ESOP · DOL Form 5500 · 2022

Superior Graphite Company ESOP

Data updated 2026-08-11

$5M
Total assets
133
Participants
49th
Percentile by assets
$35,416
Avg per participant
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Official DOL plan name: Superior Graphite Co. Employee Stock Ownership Plan · Sponsored by Superior Graphite Company · Illinois · Manufacturing

$5M in assets, 133 participants

Superior Graphite Company's Superior Graphite Co. Employee Stock Ownership Plan reported $5M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • 49th percentile by assets (of 139,126 plans)
  • #6,787 in Manufacturing (20,602 peers)

Coverage in Illinois

Superior Graphite Co. Employee Stock Ownership Plan covers 133 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $5M.

$5M
total plan assets (2022 EOY)
133
covered participants
49th
percentile by assets (of 139,126 plans)
$35,416
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Superior Graphite Co. Employee Stock Ownership Plan sits by total assets

Superior Graphite Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,710,270 49th percentile higher than 49% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Industry

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Superior Graphite Co. Employee Stock Ownership Plan reports 133 participants - about 17% of that state average ($5M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN361842430
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Superior Graphite Company)

$30M$35M$40M$45M 202220232024 $32.1M $40.5M ▲ +26.3%
Total plan assets by year, all Superior Graphite Company plans on file
Year Plans Participants Total Assets
2022 2 272 $32M
2023 2 289 $38M
2024 2 285 $41M

Nearby ESOP Plans in Illinois

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

Superior Graphite Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Superior Graphite Co…, Total assets ($B): 0.00471027 · Participants: 133Superior Graphite Co…Amsted Industries In…, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries In…Ori 401(k) Savings a…, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings a…Kehe Distributors, I…, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, I…Scot Forge Company E…, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company E…Rli Corp. Employee S…, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee S…
Superior Graphite Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Superior Graphite Co. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Superior Graphite Co. Employee Stock Ownership Plan assets move in 2022?
Superior Graphite Co. Employee Stock Ownership Plan declined sharply - down 29.0% during 2022, from $7M to $5M. Reported net income was -$1M.
How have Superior Graphite Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Superior Graphite Company's sponsor-wide assets grew 26.3%, from $32M to $41M.
Which ESOP plans are similar in size to Superior Graphite Co. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Select Investment and Management Co. Employee Stock Ownership Plan in ID ($5M, 81 participants).

Next read for Superior Graphite Co. Employee Stock Own…

Filing takeaways

Ways to act on Superior Graphite Co. Employee Stock Ownership Plan's numbers.

  • By total assets, Superior Graphite Co. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
  • Superior Graphite Company's sponsor-wide assets have grown 26.3% since 2022 across 3 plan years on file. More Manufacturing plans