & Grubic, Inc.'s sponsor-wide assets grew 57.1%, from $68M to $107M.
Where does Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan ranks in the 84th 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 Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dynabrade, Inc Employee Stock Ownership Plan in NY ($33M, 144 participants).
Which ESOP plans cover a similar participant headcount to Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Waukesha State Bank Employee Stock Ownership Plan in WI (264 participants, $7M 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 231609730.

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.