Other · DOL Form 5500 · 2022
Kelly Grotte Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $711,290
- Avg per participant High balance/head
Official DOL plan name: Kelly Grotte Psp 2022 · Sponsored by Kelly Grotte · North Dakota · Agriculture, Forestry & Fishing
$1M in assets, 2 participants
Kelly Grotte's Kelly Grotte Psp 2022 reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #468 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 Psp 2022 at $1M / 2 participants.
- #468
- in Agriculture, Forestry & Fishing (1,523 peers)
- +8.2%
- assets growth YoY
Kelly Grotte Psp 2022 among the smaller filed plans by assets
Kelly Grotte Psp 2022 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,422,580 29th percentile higher than 29% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kelly Grotte Psp 2022 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 Psp 2022 is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 621612296 · Kelly Grotte PY 2022 · Other
Kelly Grotte Psp 2022 · $1M · 2 · 29th
- TYPE $1M
- NET 2
- BOOK 29th
- VS-ST Other
- BOY near John Ronan Architect LLC Profit Sharing Plan
- SCH ind #468
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 Psp 2022 in the asset neighbourhood
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
| 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) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $107K |
| Employer EIN | 621612296 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Dakota
Peer Other plans, same state, same plan type, ranked by total assets.
- Sanford 403(b) Retirement Savings Plan $179M · 6,516
- The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital $160M · 1,562
- University of Mary Employee Retirement Plan $56M · 452
- West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan $24M · 301
- University of Jamestown 403(b) DC Plan $21M · 317
Kelly Grotte Psp 2022's out-of-state Other peers by assets and headcount
Outside North Dakota, the nearest Other by assets is John Ronan Architect LLC Profit Sharing Plan in IL ($1M); by covered participants it is Clausman & Associates Profit Sharing Plan in IN (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
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.