ESOP · DOL Form 5500 · 2023

Graef-USA Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
294
Participants Below avg headcount
45th
Percentile by assets National rank
$17,618
Avg per participant Low balance/head
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Official DOL plan name: Graef ESOP · Sponsored by Graef-USA Inc. · Wisconsin · Professional & Technical Services

$5M in assets, 294 participants

Graef-USA Inc.'s Graef ESOP reported $5M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,733 in Professional & Technical Services (20,321 peers)

Graef-USA Inc. multi-year trail

Graef-USA Inc.'s plans moved +29.2% in assets from 2022 to 2024; this filing shows Graef ESOP at $5M / 294 participants.

#8,733
in Professional & Technical Services (20,321 peers)
+18.2%
assets growth YoY

Graef ESOP's mid-pack asset rank among Professional & Technical Services and all filers

Graef ESOP vs every filed plan by assets

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

$5,179,581 45th percentile higher than 45% 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

Graef ESOP 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. Graef ESOP sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graef ESOP reported net income rose from -$17K in the plan year 2022 filing to $798K in the plan year 2023 filing.
  • Graef ESOP end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Graef ESOP reported participants rose from 266 in the plan year 2022 filing to 294 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391083592 · Graef-USA Inc. PY 2023 · ESOP

Graef ESOP · $5M · 294 · 45th

  • SCH $5M
  • EBSA 294
  • PART 45th
  • TYPE ESOP
  • NET near Ccs Constructors, Inc. Employee Stock Ownership Plan
  • BOOK ind #8733

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 Wisconsin →

Graef ESOP in the asset neighbourhood

The Fertrell Company Employee Stock Ownership PlanThe Fertrell Company Employe…$5MNautical Restaurants, Inc. Employee Stock Ownership PlanNautical Restaurants, Inc. E…$5MGraef ESOP$5MCcs Constructors, Inc. Employee Stock Ownership PlanCcs Constructors, Inc. Emplo…$5MMiller Dunwiddie Architecture, Inc. Employee Stock Ownership PlanMiller Dunwiddie Architectur…$5M
End-of-year total assets ($M) among Graef ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Graef-USA Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Graef-USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 29.234586667305823% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $64.7M $83.6M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 536 $65M
2023 2 594 $77M
2024 2 612 $84M

Graef-USA Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$798K
Employer EIN391083592
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Graef ESOP vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Graef ESOP, Total assets ($B): 0.005179581 · Participants: 294Graef ESOPSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Graef ESOP vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Graef ESOP side-by-side with 3 peers →

Graef ESOP's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Ccs Constructors, Inc. Employee Stock Ownership Plan in VT ($5M); by covered participants it is Kwest Holdings, Inc. Employee Stock Ownership Plan in OH (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Graef ESOP assets move in 2023? ▼
Graef ESOP grew sharply - up 18.2% during 2023, from $4M to $5M. Reported net income was $798K.
How have Graef-USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graef-USA Inc.'s sponsor-wide assets grew 29.2%, from $65M to $84M.
Which ESOP plans are similar in size to Graef ESOP? ▼
Among ESOP plans in other states, the closest by assets is Ccs Constructors, Inc. Employee Stock Ownership Plan in VT ($5M, 25 participants).
Which ESOP plans cover a similar participant headcount to Graef ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Kwest Holdings, Inc. Employee Stock Ownership Plan in OH (294 participants, $5M 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 391083592.

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.