ESOP · DOL Form 5500 · 2024

P. Graham Dunn, Inc. ESOP

Data updated 2026-08-25

$21K
Total assets Small plan by assets
124
Participants Small participant base
2nd
Percentile by assets National rank
$166
Avg per participant Low balance/head
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Official DOL plan name: P. Graham Dunn, Inc. Employee Stock Ownership Plan · Sponsored by P. Graham Dunn, Inc. · Ohio · Manufacturing

$21K in assets, 124 participants

P. Graham Dunn, Inc.'s P. Graham Dunn, Inc. Employee Stock Ownership Plan reported $21K in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

  • #132 in Manufacturing (17,777 peers)

Coverage in Ohio

P. Graham Dunn, Inc. Employee Stock Ownership Plan covers 124 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $21K.

#132
in Manufacturing (17,777 peers)
-70.5%
assets change YoY

P. Graham Dunn, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

P. Graham Dunn, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,635 2nd percentile higher than 2% 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

P. Graham Dunn, 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. P. Graham Dunn, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • P. Graham Dunn, Inc. Employee Stock Ownership Plan reported net income rose from -$22K in the plan year 2023 filing to $399K in the plan year 2024 filing.
  • P. Graham Dunn, Inc. Employee Stock Ownership Plan end-of-year assets fell from $70K in the plan year 2023 filing to $21K in the plan year 2024 filing.
  • P. Graham Dunn, Inc. Employee Stock Ownership Plan reported participants fell from 130 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341667697 · P. Graham Dunn, Inc. PY 2024 · ESOP

P. Graham Dunn, Inc. Employee Stock Ownership Plan · $21K · 124 · 2nd

  • TYPE $21K
  • TYPE 124
  • TYPE 2nd
  • TYPE ESOP
  • TYPE near Current360, Inc. Employee Stock Ownership Plan
  • TYPE ind #132

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 Ohio →

P. Graham Dunn, Inc. Employee Stock Ownership Plan in the asset neighbourhood

P. Graham Dunn, Inc. Employee Stock Ownership PlanP. Graham Dunn, Inc. Employe…$21KCurrent360, Inc. Employee Stock Ownership PlanCurrent360, Inc. Employee St…$20KThinkproz Employee Stock Ownership PlanThinkproz Employee Stock Own…$21KWaterborne Environmental, Inc. Employee Stock Ownershp PlanWaterborne Environmental, In…$21KNorthern X-Ray Company Employee Stock Ownership PlanNorthern X-Ray Company Emplo…$20K
End-of-year total assets ($M) among P. Graham Dunn, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$70K
Net Assets (End of Year)$21K
Net Income$399K
Employer EIN341667697
Plan Effective Date2019-08-30
Filing StatusFILING RECEIVED

Sponsor Plan History (P. Graham Dunn, Inc.)

Sponsor-wide plan assets over time

All P. Graham Dunn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.3610739429337886% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M$5.4M 202220232024 $4.62M $4.77M ▲ +3.2%
Year Plans Participants Total Assets
2022 2 402 $5M
2023 2 286 $5M
2024 2 250 $5M

Nearby ESOP Plans in Ohio

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

P. Graham Dunn, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants P. Graham Dunn, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000020635 · Participants: 124P. Graham Dunn, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
P. Graham Dunn, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare P. Graham Dunn, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

P. Graham Dunn, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Current360, Inc. Employee Stock Ownership Plan in KY ($20K); by covered participants it is Cline Design Employee Stock Ownership Plan in NC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 P. Graham Dunn, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
P. Graham Dunn, Inc. Employee Stock Ownership Plan contracted severely - down 70.5% during 2024, from $70K to $21K. Reported net income was $399K.
How have P. Graham Dunn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P. Graham Dunn, Inc.'s sponsor-wide assets grew 3.4%, from $5M to $5M.
Where does P. Graham Dunn, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
P. Graham Dunn, Inc. Employee Stock Ownership Plan ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to P. Graham Dunn, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Current360, Inc. Employee Stock Ownership Plan in KY ($20K, 7 participants).
Which ESOP plans cover a similar participant headcount to P. Graham Dunn, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cline Design Employee Stock Ownership Plan in NC (124 participants, $5M 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 341667697.

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.