401(k) · DOL Form 5500 · 2022

Auerbach Grayson & Company LLC. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
29
Participants Small participant base
56th
Percentile by assets National rank
$220,076
Avg per participant Above avg balance/head
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Official DOL plan name: Auerbach Grayson & Company LLC. 401(k) Plan · Sponsored by Auerbach Grayson & Company LLC. · New York · Finance & Insurance

$6M in assets, 29 participants

Auerbach Grayson & Company LLC.'s Auerbach Grayson & Company LLC. 401(k) Plan reported $6M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,642 in Finance & Insurance (9,261 peers)

Auerbach Grayson & Company LLC. multi-year trail

Auerbach Grayson & Company LLC.'s plans moved +37.3% in assets from 2022 to 2024; this filing shows Auerbach Grayson & Company LLC. 401(k) Plan at $6M / 29 participants.

#3,642
in Finance & Insurance (9,261 peers)
-27.2%
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.

Auerbach Grayson & Company LLC. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Auerbach Grayson & Company LLC. 401(k) Plan vs every filed plan by assets

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

$6,382,209 Top 44% higher than 56% 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

Auerbach Grayson & Company LLC. 401(k) 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. Auerbach Grayson & Company LLC. 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

DOL schedule card

Filing strip 133676908 · Auerbach Grayson & Company LLC. PY 2022 · 401(k)

Auerbach Grayson & Company LLC. 401(k) Plan · $6M · 29 · 56th

  • 5500 $6M
  • ASSETS 29
  • PCT 56th
  • EIN 401(k)
  • RANK near Nrsi 401(k) Plan
  • PHOTO ind #3642

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 New York →

Auerbach Grayson & Company LLC. 401(k) Plan in the asset neighbourhood

Auerbach Grayson & Company LLC. 401(k) PlanAuerbach Grayson & Company L…$6MNrsi 401(k) Plan$6MNorth Shore Senior Center 401(k) PlanNorth Shore Senior Center 40…$6MYumanity Therapeutics, Inc. 401(k) PlanYumanity Therapeutics, Inc. …$6MLakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and TrustLakeview Neuro-Rehabilitatio…$6M
End-of-year total assets ($M) among Auerbach Grayson & Company LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Auerbach Grayson & Company LLC. multi-year asset trail

Sponsor-wide plan assets over time

All Auerbach Grayson & Company LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.2852565624222% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.38M $8.76M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 29 $6M
2023 1 27 $8M
2024 1 26 $9M

Auerbach Grayson & Company LLC. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN133676908
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Auerbach Grayson & Company LLC. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Auerbach Grayson & Company LLC. 401(k) Plan, Total assets ($B): 0.006382209 · Participants: 29Auerbach Grayson & Company LLC. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Auerbach Grayson & Company LLC. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Auerbach Grayson & Company LLC. 401(k) Plan side-by-side with 3 peers →

Auerbach Grayson & Company LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Nrsi 401(k) Plan in NV ($6M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Auerbach Grayson & Company LLC. 401(k) Plan assets move in 2022? ▼
Auerbach Grayson & Company LLC. 401(k) Plan declined sharply - down 27.2% during 2022, from $9M to $6M. Reported net income was -$2M.
How have Auerbach Grayson & Company LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Auerbach Grayson & Company LLC.'s sponsor-wide assets grew 37.3%, from $6M to $9M.
Which 401(k) plans are similar in size to Auerbach Grayson & Company LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nrsi 401(k) Plan in NV ($6M, 1,876 participants).
Which 401(k) plans cover a similar participant headcount to Auerbach Grayson & Company LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants, $3M 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 133676908.

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.