ESOP · DOL Form 5500 · 2023

Grady Brothers, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
39th
Percentile by assets National rank
$371,157
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Grady Brothers, Inc. Employee Stock Ownership Plan · Sponsored by Grady Brothers, Inc. · Indiana · Manufacturing

$4M in assets, 10 participants

Grady Brothers, Inc.'s Grady Brothers, Inc. Employee Stock Ownership Plan reported $4M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,163 in Manufacturing (18,722 peers)

What the 2023 filing shows

Grady Brothers, Inc. Employee Stock Ownership Plan holds $4M for 10 participants - about $371,157 per participant, in the lower half of filed plans by assets.

#4,163
in Manufacturing (18,722 peers)
+8.0%
assets growth YoY

Grady Brothers, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Grady Brothers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,711,567 39th percentile higher than 39% 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

Grady Brothers, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grady Brothers, Inc. Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grady Brothers, Inc. Employee Stock Ownership Plan reported net income fell from $438K in the plan year 2022 filing to $275K in the plan year 2023 filing.
  • Grady Brothers, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351033872 · Grady Brothers, Inc. PY 2023 · ESOP

Grady Brothers, Inc. Employee Stock Ownership Plan · $4M · 10 · 39th

  • VS-ST $4M
  • BOY 10
  • SCH 39th
  • EBSA ESOP
  • PART near Rwls Corporation Employee Stock Ownership Plan
  • TYPE ind #4163

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 Indiana →

Grady Brothers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Grady Brothers, Inc. Employee Stock Ownership PlanGrady Brothers, Inc. Employe…$4MRwls Corporation Employee Stock Ownership PlanRwls Corporation Employee St…$4MRwls Corporation Employee Stock Ownership PlanRwls Corporation Employee St…$4MAir Turbine Propeller Company Employee Stock Ownership PlanAir Turbine Propeller Compan…$4MKosmo Machine Inc. Employee Stock Ownership PlanKosmo Machine Inc. Employee …$4M
End-of-year total assets ($M) among Grady Brothers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$275K
Employer EIN351033872
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grady Brothers, Inc.)

Sponsor-wide plan assets over time

All Grady Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.8319271197665636% vs 2022
2024 filing year
$3.4M$3.5M$3.6M$3.7M$3.8M 202220232024 $3.44M $3.57M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 10 $4M
2024 1 11 $4M

Nearby ESOP Plans in Indiana

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

Grady Brothers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Grady Brothers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003711567 · Participants: 10Grady Brothers, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Grady Brothers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Grady Brothers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Grady Brothers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Rwls Corporation Employee Stock Ownership Plan in ($4M); by covered participants it is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Grady Brothers, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Grady Brothers, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.0% during 2023, from $3M to $4M. Reported net income was $275K.
How have Grady Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grady Brothers, Inc.'s sponsor-wide assets grew 3.8%, from $3M to $4M.
Which ESOP plans are similar in size to Grady Brothers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rwls Corporation Employee Stock Ownership Plan in ($4M, 326 participants).
Which ESOP plans cover a similar participant headcount to Grady Brothers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mantech International Corporation Employee Stock Ownership Plan in VA (10 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 351033872.

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.