ESOP · DOL Form 5500 · 2024
Grato Holdings, Inc. ESOP
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $214,212
- Avg per participant Above avg balance/head
Official DOL plan name: Grato Employee Stock Ownership Plan · Sponsored by Grato Holdings, Inc. · Iowa · Wholesale Trade
$21M in assets, 99 participants
Grato Holdings, Inc.'s Grato Employee Stock Ownership Plan reported $21M in total assets and 99 participants in its 2024 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.
- #4,117 in Wholesale Trade (6,080 peers)
What the 2024 filing shows
Grato Employee Stock Ownership Plan holds $21M for 99 participants - about $214,212 per participant, above the median plan by assets.
- #4,117
- in Wholesale Trade (6,080 peers)
- -1.2%
- assets change YoY
The plan reported a net loss of $230K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Grato Employee Stock Ownership Plan's outsized position by total assets
Grato Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,207,034 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Grato Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grato Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Grato Employee Stock Ownership Plan reported net income rose from -$728K in the plan year 2023 filing to -$230K in the plan year 2024 filing.
- Grato Employee Stock Ownership Plan reported participants fell from 103 in the plan year 2023 filing to 99 in the plan year 2024 filing.
- Grato Employee Stock Ownership Plan end-of-year assets fell from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 270269085 · Grato Holdings, Inc. PY 2024 · ESOP
Grato Employee Stock Ownership Plan · $21M · 99 · 71st
- 5500 $21M
- ASSETS 99
- PCT 71st
- EIN ESOP
- RANK near Abm Holdings, Inc. ESOP
- PHOTO ind #4117
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 Iowa →
Grato Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$230K |
| Employer EIN | 270269085 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Grato Holdings, Inc.)
Sponsor-wide plan assets over time
All Grato Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 5.578167723395187% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 214 | $22M |
| 2023 | 1 | 103 | $21M |
| 2024 | 1 | 99 | $21M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $877M · 819
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $659M · 849
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $498M · 907
- Precision, Inc. Employee Stock Ownership Plan and Trust $473M · 658
- Vgm Group, Inc. Employee Stock Ownership Plan $426M · 1,169
Grato Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Abm Holdings, Inc. ESOP in ND ($21M); by covered participants it is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan (IN) 99 · 0 off
- Employee Stock Ownership Plan and Trust for the Employees of Quality Manufacturing Services, Inc. (FL) 99 · 0 off
- Thumb Bancorp, Inc. Employee Stock Ownership Plan (MI) 99 · 0 off
- Chemcote, Inc. Employee Stock Ownership Plan (OH) 99 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.