ESOP · DOL Form 5500 · 2024
Herbert Rowland & Grubic, Inc. ESOP
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 334
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $152,429
- Avg per participant Above avg balance/head
Official DOL plan name: Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan · Sponsored by Herbert Rowland & Grubic, Inc. · Pennsylvania · Professional & Technical Services
$51M in assets, 334 participants
Herbert Rowland & Grubic, Inc.'s Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan reported $51M in total assets and 334 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #17,180 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan covers 334 participants in Pennsylvania, about 41% of the average Pennsylvania filer (state average ~822 per filing). Assets: $51M.
- #17,180
- in Professional & Technical Services (20,173 peers)
- +22.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan's outsized position by total assets
Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,911,321 Top 16% higher than 84% 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
Herbert Rowland & Grubic, 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. Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (334 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan end-of-year assets rose from $42M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan reported participants rose from 307 in the plan year 2023 filing to 334 in the plan year 2024 filing.
- Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan reported net income rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 231609730 · Herbert Rowland & Grubic, Inc. PY 2024 · ESOP
Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan · $51M · 334 · 84th
- PCT $51M
- PCT 334
- PCT 84th
- PCT ESOP
- PCT near Integration Innovation, Inc. Employee Stock Ownership Plan
- PCT ind #17180
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 Pennsylvania →
Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $9M |
| Employer EIN | 231609730 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herbert Rowland & Grubic, Inc.)
Sponsor-wide plan assets over time
All Herbert Rowland & Grubic, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 57.13465941455318% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 530 | $68M |
| 2023 | 2 | 620 | $88M |
| 2024 | 2 | 675 | $107M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Integration Innovation, Inc. Employee Stock Ownership Plan in AL ($51M); by covered participants it is Bernards Holdings, Inc. Employee Stock Ownership Plan in CA (333 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Integration Innovation, Inc. Employee Stock Ownership Plan (AL) $51M · 782
- Iowa Plains Signing, Inc. Employee Stock Ownership Plan and Trust (IA) $51M · 152
- Trico Bancshares Employee Stock Ownership Plan (CA) $51M · 1,010
- Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan (IN) $51M · 146
Similar participant headcount
Nearest other-state filings by covered participants (334 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.