401(k) · DOL Form 5500 · 2022

Grote Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
171
Participants Small participant base
69th
Percentile by assets National rank
$71,071
Avg per participant Below avg balance/head
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Official DOL plan name: Grote Enterprises, LLC Retirement Savings Plan · Sponsored by Grote Enterprises, LLC · Ohio · Manufacturing

$12M in assets, 171 participants

Grote Enterprises, LLC's Grote Enterprises, LLC Retirement Savings Plan reported $12M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #11,757 in Manufacturing (20,602 peers)

Coverage in Ohio

Grote Enterprises, LLC Retirement Savings Plan covers 171 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#11,757
in Manufacturing (20,602 peers)
-14.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grote Enterprises, LLC Retirement Savings Plan's outsized position by total assets

Grote Enterprises, LLC Retirement Savings Plan vs every filed plan by assets

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

$12,153,108 Top 31% higher than 69% 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

Grote Enterprises, LLC Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grote Enterprises, LLC Retirement Savings Plan sits mid-pack in the medium band (171 participants).

Form 5500 schedule snapshot

Filing strip 311575000 · Grote Enterprises, LLC PY 2022 · 401(k)

Grote Enterprises, LLC Retirement Savings Plan · $12M · 171 · 69th

  • PCT $12M
  • EIN 171
  • RANK 69th
  • PHOTO 401(k)
  • IND near Evans Food Group 401(k) Plan & Trust
  • EOY ind #11757

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 Manufacturing retirement plans → · Plans in Ohio →

Grote Enterprises, LLC Retirement Savings Plan in the asset neighbourhood

Grote Enterprises, LLC Retirement Savings PlanGrote Enterprises, LLC Retir…$12MEvans Food Group 401(k) Plan & TrustEvans Food Group 401(k) Plan…$12MAlabama Pediatric Dental Associates and Orthodontics 401(k) Plan & TrustAlabama Pediatric Dental Ass…$12MDel Taco Savings Plan$12MBob Bell Automotive Group 401(k) Plan and TrustBob Bell Automotive Group 40…$12M
End-of-year total assets ($M) among Grote Enterprises, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN311575000
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grote Enterprises, LLC)

Sponsor-wide plan assets over time

All Grote Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 24.84855725794587% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12.2M $15.2M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 171 $12M
2023 1 192 $13M
2024 1 212 $15M

Nearby 401(k) Plans in Ohio

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

Grote Enterprises, LLC Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Grote Enterprises, LLC Retirement Savings Plan, Total assets ($B): 0.012153108 · Participants: 171Grote Enterprises, LLC Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Grote Enterprises, LLC Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Grote Enterprises, LLC Retirement Savings Plan side-by-side with 3 peers →

Grote Enterprises, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Evans Food Group 401(k) Plan & Trust in IL ($12M); by covered participants it is The Dorschel Group Retirement Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Grote Enterprises, LLC Retirement Savings Plan assets move in 2022? ▼
Grote Enterprises, LLC Retirement Savings Plan pulled back noticeably - down 14.7% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Grote Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grote Enterprises, LLC's sponsor-wide assets grew 24.8%, from $12M to $15M.
Which 401(k) plans are similar in size to Grote Enterprises, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evans Food Group 401(k) Plan & Trust in IL ($12M, 752 participants).
Which 401(k) plans cover a similar participant headcount to Grote Enterprises, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Dorschel Group Retirement Plan in NY (171 participants, N/A 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 311575000.

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.