ESOP · DOL Form 5500 · 2024

Grace Investment Company, Inc. ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
66
Participants Small participant base
78th
Percentile by assets National rank
$482,894
Avg per participant High balance/head
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Official DOL plan name: Grace Investment Company, Inc. ESOP Plan · Sponsored by Grace Investment Company, Inc. · Oklahoma · Finance & Insurance

$32M in assets, 66 participants

Grace Investment Company, Inc.'s Grace Investment Company, Inc. ESOP Plan reported $32M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,638 in Finance & Insurance (8,549 peers)

Where Grace Investment Company, Inc. ESOP Plan sits by assets

Grace Investment Company, Inc. ESOP Plan sits in the top quartile of all filed plans by assets, $32M for 66 participants (~$482,894/participant), up 12.6% in 2024.

#5,638
in Finance & Insurance (8,549 peers)
+12.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Grace Investment Company, Inc. ESOP Plan's outsized position by total assets

Grace Investment Company, Inc. ESOP Plan vs every filed plan by assets

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

$31,871,009 Top 22% higher than 78% 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 Investment Company, Inc. ESOP 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. Grace Investment Company, Inc. ESOP Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grace Investment Company, Inc. ESOP Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Grace Investment Company, Inc. ESOP Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Grace Investment Company, Inc. ESOP Plan reported participants fell from 67 in the plan year 2023 filing to 66 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 731047970 · Grace Investment Company, Inc. PY 2024 · ESOP

Grace Investment Company, Inc. ESOP Plan · $32M · 66 · 78th

  • VS-ST $32M
  • VS-ST 66
  • VS-ST 78th
  • VS-ST ESOP
  • VS-ST near Town and Country Foods, Inc. Employee Stock Ownership Plan
  • VS-ST ind #5638

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 Oklahoma →

Grace Investment Company, Inc. ESOP Plan in the asset neighbourhood

Site Supply Employee Stock Ownership PlanSite Supply Employee Stock O…$32MGrace Investment Company, Inc. ESOP PlanGrace Investment Company, In…$32MTown and Country Foods, Inc. Employee Stock Ownership PlanTown and Country Foods, Inc.…$32MStenner Pump Company, Inc. Employee Stock Ownership Plan and TrustStenner Pump Company, Inc. E…$32MChampion Site Prep, Inc. Employee Stock Ownership PlanChampion Site Prep, Inc. Emp…$32M
End-of-year total assets ($M) among Grace Investment Company, Inc. ESOP Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN731047970
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grace Investment Company, Inc.)

Sponsor-wide plan assets over time

All Grace Investment Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 27.548121278054943% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25M $31.9M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 67 $25M
2023 1 67 $28M
2024 1 66 $32M

Nearby ESOP Plans in Oklahoma

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

Grace Investment Company, Inc. ESOP Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0100200300400 Total assets ($M) Participants Grace Investment Company, Inc. ESOP Plan, Total assets ($M): 31.871009 · Participants: 66Grace Investment Company, Inc. ESOP PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 293.39846 · Participants: 1287Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 250.621974 · Participants: 65International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 169.059478 · Participants: 1300Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 159.065318 · Participants: 1860Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.442225 · Participants: 172Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Grace Investment Company, Inc. ESOP Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Grace Investment Company, Inc. ESOP Plan side-by-side with 3 peers →

Grace Investment Company, Inc. ESOP Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Town and Country Foods, Inc. Employee Stock Ownership Plan in MT ($32M); by covered participants it is Msa Consulting, Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Investment Company, Inc. ESOP Plan assets move in 2024? ▼
Grace Investment Company, Inc. ESOP Plan grew at a solid clip - up 12.6% during 2024, from $28M to $32M. Reported net income was $4M.
How have Grace Investment Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grace Investment Company, Inc.'s sponsor-wide assets grew 27.5%, from $25M to $32M.
Where does Grace Investment Company, Inc. ESOP Plan rank by assets among Form 5500 filers? ▼
Grace Investment Company, Inc. ESOP Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Grace Investment Company, Inc. ESOP Plan? ▼
Among ESOP plans in other states, the closest by assets is Town and Country Foods, Inc. Employee Stock Ownership Plan in MT ($32M, 459 participants).
Which ESOP plans cover a similar participant headcount to Grace Investment Company, Inc. ESOP Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Msa Consulting, Inc. Employee Stock Ownership Plan in CA (66 participants, $8M 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 731047970.

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.