ESOP · DOL Form 5500 · 2022

Superior Graphite Company ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
133
Participants Small participant base
49th
Percentile by assets National rank
$35,416
Avg per participant Low balance/head
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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.

  • #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.

#6,787
in Manufacturing (20,602 peers)
-29.0%
assets change YoY

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.

Superior Graphite Co. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

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 $2,050,000,000 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

Superior Graphite Co. 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. Superior Graphite Co. Employee Stock Ownership Plan sits mid-pack in the medium band (133 participants).

Form 5500 schedule snapshot

Filing strip 361842430 · Superior Graphite Company PY 2022 · ESOP

Superior Graphite Co. Employee Stock Ownership Plan · $5M · 133 · 49th

  • IND $5M
  • IND 133
  • IND 49th
  • IND ESOP
  • IND near Select Investment and Management Co. Employee Stock Ownership Plan
  • IND ind #6787

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 Illinois →

Superior Graphite Co. Employee Stock Ownership Plan in the asset neighbourhood

Superior Graphite Co. Employee Stock Ownership PlanSuperior Graphite Co. Employ…$5MSelect Investment and Management Co. Employee Stock Ownership PlanSelect Investment and Manage…$5MPacific Vascular Incorporated Employee Stock Ownership PlanPacific Vascular Incorporate…$5MSordoni Construction Co. Employee Stock Ownership PlanSordoni Construction Co. Emp…$5MBranchpattern, Inc. Employee Stock Ownership PlanBranchpattern, Inc. Employee…$5M
End-of-year total assets ($M) among Superior Graphite Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Superior Graphite Company plans reported in each filing year

Latest sponsor-wide plan assets
$41M 26.3381800520578% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.1M $40.5M ▲ +26.3%
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 ($B) Participants Superior Graphite Co. Employee Stock Ownership Plan, Total assets ($B): 0.00471027 · Participants: 133Superior Graphite Co. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Superior Graphite Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Superior Graphite Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Superior Graphite Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Select Investment and Management Co. Employee Stock Ownership Plan in ID ($5M); by covered participants it is Action Sales Employee Stock Ownership Plan in CA (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 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).
Which ESOP plans cover a similar participant headcount to Superior Graphite Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Action Sales Employee Stock Ownership Plan in CA (133 participants, $20M 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 361842430.

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.