ESOP · DOL Form 5500 · 2023

Grace Stakeholder Investments, Inc. ESOP

Data updated 2026-08-11

$19M
Total assets: 186
Participants: 71st
Percentile by assets: $100,969
Avg per participant

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.

71st percentile by assets (of 127,072 plans)
#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.

$19M
total plan assets (2023 EOY): 186
covered participants: 71st
percentile by assets (of 127,072 plans): $100,969
avg assets per participant

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 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.

See the national 2022→2023 release diff →

State

Arkansas

Industry

Manufacturing

Participants vs Arkansas filers

In Arkansas, the average filing covers about 2,784 participants across 760 plans. Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan reports 186 participants - about 7% of that state average ($19M EOY assets).

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.)

Total plan assets by year, all Grace Stakeholder Investments, Inc. plans on file

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.

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants

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

Compare Grace Stakeholder Investments, Inc. Empl… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan by total assets, not by location.

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

Frequently Asked Questions

How did Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan edged down modestly - down 2.5% during 2023, from $19M to $19M. Reported net income was -$470K.

How have Grace Stakeholder Investments, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Grace Stakeholder Investments, Inc.'s sponsor-wide assets grew 9.9%, from $25M to $28M.

Which ESOP plans are similar in size to Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Glass Systems, Inc. Employee Stock Ownership Plan in GA ($19M, 82 participants).

Next read for Grace Stakeholder Investments, Inc. Empl…

Filing takeaways

Ways to act on Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Arkansas. Compare plans
Grace Stakeholder Investments, Inc.'s sponsor-wide assets have grown 9.9% since 2022 across 3 plan years on file. More Manufacturing plans

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 832940558.