ESOP · DOL Form 5500 · 2024

Graef-USA Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 303
Participants Below avg headcount: 45th
Percentile by assets National rank: $19,020
Avg per participant Low balance/head

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Official DOL plan name: Graef ESOP · Sponsored by Graef-USA Inc. · Wisconsin · Professional & Technical Services

$6M in assets, 303 participants

Graef-USA Inc.'s Graef ESOP reported $6M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

#8,546 in Professional & Technical Services (20,173 peers)

Graef-USA Inc. multi-year trail

Graef-USA Inc.'s plans moved +29.2% in assets from 2022 to 2024; this filing shows Graef ESOP at $6M / 303 participants.

#8,546
in Professional & Technical Services (20,173 peers): +11.3%
assets growth YoY

Graef ESOP's mid-pack asset rank among Professional & Technical Services and all filers

Graef ESOP vs every filed plan by assets

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

$5,763,029 45th percentile higher than 45% 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

Graef ESOP 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. Graef ESOP sits mid-pack in the medium band (303 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Graef ESOP reported net income fell from $798K in the plan year 2023 filing to $583K in the plan year 2024 filing.
Graef ESOP end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Graef ESOP reported participants rose from 294 in the plan year 2023 filing to 303 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391083592 · Graef-USA Inc. PY 2024 · ESOP

Graef ESOP · $6M · 303 · 45th

5500 $6M
ASSETS 303
PCT 45th
EIN ESOP
RANK near Cirtronics Corporation Employee Stock Ownership Plan
PHOTO ind #8546

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 Wisconsin →

End-of-year total assets ($M) among Graef ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Graef-USA Inc. multi-year asset trail

Latest sponsor-wide plan assets: $84M 29.234586667305823% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	536	$65M
2023	2	594	$77M
2024	2	612	$84M

Graef-USA Inc. filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$583K
Employer EIN	391083592
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Graef ESOP vs. nearby ESOP plans in Wisconsin, assets vs. participants

Schreiber Foods, Inc Employee Stock Ownership Plan $3.8B · 6,519
Woodman's Employees' Profit Sharing and Stock Ownership Plan $796M · 2,967
Ki Employee Stock Ownership Plan $604M · 1,689
Wausau Supply Company Employee Stock Ownership Plan $333M · 834
Trachte Building Systems Employee Stock Ownership Plan $315M · 266

Compare Graef ESOP side-by-side with 3 peers →

Graef ESOP's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Cirtronics Corporation Employee Stock Ownership Plan in NH ($6M); by covered participants it is Primera Engineers ESOP Plan in IL (303 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Cirtronics Corporation Employee Stock Ownership Plan (NH) $6M · 165
Hi-Lo Manufacturing Company Employee Stock Ownership Plan and Trust (MN) $6M · 26
Charter Roofing Co., Inc. Employee Stock Ownership Plan (TX) $6M · 18
Jgms Employee Stock Ownership Plan (CO) $6M · 30

Similar participant headcount

Nearest other-state filings by covered participants (303 participants); asset peers above are excluded.

Primera Engineers ESOP Plan (IL) 303 · 0 off
Butler/Till Employee Stock Ownership Plan (NY) 303 · 0 off
Jumbo Foods, Inc. Employee Stock Ownership Plan (OK) 303 · 0 off
Equipment & Controls, Inc. Employee Stock Savings Plan (PA) 303 · 0 off

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 Graef ESOP assets move in 2024? ▼

Graef ESOP grew at a solid clip - up 11.3% during 2024, from $5M to $6M. Reported net income was $583K.

How have Graef-USA Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Graef-USA Inc.'s sponsor-wide assets grew 29.2%, from $65M to $84M.

Which ESOP plans are similar in size to Graef ESOP? ▼

Among ESOP plans in other states, the closest by assets is Cirtronics Corporation Employee Stock Ownership Plan in NH ($6M, 165 participants).

Which ESOP plans cover a similar participant headcount to Graef ESOP? ▼

Among ESOP plans in other states, the closest by covered participants is Primera Engineers ESOP Plan in IL (303 participants, $3M 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 391083592.