Profit Sharing · DOL Form 5500 · 2022

Dahl & Groezinger Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
18
Participants Small participant base
59th
Percentile by assets National rank
$418,147
Avg per participant High balance/head
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Official DOL plan name: Dahl & Groezinger, Inc. Profit Sharing Plan · Sponsored by Dahl & Groezinger · Kentucky · Wholesale Trade

$8M in assets, 18 participants

Dahl & Groezinger's Dahl & Groezinger, Inc. Profit Sharing Plan reported $8M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,382 in Wholesale Trade (6,843 peers)

Dahl & Groezinger multi-year trail

Dahl & Groezinger's plans moved +19.7% in assets from 2022 to 2024; this filing shows Dahl & Groezinger, Inc. Profit Sharing Plan at $8M / 18 participants.

#3,382
in Wholesale Trade (6,843 peers)
-19.3%
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.

Dahl & Groezinger, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Dahl & Groezinger, Inc. Profit Sharing Plan vs every filed plan by assets

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

$7,526,644 Top 41% higher than 59% 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

Dahl & Groezinger, Inc. Profit Sharing 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. Dahl & Groezinger, Inc. Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 610608053 · Dahl & Groezinger PY 2022 · Profit Sharing

Dahl & Groezinger, Inc. Profit Sharing Plan · $8M · 18 · 59th

  • BOOK $8M
  • BOOK 18
  • BOOK 59th
  • BOOK Profit Sharing
  • BOOK near Rice Fruit Company Retirement Plan
  • BOOK ind #3382

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 Wholesale Trade retirement plans → · Plans in Kentucky →

Dahl & Groezinger, Inc. Profit Sharing Plan in the asset neighbourhood

Dahl & Groezinger, Inc. Profit Sharing PlanDahl & Groezinger, Inc. Prof…$8MRice Fruit Company Retirement PlanRice Fruit Company Retiremen…$8MPalisades Hudson Financial Group LLC PspPalisades Hudson Financial G…$8MDlc Group Savings Plan$8MBrian Baru Company Profit Sharing PlanBrian Baru Company Profit Sh…$8M
End-of-year total assets ($M) among Dahl & Groezinger, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Dahl & Groezinger multi-year asset trail

Sponsor-wide plan assets over time

All Dahl & Groezinger plans reported in each filing year

Latest sponsor-wide plan assets
$9M 19.739381854648634% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.53M $9.01M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 18 $8M
2023 1 17 $8M
2024 1 18 $9M

Dahl & Groezinger filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN610608053
Plan Effective Date1982-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

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

Dahl & Groezinger, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Dahl & Groezinger, Inc. Profit Sharing Plan, Total assets ($B): 0.007526644 · Participants: 18Dahl & Groezinger, Inc. Profit Sharing PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.024256798 · Participants: 31174Commonspirit Health ERISA 403(b) PlanMaterial Handling Systems, Inc. Savings and Investment Plan, Total assets ($B): 0.139762597 · Participants: 146Material Handling Systems, Inc. Savings and Investment PlanKing's Daughters' Medical Center Base Contribution Plan, Total assets ($B): 0.081517752 · Participants: 2971King's Daughters' Medical Center Base Contribution PlanCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.067192763 · Participants: 2809Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.037465388 · Participants: 478Dismas Charities, Inc. Retirement Plan
Dahl & Groezinger, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants

Dahl & Groezinger, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Rice Fruit Company Retirement Plan in PA ($8M); by covered participants it is Spottswoode Retirement Plan in CA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Dahl & Groezinger, Inc. Profit Sharing Plan assets move in 2022?
Dahl & Groezinger, Inc. Profit Sharing Plan declined sharply - down 19.3% during 2022, from $9M to $8M. Reported net income was -$2M.
How have Dahl & Groezinger plan assets changed over time?
Across 3 plan years on file (2022-2024), Dahl & Groezinger's sponsor-wide assets grew 19.7%, from $8M to $9M.
Which Profit Sharing plans are similar in size to Dahl & Groezinger, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Rice Fruit Company Retirement Plan in PA ($8M, 168 participants).
Which Profit Sharing plans cover a similar participant headcount to Dahl & Groezinger, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Spottswoode Retirement Plan in CA (18 participants, $6M in assets).