401(k) · DOL Form 5500 · 2022

Joseph Gruber Dds & Associates, Ltd. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
30th
Percentile by assets National rank
$175,448
Avg per participant Above avg balance/head
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Official DOL plan name: Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust · Sponsored by Joseph Gruber Dds & Associates, Ltd. · Illinois · Healthcare & Social Assistance

$2M in assets, 9 participants

Joseph Gruber Dds & Associates, Ltd.'s Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust reported $2M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,987 in Healthcare & Social Assistance (20,060 peers)

Joseph Gruber Dds & Associates, Ltd. multi-year trail

Joseph Gruber Dds & Associates, Ltd.'s plans moved +57.7% in assets from 2022 to 2024; this filing shows Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust at $2M / 9 participants.

#5,987
in Healthcare & Social Assistance (20,060 peers)
-17.5%
assets change YoY

The plan reported a net loss of $335K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust among the smaller filed plans by assets

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,579,036 30th percentile higher than 30% 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

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 363928118 · Joseph Gruber Dds & Associates, Ltd. PY 2022 · 401(k)

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust · $2M · 9 · 30th

  • BOOK $2M
  • VS-ST 9
  • BOY 30th
  • SCH 401(k)
  • EBSA near S&dc Corp. 401(k) Plan
  • PART ind #5987

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust in the asset neighbourhood

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & TrustJoseph Gruber Dds & Associat…$2MS&dc Corp. 401(k) Plan$2MGreen River Spirits Company 401(k) PlanGreen River Spirits Company …$2MPoindexter Nut Company, Inc 401(k) Profit Sharing PlanPoindexter Nut Company, Inc …$2MKenko Tokina USA, Inc. 401(k) Profit Sharing PlanKenko Tokina USA, Inc. 401(k…$2M
End-of-year total assets ($M) among Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Joseph Gruber Dds & Associates, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph Gruber Dds & Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 57.70419420456532% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 20222024 $1.58M $2.49M ▲ +57.6%
Year Plans Participants Total Assets
2022 1 9 $2M
2024 1 12 $2M

Joseph Gruber Dds & Associates, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$335K
Employer EIN363928118
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust, Total assets ($B): 0.001579036 · Participants: 9Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is S&dc Corp. 401(k) Plan in CO ($2M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust assets move in 2022?
Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust declined sharply - down 17.5% during 2022, from $2M to $2M. Reported net income was -$335K.
How have Joseph Gruber Dds & Associates, Ltd. plan assets changed over time?
Across 2 plan years on file (2022-2024), Joseph Gruber Dds & Associates, Ltd.'s sponsor-wide assets grew 57.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is S&dc Corp. 401(k) Plan in CO ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K in assets).