401(k) · DOL Form 5500 · 2022

Oscar Gruss & Son Incorporated 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
33
Participants Small participant base
43rd
Percentile by assets National rank
$101,719
Avg per participant Below avg balance/head
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Official DOL plan name: Oscar Gruss & Son Incorporated 401(k) Plan · Sponsored by Oscar Gruss & Son Incorporated · New York · Finance & Insurance

$3M in assets, 33 participants

Oscar Gruss & Son Incorporated's Oscar Gruss & Son Incorporated 401(k) Plan reported $3M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,682 in Finance & Insurance (9,261 peers)

Oscar Gruss & Son Incorporated multi-year trail

Oscar Gruss & Son Incorporated's plans moved +59.0% in assets from 2022 to 2024; this filing shows Oscar Gruss & Son Incorporated 401(k) Plan at $3M / 33 participants.

#2,682
in Finance & Insurance (9,261 peers)
-20.5%
assets change YoY

The plan reported a net loss of $865K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oscar Gruss & Son Incorporated 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Oscar Gruss & Son Incorporated 401(k) Plan vs every filed plan by assets

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

$3,356,720 43rd percentile higher than 43% 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

Oscar Gruss & Son Incorporated 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oscar Gruss & Son Incorporated 401(k) Plan is a small filing (33 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 132913779 · Oscar Gruss & Son Incorporated PY 2022 · 401(k)

Oscar Gruss & Son Incorporated 401(k) Plan · $3M · 33 · 43rd

  • VS-ST $3M
  • VS-ST 33
  • VS-ST 43rd
  • VS-ST 401(k)
  • VS-ST near Flynn Packaging Profit Sharing Plan
  • VS-ST ind #2682

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 Finance & Insurance retirement plans → · Plans in New York →

Oscar Gruss & Son Incorporated 401(k) Plan in the asset neighbourhood

Oscar Gruss & Son Incorporated 401(k) PlanOscar Gruss & Son Incorporat…$3MFlynn Packaging Profit Sharing PlanFlynn Packaging Profit Shari…$3MBbs Mendoza LLC 401(k) Plan$3MPerma-Seal Basement Systems, Inc. Employee Retirement PlanPerma-Seal Basement Systems,…$3MProbity Advisors, Inc. 401(k) Profit Sharing PlanProbity Advisors, Inc. 401(k…$3M
End-of-year total assets ($M) among Oscar Gruss & Son Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oscar Gruss & Son Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Oscar Gruss & Son Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$5M 58.97036392669034% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.36M $5.34M ▲ +58.9%
Year Plans Participants Total Assets
2022 1 33 $3M
2023 1 21 $4M
2024 1 21 $5M

Oscar Gruss & Son Incorporated filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$865K
Employer EIN132913779
Plan Effective Date1980-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oscar Gruss & Son Incorporated 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Oscar Gruss & Son Incorporated 401(k) Plan, Total assets ($B): 0.00335672 · Participants: 33Oscar Gruss & Son Incorporated 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Oscar Gruss & Son Incorporated 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Oscar Gruss & Son Incorporated 401(k) Plan side-by-side with 3 peers →

Oscar Gruss & Son Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Flynn Packaging Profit Sharing Plan in WA ($3M); by covered participants it is Farmers Bank 401(k) Profit Sharing Plan in CO (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); 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 Oscar Gruss & Son Incorporated 401(k) Plan assets move in 2022? ▼
Oscar Gruss & Son Incorporated 401(k) Plan declined sharply - down 20.5% during 2022, from $4M to $3M. Reported net income was -$865K.
How have Oscar Gruss & Son Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oscar Gruss & Son Incorporated's sponsor-wide assets grew 59.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Oscar Gruss & Son Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flynn Packaging Profit Sharing Plan in WA ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Oscar Gruss & Son Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Farmers Bank 401(k) Profit Sharing Plan in CO (33 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132913779.

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.