ESOP · DOL Form 5500 · 2024

Grace Stakeholder Investments, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
183
Participants Below avg headcount
71st
Percentile by assets National rank
$112,735
Avg per participant Below avg balance/head
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Official DOL plan name: Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan · Sponsored by Grace Stakeholder Investments, Inc. · Arkansas · Manufacturing

$21M in assets, 183 participants

Grace Stakeholder Investments, Inc.'s Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan reported $21M in total assets and 183 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.

  • #10,758 in Manufacturing (17,777 peers)

Coverage in Arkansas

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan covers 183 participants in Arkansas, about 7% of the average Arkansas filer (state average ~2,784 per filing). Assets: $21M.

#10,758
in Manufacturing (17,777 peers)
+9.9%
assets growth YoY

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan's outsized position by total assets

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,630,428 Top 29% higher than 71% 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

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan reported net income rose from -$470K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan reported participants fell from 186 in the plan year 2023 filing to 183 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 832940558 · Grace Stakeholder Investments, Inc. PY 2024 · ESOP

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan · $21M · 183 · 71st

  • 5500 $21M
  • 5500 183
  • 5500 71st
  • 5500 ESOP
  • 5500 near Bradsby Group Employee Stock Ownership Plan
  • 5500 ind #10758

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 Arkansas →

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bradsby Group Employee Stock Ownership PlanBradsby Group Employee Stock…$21MGrace Stakeholder Investments, Inc. Employee Stock Ownership PlanGrace Stakeholder Investment…$21MNelco Products, Inc. Employee Stock Ownership PlanNelco Products, Inc. Employe…$21MMcaninch Holding Company Employee Stock Ownership PlanMcaninch Holding Company Emp…$21MThermoanalytics, Inc. Employee Stock Ownership PlanThermoanalytics, Inc. Employ…$21M
End-of-year total assets ($M) among Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Arkansas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN832940558
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grace Stakeholder Investments, Inc.)

Sponsor-wide plan assets over time

All Grace Stakeholder Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 9.894428356836203% vs 2022
2024 filing year
$24M$25M$26M$27M$28M$29M 202220232024 $25.5M $28M ▲ +9.9%
Year Plans Participants Total Assets
2022 2 270 $25M
2023 2 377 $25M
2024 2 369 $28M

Nearby ESOP Plans in Arkansas

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

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600 Total assets ($M) Participants Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.630428 · Participants: 183Grace Stakeholder Investments, Inc. Employee Stock Ownership PlanCentral States, Inc. Employee Stock Ownership Plan, Total assets ($M): 475.871389 · Participants: 1400Central States, Inc. Employee Stock Ownership PlanHarps Food Stores, Inc. Employee Stock Ownership Plan, Total assets ($M): 317.018358 · Participants: 3196Harps Food Stores, Inc. Employee Stock Ownership PlanCentral Moloney, Inc. Salaried Employee Stock Ownership Plan and Trust, Total assets ($M): 102.789406 · Participants: 0Central Moloney, Inc. Salaried Employee Stock Ownership Plan and TrustRubber & Gasket Company of America Employee Stock Ownership Plan, Total assets ($M): 70.150614 · Participants: 147Rubber & Gasket Company of America Employee Stock Ownership PlanHytrol Conveyor Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 47.625563 · Participants: 1295Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan
Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants
Compare Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arkansas, the nearest ESOP by assets is Bradsby Group Employee Stock Ownership Plan in CO ($21M); by covered participants it is Power House Plastering Employee Stock Ownership Plan in NV (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.9% during 2024, from $19M to $21M. Reported net income was $2M.
How have Grace Stakeholder Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grace Stakeholder Investments, Inc.'s sponsor-wide assets grew 9.9%, from $25M to $28M.
Which ESOP plans are similar in size to Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bradsby Group Employee Stock Ownership Plan in CO ($21M, 85 participants).
Which ESOP plans cover a similar participant headcount to Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Power House Plastering Employee Stock Ownership Plan in NV (183 participants, $10M 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 832940558.

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.