Other · DOL Form 5500 · 2022

Kelly Grotte Retirement Plan

Data updated 2026-08-25

$871K
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$435,500
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kelly Grotte Money Purchase Plan · Sponsored by Kelly Grotte · North Dakota · Agriculture, Forestry & Fishing

$871K in assets, 2 participants

Kelly Grotte's Kelly Grotte Money Purchase Plan reported $871K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #350 in Agriculture, Forestry & Fishing (1,523 peers)

Kelly Grotte multi-year trail

Kelly Grotte's plans moved +16.5% in assets from 2022 to 2024; this filing shows Kelly Grotte Money Purchase Plan at $871K / 2 participants.

#350
in Agriculture, Forestry & Fishing (1,523 peers)
-8.8%
assets change YoY

The plan reported a net loss of $84K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kelly Grotte Money Purchase Plan among the smaller filed plans by assets

Kelly Grotte Money Purchase Plan vs every filed plan by assets

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

$871,000 24th percentile higher than 24% 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

Kelly Grotte Money Purchase Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelly Grotte Money Purchase Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 621612296 · Kelly Grotte PY 2022 · Other

Kelly Grotte Money Purchase Plan · $871K · 2 · 24th

  • BOY $871K
  • BOY 2
  • BOY 24th
  • BOY Other
  • BOY near Grantmakers for Education 403 (B) Retirement Plan
  • BOY ind #350

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 Agriculture, Forestry & Fishing retirement plans → · Plans in North Dakota →

Kelly Grotte Money Purchase Plan in the asset neighbourhood

Kelly Grotte Money Purchase PlanKelly Grotte Money Purchase …$871KGrantmakers for Education 403 (B) Retirement PlanGrantmakers for Education 40…$871KMagnolia Coastlands Ahec Ret Plan Type 403(b)Magnolia Coastlands Ahec Ret…$870KDelta Community Action Foundation, Inc. Tsa Pension PlanDelta Community Action Found…$875KGrassroots Crisis Intervention Center, Inc 403(b) Tax Deferred Annuity PlanGrassroots Crisis Interventi…$867K
End-of-year total assets ($M) among Kelly Grotte Money Purchase Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kelly Grotte multi-year asset trail

Sponsor-wide plan assets over time

All Kelly Grotte plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.455497519162183% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M 202220232024 $2.29M $2.67M ▲ +16.6%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $3M
2024 2 4 $3M

Kelly Grotte filing trail (2022)

Total Assets (Beginning of Year)$955K
Net Assets (End of Year)$871K
Net Income-$84K
Employer EIN621612296
Plan Effective Date1993-12-31
Filing StatusFILING RECEIVED

Nearby Other Plans in North Dakota

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

Kelly Grotte Money Purchase Plan vs. nearby Other plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -50050100150200 Total assets ($M) Participants Kelly Grotte Money Purchase Plan, Total assets ($M): 0.871 · Participants: 2Kelly Grotte Money Purchase PlanSanford 403(b) Retirement Savings Plan, Total assets ($M): 179.394843 · Participants: 6516Sanford 403(b) Retirement Savings PlanThe 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital, Total assets ($M): 160.344677 · Participants: 1562The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial HospitalUniversity of Mary Employee Retirement Plan, Total assets ($M): 56.315217 · Participants: 452University of Mary Employee Retirement PlanWest River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan, Total assets ($M): 24.339631 · Participants: 301West River Health Service Foundation and Subsidiaries Tax Deferred Annuity PlanUniversity of Jamestown 403(b) DC Plan, Total assets ($M): 21.14868 · Participants: 317University of Jamestown 403(b) DC Plan
Kelly Grotte Money Purchase Plan vs. nearby Other plans in North Dakota, assets vs. participants
Compare Kelly Grotte Money Purchase Plan side-by-side with 3 peers →

Kelly Grotte Money Purchase Plan's out-of-state Other peers by assets and headcount

Outside North Dakota, the nearest Other by assets is Grantmakers for Education 403 (B) Retirement Plan in OR ($871K); by covered participants it is Clausman & Associates Profit Sharing Plan in IN (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Kelly Grotte Money Purchase Plan assets move in 2022? ▼
Kelly Grotte Money Purchase Plan pulled back noticeably - down 8.8% during 2022, from $955K to $871K. Reported net income was -$84K.
How have Kelly Grotte plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Grotte's sponsor-wide assets grew 16.5%, from $2M to $3M.
Where does Kelly Grotte Money Purchase Plan rank by assets among Form 5500 filers? ▼
Kelly Grotte Money Purchase Plan ranks in the 24th 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 Kelly Grotte Money Purchase Plan? ▼
Among Other plans in other states, the closest by assets is Grantmakers for Education 403 (B) Retirement Plan in OR ($871K, 9 participants).
Which Other plans cover a similar participant headcount to Kelly Grotte Money Purchase Plan? ▼
Among Other plans in other states, the closest by covered participants is Clausman & Associates Profit Sharing Plan in IN (2 participants, $2M 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 621612296.

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.