ESOP · DOL Form 5500 · 2022

P. Graham Dunn, Inc. ESOP

Data updated 2026-08-25

$100K
Total assets Small plan by assets
205
Participants Below avg headcount
6th
Percentile by assets National rank
$488
Avg per participant Low balance/head
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Official DOL plan name: P. Graham Dunn, Inc. Employee Stock Ownership Plan · Sponsored by P. Graham Dunn, Inc. · Ohio · Manufacturing

$100K in assets, 205 participants

P. Graham Dunn, Inc.'s P. Graham Dunn, Inc. Employee Stock Ownership Plan reported $100K in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

  • #503 in Manufacturing (20,602 peers)

Coverage in Ohio

P. Graham Dunn, Inc. Employee Stock Ownership Plan covers 205 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $100K.

#503
in Manufacturing (20,602 peers)
-73.5%
assets change YoY

The plan reported a net loss of $270K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

P. Graham Dunn, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

P. Graham Dunn, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$100,134 6th percentile higher than 6% 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

P. Graham Dunn, 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. P. Graham Dunn, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (205 participants).

DOL schedule card

Filing strip 341667697 · P. Graham Dunn, Inc. PY 2022 · ESOP

P. Graham Dunn, Inc. Employee Stock Ownership Plan · $100K · 205 · 6th

  • EBSA $100K
  • PART 205
  • TYPE 6th
  • NET ESOP
  • BOOK near Poly-Fiber, Inc. Employee Stock Ownership Plan
  • VS-ST ind #503

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 Ohio →

P. Graham Dunn, Inc. Employee Stock Ownership Plan in the asset neighbourhood

P. Graham Dunn, Inc. Employee Stock Ownership PlanP. Graham Dunn, Inc. Employe…$100KPoly-Fiber, Inc. Employee Stock Ownership PlanPoly-Fiber, Inc. Employee St…$100KEnviremedial Services, Inc. Employee Stock Ownership Plan and TrustEnviremedial Services, Inc. …$100KProsym, Inc. Employee Stock Ownership Plan and TrustProsym, Inc. Employee Stock …$100KOzark Machine Company, Inc. Employees Stock Ownership TrustOzark Machine Company, Inc. …$100K
End-of-year total assets ($M) among P. Graham Dunn, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$378K
Net Assets (End of Year)-$356K
Net Income-$270K
Employer EIN341667697
Plan Effective Date2019-08-30
Filing StatusFILING RECEIVED

Sponsor Plan History (P. Graham Dunn, Inc.)

Sponsor-wide plan assets over time

All P. Graham Dunn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.3610739429337886% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M$5.4M 202220232024 $4.62M $4.77M ▲ +3.2%
Year Plans Participants Total Assets
2022 2 402 $5M
2023 2 286 $5M
2024 2 250 $5M

Nearby ESOP Plans in Ohio

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

P. Graham Dunn, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants P. Graham Dunn, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000100134 · Participants: 205P. Graham Dunn, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
P. Graham Dunn, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare P. Graham Dunn, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

P. Graham Dunn, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Poly-Fiber, Inc. Employee Stock Ownership Plan in CA ($100K); by covered participants it is Tri Dal Employee Stock Ownership Plan in TX (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 P. Graham Dunn, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
P. Graham Dunn, Inc. Employee Stock Ownership Plan contracted severely - down 73.5% during 2022, from $378K to $100K. Reported net income was -$270K.
How have P. Graham Dunn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P. Graham Dunn, Inc.'s sponsor-wide assets grew 3.4%, from $5M to $5M.
Where does P. Graham Dunn, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
P. Graham Dunn, Inc. Employee Stock Ownership Plan ranks in the 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to P. Graham Dunn, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Poly-Fiber, Inc. Employee Stock Ownership Plan in CA ($100K, 15 participants).
Which ESOP plans cover a similar participant headcount to P. Graham Dunn, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tri Dal Employee Stock Ownership Plan in TX (205 participants, $19M 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 341667697.

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.