ESOP · DOL Form 5500 · 2023
Herbert Rowland & Grubic, Inc. ESOP
Data updated 2026-08-11
- $42M
- Total assets
- 307
- Participants
- 83rd
- Percentile by assets
- $135,702
- Avg per participant
Official DOL plan name: Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan · Sponsored by Herbert Rowland & Grubic, Inc. · Pennsylvania · Professional & Technical Services
$42M in assets, 307 participants
Herbert Rowland & Grubic, Inc.'s Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan reported $42M in total assets and 307 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 127,072 plans)
- #17,149 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan covers 307 participants in Pennsylvania, about 37% of the average Pennsylvania filer (state average ~822 per filing). Assets: $42M.
- $42M
- total plan assets (2023 EOY)
- 307
- covered participants
- 83rd
- percentile by assets (of 127,072 plans)
- $135,702
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan reported net income rose from -$7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan end-of-year assets rose from $33M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan reported participants rose from 264 in the plan year 2022 filing to 307 in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan reports 307 participants - about 37% of that state average ($42M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $9M |
| Employer EIN | 231609730 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herbert Rowland & Grubic, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 530 | $68M |
| 2023 | 2 | 620 | $88M |
| 2024 | 2 | 675 | $107M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Herbert Rowland & Grubic, Inc.'s sponsor-wide assets have grown 57.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans