ESOP · DOL Form 5500 · 2024

Grady Brothers, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
11
Participants Small participant base
36th
Percentile by assets National rank
$324,395
Avg per participant High balance/head
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Official DOL plan name: Grady Brothers, Inc. Employee Stock Ownership Plan · Sponsored by Grady Brothers, Inc. · Indiana · Manufacturing

$4M in assets, 11 participants

Grady Brothers, Inc.'s Grady Brothers, Inc. Employee Stock Ownership Plan reported $4M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,522 in Manufacturing (17,777 peers)

What the 2024 filing shows

Grady Brothers, Inc. Employee Stock Ownership Plan holds $4M for 11 participants - about $324,395 per participant, in the lower half of filed plans by assets.

#3,522
in Manufacturing (17,777 peers)
-3.9%
assets change YoY

The plan reported a net loss of $143K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grady Brothers, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Grady Brothers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,568,342 36th percentile higher than 36% 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

Grady Brothers, Inc. Employee Stock Ownership 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. Grady Brothers, Inc. Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grady Brothers, Inc. Employee Stock Ownership Plan reported net income fell from $275K in the plan year 2023 filing to -$143K in the plan year 2024 filing.
  • Grady Brothers, Inc. Employee Stock Ownership Plan reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Grady Brothers, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351033872 · Grady Brothers, Inc. PY 2024 · ESOP

Grady Brothers, Inc. Employee Stock Ownership Plan · $4M · 11 · 36th

  • VS-ST $4M
  • BOY 11
  • SCH 36th
  • EBSA ESOP
  • PART near 8z Employee Stock Ownership Plan
  • TYPE ind #3522

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 Indiana →

Grady Brothers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Grady Brothers, Inc. Employee Stock Ownership PlanGrady Brothers, Inc. Employe…$4M8z Employee Stock Ownership Plan8z Employee Stock Ownership …$4MWillington Nameplate, Inc. Employee Stock Ownership PlanWillington Nameplate, Inc. E…$4MLeanin' Tree Employee Stock Ownership PlanLeanin' Tree Employee Stock …$4MDiamond Screw Products, Inc. Employee Stock Ownership PlanDiamond Screw Products, Inc.…$4M
End-of-year total assets ($M) among Grady Brothers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$143K
Employer EIN351033872
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grady Brothers, Inc.)

Sponsor-wide plan assets over time

All Grady Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.8319271197665636% vs 2022
2024 filing year
$3.4M$3.5M$3.6M$3.7M$3.8M 202220232024 $3.44M $3.57M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 10 $4M
2024 1 11 $4M

Nearby ESOP Plans in Indiana

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

Grady Brothers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Grady Brothers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003568342 · Participants: 11Grady Brothers, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Grady Brothers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Grady Brothers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Grady Brothers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is 8z Employee Stock Ownership Plan in CO ($4M); by covered participants it is Adelante Consulting, Inc. Employee Stock Ownership Plan in NM (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Grady Brothers, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Grady Brothers, Inc. Employee Stock Ownership Plan edged down modestly - down 3.9% during 2024, from $4M to $4M. Reported net income was -$143K.
How have Grady Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grady Brothers, Inc.'s sponsor-wide assets grew 3.8%, from $3M to $4M.
Which ESOP plans are similar in size to Grady Brothers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is 8z Employee Stock Ownership Plan in CO ($4M, 43 participants).
Which ESOP plans cover a similar participant headcount to Grady Brothers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adelante Consulting, Inc. Employee Stock Ownership Plan in NM (11 participants, $1M 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 351033872.

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.