401(k) · DOL Form 5500 · 2022
Gries Financial LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $359,698
- Avg per participant High balance/head
Official DOL plan name: Gries Financial LLC Profit Sharing Plan and Trust · Sponsored by Gries Financial LLC · Ohio · Finance & Insurance
$8M in assets, 23 participants
Gries Financial LLC's Gries Financial LLC Profit Sharing Plan and Trust reported $8M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #4,104 in Finance & Insurance (9,261 peers)
Gries Financial LLC multi-year trail
Gries Financial LLC's plans moved +70.9% in assets from 2022 to 2024; this filing shows Gries Financial LLC Profit Sharing Plan and Trust at $8M / 23 participants.
- #4,104
- in Finance & Insurance (9,261 peers)
- -27.6%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gries Financial LLC Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Gries Financial LLC Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,273,044 Top 39% higher than 61% 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
Gries Financial LLC Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gries Financial LLC Profit Sharing Plan and Trust is a small filing (23 participants) on this national headcount ladder.
DOL schedule card
Filing strip 341891243 · Gries Financial LLC PY 2022 · 401(k)
Gries Financial LLC Profit Sharing Plan and Trust · $8M · 23 · 61st
- TYPE $8M
- TYPE 23
- TYPE 61st
- TYPE 401(k)
- TYPE near Twincraft, Inc. 401(k) Retirement Plan
- TYPE ind #4104
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 Finance & Insurance retirement plans → · Plans in Ohio →
Gries Financial LLC Profit Sharing Plan and Trust in the asset neighbourhood
Gries Financial LLC multi-year asset trail
Sponsor-wide plan assets over time
All Gries Financial LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 70.94457614391993% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $8M |
| 2023 | 1 | 24 | $11M |
| 2024 | 1 | 29 | $14M |
Gries Financial LLC filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$3M |
| Employer EIN | 341891243 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Gries Financial LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Twincraft, Inc. 401(k) Retirement Plan in VT ($8M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Twincraft, Inc. 401(k) Retirement Plan (VT) $8M · 281
- Patriot Engineering 401(k) Plan (IN) $8M · 136
- Gnr Holdings LLC 401(k) Profit Sharing Plan Trust (CA) $8M · 379
- Moses Auto Group Pension Plan (WV) $8M · 324
Similar participant headcount
Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.
- Dudley Ventures, LLC 401(k) Plan (AZ) 23 · 0 off
- Wood Castle Furniture Co. 401(k) Profit Sharing Plan (OR) 23 · 0 off
- First State Bank 401(k) Plan (OK) 23 · 0 off
- Future Com, Ltd 401(k) Plan (TX) 23 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.