ESOP · DOL Form 5500 · 2023

Johnson, Grossnickle & Associates, Inc. ESOP

Data updated 2026-08-25

$555K
Total assets Small plan by assets: 12
Participants Small participant base: 19th
Percentile by assets National rank: $46,232
Avg per participant Low balance/head

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Official DOL plan name: Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan · Sponsored by Johnson, Grossnickle & Associates, Inc. · Indiana · Professional & Technical Services

$555K in assets, 12 participants

Johnson, Grossnickle & Associates, Inc.'s Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan reported $555K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

#2,866 in Professional & Technical Services (20,321 peers)

Johnson, Grossnickle & Associates, Inc. multi-year trail

Johnson, Grossnickle & Associates, Inc.'s plans moved -26.9% in assets from 2022 to 2024; this filing shows Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan at $555K / 12 participants.

#2,866
in Professional & Technical Services (20,321 peers): -32.2%
assets change YoY

The plan reported a net loss of $278K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$554,781 19th percentile higher than 19% 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

Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan reported net income fell from $29K in the plan year 2022 filing to -$278K in the plan year 2023 filing.
Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan end-of-year assets fell from $818K in the plan year 2022 filing to $555K in the plan year 2023 filing.
Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352158012 · Johnson, Grossnickle & Associates, Inc. PY 2023 · ESOP

Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan · $555K · 12 · 19th

BOY $555K
BOY 12
BOY 19th
BOY ESOP
BOY near Citizens Savings Bank & Trust Employee Stock Ownership Plan
BOY ind #2866

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 →

End-of-year total assets ($M) among Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Johnson, Grossnickle & Associates, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $598K 26.939426207361965% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	13	$818K
2023	1	12	$555K
2024	1	12	$598K

Johnson, Grossnickle & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$818K
Net Assets (End of Year)	$514K
Net Income	-$278K
Employer EIN	352158012
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Indiana

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

Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
Urschel Laboratories Employee Stock Ownership Plan $366M · 487
Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558

Compare Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Citizens Savings Bank & Trust Employee Stock Ownership Plan in TN ($553K); by covered participants it is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($555K here).

Citizens Savings Bank & Trust Employee Stock Ownership Plan (TN) $553K · 27
Camarata Masonry Systems Employee Stock Ownership Plan (TX) $558K · 137
Nelco Electric, Inc. Employee Stock Ownership Plan (WI) $551K · 32
Micro USA, Inc. Employee Stock Ownership Plan (CA) $550K · 9

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

Sonoran Crest Construction Employee Stock Ownership Plan (AZ) 12 · 0 off
Redi Haul Trailers, Inc. Employees Stock Ownership Trust (MN) 12 · 0 off
Nevo Technologies, Inc Employee Stock Ownership Plan (MA) 12 · 0 off
Bank of Cashton Money Purchase and Employee Stock Ownership Plan (WI) 12 · 0 off

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 Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan contracted severely - down 32.2% during 2023, from $818K to $555K. Reported net income was -$278K.

How have Johnson, Grossnickle & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Johnson, Grossnickle & Associates, Inc.'s sponsor-wide assets declined 26.9%, from $818K to $598K.

Where does Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which ESOP plans are similar in size to Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Citizens Savings Bank & Trust Employee Stock Ownership Plan in TN ($553K, 27 participants).

Which ESOP plans cover a similar participant headcount to Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants, $940K 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 352158012.