ESOP · DOL Form 5500 · 2023
Grace Stakeholder Investments, Inc. ESOP
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 186
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $100,969
- Avg per participant Below avg balance/head
Official DOL plan name: Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan · Sponsored by Grace Stakeholder Investments, Inc. · Arkansas · Manufacturing
$19M in assets, 186 participants
Grace Stakeholder Investments, Inc.'s Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan reported $19M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #11,420 in Manufacturing (18,722 peers)
Coverage in Arkansas
Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan covers 186 participants in Arkansas, about 7% of the average Arkansas filer (state average ~2,784 per filing). Assets: $19M.
- #11,420
- in Manufacturing (18,722 peers)
- -2.5%
- assets change YoY
The plan reported a net loss of $470K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan's outsized position by total assets
Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,780,267 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Grace Stakeholder Investments, Inc. 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. Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (186 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan reported net income fell from $870K in the plan year 2022 filing to -$470K in the plan year 2023 filing.
- Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan reported participants rose from 139 in the plan year 2022 filing to 186 in the plan year 2023 filing.
- Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan end-of-year assets fell from $19M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 832940558 · Grace Stakeholder Investments, Inc. PY 2023 · ESOP
Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan · $19M · 186 · 71st
- BOOK $19M
- BOOK 186
- BOOK 71st
- BOOK ESOP
- BOOK near Glass Systems, Inc. Employee Stock Ownership Plan
- BOOK ind #11420
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 Arkansas →
Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Arkansas filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$470K |
| Employer EIN | 832940558 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Grace Stakeholder Investments, Inc.)
Sponsor-wide plan assets over time
All Grace Stakeholder Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 9.894428356836203% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 270 | $25M |
| 2023 | 2 | 377 | $25M |
| 2024 | 2 | 369 | $28M |
Nearby ESOP Plans in Arkansas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Central States, Inc. Employee Stock Ownership Plan $496M · 1,113
- Central Moloney, Inc. Salaried Employee Stock Ownership Plan and Trust $352M · 119
- Harps Food Stores, Inc. Employee Stock Ownership Plan $306M · 2,833
- E.C. Barton & Company Employee Stock Ownership Plan & Trust $167M · 674
- Rubber & Gasket Company of America Employee Stock Ownership Plan $64M · 147
Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arkansas, the nearest ESOP by assets is Glass Systems, Inc. Employee Stock Ownership Plan in GA ($19M); by covered participants it is Golden Artist Colors, Inc. Employee Stock Ownership Plan in NY (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Glass Systems, Inc. Employee Stock Ownership Plan (GA) $19M · 82
- Conrad Fire Equipment Employee Stock Ownership Plan (KS) $19M · 26
- Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation (FL) $19M · 63
- Vic's Crane & Heavy Haul, Inc. Employee Stock Ownership Plan (MN) $19M · 44
Similar participant headcount
Nearest other-state filings by covered participants (186 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.