ESOP · DOL Form 5500 · 2024

Grace Investment Company, Inc. ESOP

Data updated 2026-07-24

$32M
Total assets: 66
Participants: 78th
Percentile by assets: $482,894
Avg per participant

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.

78th percentile by assets (of 116,472 plans)

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.

$32M
total plan assets (2024 EOY): 66
covered participants: 78th
percentile by assets (of 116,472 plans): $482,894
avg assets per participant

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 →

State

Oklahoma

Industry

Finance & Insurance

Grace Investment Company, Inc. ESOP Plan vs the 2024 asset distribution

By assets, Grace Investment Company, Inc. ESOP Plan outranks 78% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$28M
Net Assets (End of Year)	$32M
Net Income	$4M
Employer EIN	731047970
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Grace Investment Company, Inc.)

Total plan assets by year, all Grace Investment Company, Inc. plans on file

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

Locke Supply Co. Employee Stock Ownership Plan $293M · 1,287
Bancfirst Corporation Employee Stock Ownership Plan $159M · 1,860
Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan $119M · 172
Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan $81M · 54
The Cummins Construction Company, Inc. Employee Stock Ownership Plan $68M · 178

Compare Grace Investment Company, Inc. ESOP Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Grace Investment Company, Inc. ESOP Plan by total assets, not by location.

Town and Country Foods, Inc. Employee Stock Ownership Plan (MT) $32M · 459
Site Supply Employee Stock Ownership Plan (OH) $32M · 27
Stenner Pump Company, Inc. Employee Stock Ownership Plan and Trust (FL) $32M · 121
Champion Site Prep, Inc. Employee Stock Ownership Plan (TX) $32M · 162

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 116,472 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).

Next read for Grace Investment Company, Inc. ESOP Plan

Scale reading

Ways to act on Grace Investment Company, Inc. ESOP Plan's numbers.

By total assets, Grace Investment Company, Inc. ESOP Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Oklahoma. Compare plans
Grace Investment Company, Inc.'s sponsor-wide assets have grown 27.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.