ESOP · DOL Form 5500 · 2023

Grato Holdings, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
103
Participants Small participant base
74th
Percentile by assets National rank
$208,361
Avg per participant Above avg balance/head
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Official DOL plan name: Grato Employee Stock Ownership Plan · Sponsored by Grato Holdings, Inc. · Iowa · Wholesale Trade

$21M in assets, 103 participants

Grato Holdings, Inc.'s Grato Employee Stock Ownership Plan reported $21M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,490 in Wholesale Trade (6,309 peers)

Coverage in Iowa

Grato Employee Stock Ownership Plan covers 103 participants in Iowa, about 17% of the average Iowa filer (state average ~609 per filing). Assets: $21M.

#4,490
in Wholesale Trade (6,309 peers)
-3.4%
assets change YoY

The plan reported a net loss of $728K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grato Employee Stock Ownership Plan's outsized position by total assets

Grato Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,461,174 Top 26% higher than 74% of 127,068 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 2023

Grato Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grato Employee Stock Ownership Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grato Employee Stock Ownership Plan reported net income fell from $2K in the plan year 2022 filing to -$728K in the plan year 2023 filing.
  • Grato Employee Stock Ownership Plan end-of-year assets fell from $22M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270269085 · Grato Holdings, Inc. PY 2023 · ESOP

Grato Employee Stock Ownership Plan · $21M · 103 · 74th

  • BOY $21M
  • SCH 103
  • EBSA 74th
  • PART ESOP
  • TYPE near Adco Employee Stock Ownership Plan
  • NET ind #4490

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 Iowa →

Grato Employee Stock Ownership Plan in the asset neighbourhood

Backlund Investment Co. Employee Stock Ownership Plan and TrustBacklund Investment Co. Empl…$22MBluewater Constructors, Inc. Employee Stock Ownership PlanBluewater Constructors, Inc.…$21MAdco Employee Stock Ownership PlanAdco Employee Stock Ownershi…$21MGrato Employee Stock Ownership PlanGrato Employee Stock Ownersh…$21MNic Partners, Inc. Employee Stock Ownership PlanNic Partners, Inc. Employee …$21M
End-of-year total assets ($M) among Grato Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$21M
Net Income-$728K
Employer EIN270269085
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grato Holdings, Inc.)

Sponsor-wide plan assets over time

All Grato Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 5.578167723395187% vs 2022
2024 filing year
$21M$21.5M$22M$22.5M$23M 202220232024 $22.5M $21.2M ▼ -5.6%
Year Plans Participants Total Assets
2022 2 214 $22M
2023 1 103 $21M
2024 1 99 $21M

Nearby ESOP Plans in Iowa

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

Grato Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Grato Employee Stock Ownership Plan, Total assets ($M): 21.461174 · Participants: 103Grato Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Grato Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Grato Employee Stock Ownership Plan side-by-side with 3 peers →

Grato Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Adco Employee Stock Ownership Plan in NY ($21M); by covered participants it is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Grato Employee Stock Ownership Plan assets move in 2023? ▼
Grato Employee Stock Ownership Plan edged down modestly - down 3.4% during 2023, from $22M to $21M. Reported net income was -$728K.
How have Grato Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grato Holdings, Inc.'s sponsor-wide assets declined 5.6%, from $22M to $21M.
Which ESOP plans are similar in size to Grato Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Adco Employee Stock Ownership Plan in NY ($21M, 43 participants).
Which ESOP plans cover a similar participant headcount to Grato Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270269085.

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.