ESOP · DOL Form 5500 · 2024

Graphite Sales, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
21
Participants Small participant base
30th
Percentile by assets National rank
$102,589
Avg per participant Below avg balance/head
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Official DOL plan name: Graphite Sales, Inc. Employee Stock Ownership Plan · Sponsored by Graphite Sales, Inc. · Ohio · Manufacturing

$2M in assets, 21 participants

Graphite Sales, Inc.'s Graphite Sales, Inc. Employee Stock Ownership Plan reported $2M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,578 in Manufacturing (17,777 peers)

Graphite Sales, Inc. multi-year trail

Graphite Sales, Inc.'s plans moved +87.6% in assets from 2022 to 2024; this filing shows Graphite Sales, Inc. Employee Stock Ownership Plan at $2M / 21 participants.

#2,578
in Manufacturing (17,777 peers)
-27.1%
assets change YoY

The plan reported a net loss of $451K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Graphite Sales, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Graphite Sales, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,154,369 30th percentile higher than 30% of 123,620 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 2024

Graphite Sales, Inc. 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. Graphite Sales, Inc. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Graphite Sales, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$451K in the plan year 2024 filing.
  • Graphite Sales, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Graphite Sales, Inc. Employee Stock Ownership Plan reported participants fell from 22 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 341089830 · Graphite Sales, Inc. PY 2024 · ESOP

Graphite Sales, Inc. Employee Stock Ownership Plan · $2M · 21 · 30th

  • EIN $2M
  • RANK 21
  • PHOTO 30th
  • IND ESOP
  • EOY near Spinnaker Trust Employee Stock Ownership Plan
  • 5500 ind #2578

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 Ohio →

Graphite Sales, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Graphite Sales, Inc. Employee Stock Ownership PlanGraphite Sales, Inc. Employe…$2MSpinnaker Trust Employee Stock Ownership PlanSpinnaker Trust Employee Sto…$2MThe Carr Company Employee Stock Ownership PlanThe Carr Company Employee St…$2MMeyers Consulting Engineers Corporation ESOPMeyers Consulting Engineers …$2MChurchville Fire Equipment Corp. Employee Stock Ownership PlanChurchville Fire Equipment C…$2M
End-of-year total assets ($M) among Graphite Sales, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Graphite Sales, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Graphite Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 87.6126332069734% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $1.15M $2.15M ▲ +87.0%
Year Plans Participants Total Assets
2022 1 22 $1M
2023 1 22 $3M
2024 1 21 $2M

Graphite Sales, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$8M
Net Income-$451K
Employer EIN341089830
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Graphite Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Graphite Sales, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002154369 · Participants: 21Graphite Sales, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Graphite Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Graphite Sales, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Spinnaker Trust Employee Stock Ownership Plan in ME ($2M); by covered participants it is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Graphite Sales, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Graphite Sales, Inc. Employee Stock Ownership Plan declined sharply - down 27.1% during 2024, from $3M to $2M. Reported net income was -$451K.
How have Graphite Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graphite Sales, Inc.'s sponsor-wide assets grew 87.6%, from $1M to $2M.
Which ESOP plans are similar in size to Graphite Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Spinnaker Trust Employee Stock Ownership Plan in ME ($2M, 36 participants).
Which ESOP plans cover a similar participant headcount to Graphite Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants, $60K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341089830.

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.