Other · DOL Form 5500 · 2022

Gramly and Associates, Inc Retirement Plan

Data updated 2026-08-25

$113K
Total assets Small plan by assets
1
Participants Small participant base
7th
Percentile by assets National rank
$113,249
Avg per participant Below avg balance/head
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Official DOL plan name: Gramly & Associates Inc Retirement Paln · Sponsored by Gramly and Associates, Inc · Wisconsin · Retail Trade

$113K in assets, 1 participants

Gramly and Associates, Inc's Gramly & Associates Inc Retirement Paln reported $113K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

  • #948 in Retail Trade (9,519 peers)

2022 asset change

Gramly & Associates Inc Retirement Paln pulled back noticeably 13.1% in 2022 ($130K → $113K) for 1 participant.

#948
in Retail Trade (9,519 peers)
-13.1%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gramly & Associates Inc Retirement Paln among the smaller filed plans by assets

Gramly & Associates Inc Retirement Paln vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$113,249 7th percentile higher than 7% of 139,123 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 2022

Gramly & Associates Inc Retirement Paln among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gramly & Associates Inc Retirement Paln is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 391819246 · Gramly and Associates, Inc PY 2022 · Other

Gramly & Associates Inc Retirement Paln · $113K · 1 · 7th

  • TYPE $113K
  • NET 1
  • BOOK 7th
  • VS-ST Other
  • BOY near Morse Glass & Plastic Co Profit Sharing Plan
  • SCH ind #948

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 Retail Trade retirement plans → · Plans in Wisconsin →

Gramly & Associates Inc Retirement Paln in the asset neighbourhood

Gramly & Associates Inc Retirement PalnGramly & Associates Inc Reti…$113KMorse Glass & Plastic Co Profit Sharing PlanMorse Glass & Plastic Co Pro…$113KTax Deferred Annuity Plan of Literacy West Ny, Inc.Tax Deferred Annuity Plan of…$114KUnified Telecom Inc 401(k) TrustUnified Telecom Inc 401(k) T…$114KLifestyle Footwear Inc. 401(k)Lifestyle Footwear Inc. 401(…$112K
End-of-year total assets ($M) among Gramly & Associates Inc Retirement Paln and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Gramly and Associates, Inc years around the 2022 move

Sponsor-wide plan assets over time

All Gramly and Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$103K 9.062331676217891% vs 2022
2024 filing year
$0.1M$0.1M$0.11M$0.11M$0.12M 202220232024 $0.11M $0.1M ▼ -9.1%
Year Plans Participants Total Assets
2022 1 1 $113K
2023 1 1 $104K
2024 1 1 $103K

2022 asset-move particulars

Total Assets (Beginning of Year)$130K
Net Assets (End of Year)$113K
Net Income-$17K
Employer EIN391819246
Plan Effective Date1995-05-16
Filing StatusFILING RECEIVED

Nearby Other Plans in Wisconsin

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

Gramly & Associates Inc Retirement Paln vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Gramly & Associates Inc Retirement Paln, Total assets ($B): 0.000113249 · Participants: 1Gramly & Associates Inc Retirement PalnThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Gramly & Associates Inc Retirement Paln vs. nearby Other plans in Wisconsin, assets vs. participants

Gramly & Associates Inc Retirement Paln's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Morse Glass & Plastic Co Profit Sharing Plan in IL ($113K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($113K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gramly & Associates Inc Retirement Paln assets move in 2022?
Gramly & Associates Inc Retirement Paln pulled back noticeably - down 13.1% during 2022, from $130K to $113K. Reported net income was -$17K.
How have Gramly and Associates, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Gramly and Associates, Inc's sponsor-wide assets declined 9.1%, from $113K to $103K.
Where does Gramly & Associates Inc Retirement Paln rank by assets among Form 5500 filers?
Gramly & Associates Inc Retirement Paln ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Gramly & Associates Inc Retirement Paln?
Among Other plans in other states, the closest by assets is Morse Glass & Plastic Co Profit Sharing Plan in IL ($113K, 4 participants).
Which Other plans cover a similar participant headcount to Gramly & Associates Inc Retirement Paln?
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M in assets).