Money Purchase · DOL Form 5500 · 2022

Gross Kaplan & Osiol, L.L.C. Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
39th
Percentile by assets National rank
$943,617
Avg per participant High balance/head
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Official DOL plan name: Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing · Sponsored by Gross Kaplan & Osiol, L.L.C. · Illinois · Professional & Technical Services

$3M in assets, 3 participants

Gross Kaplan & Osiol, L.L.C.'s Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,881 in Professional & Technical Services (21,562 peers)

Gross Kaplan & Osiol, L.L.C. multi-year trail

Gross Kaplan & Osiol, L.L.C.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing at $3M / 3 participants.

#7,881
in Professional & Technical Services (21,562 peers)
-18.1%
assets change YoY

The plan reported a net loss of $627K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing's mid-pack asset rank among Professional & Technical Services and all filers

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing vs every filed plan by assets

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

$2,830,851 39th percentile higher than 39% 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

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 366156412 · Gross Kaplan & Osiol, L.L.C. PY 2022 · Money Purchase

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing · $3M · 3 · 39th

  • EOY $3M
  • EOY 3
  • EOY 39th
  • EOY Money Purchase
  • EOY near The Fresh Air Fund Pension Plan
  • EOY ind #7881

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing in the asset neighbourhood

The Fresh Air Fund Pension PlanThe Fresh Air Fund Pension P…$3MEvans & Son, Inc. Frozen Money Purchase PlanEvans & Son, Inc. Frozen Mon…$3MRaj Subnani Shearson as Keogh Mp CustodianRaj Subnani Shearson as Keog…$3MLegal Aid Society of Orange County Inc. Money Purchase PlanLegal Aid Society of Orange …$3MGross Kaplan & Osiol, L.L.C. Keogh Profit SharingGross Kaplan & Osiol, L.L.C.…$3M
End-of-year total assets ($M) among Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Gross Kaplan & Osiol, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Gross Kaplan & Osiol, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.40592281261006% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.83M $4.06M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $4M

Gross Kaplan & Osiol, L.L.C. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$627K
Employer EIN366156412
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

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

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing, Total assets ($M): 2.830851 · Participants: 3Gross Kaplan & Osiol, L.L.C. Keogh Profit SharingRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 669.295125 · Participants: 1625Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 615.598536 · Participants: 2741NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 417.547857 · Participants: 320NECA-IBEW Local 364 Defined Contribution PlanSmart Local 265 Supplemental Retirement Savings Plan, Total assets ($M): 302.3658 · Participants: 2526Smart Local 265 Supplemental Retirement Savings PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 172.583563 · Participants: 1223International Association of Heat and Frost Insulators Local 17 Annuity Fund
Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing side-by-side with 3 peers →

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is The Fresh Air Fund Pension Plan in NY ($3M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing assets move in 2022? ▼
Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing declined sharply - down 18.1% during 2022, from $3M to $3M. Reported net income was -$627K.
How have Gross Kaplan & Osiol, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gross Kaplan & Osiol, L.L.C.'s sponsor-wide assets grew 43.4%, from $3M to $4M.
Which Money Purchase plans are similar in size to Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing? ▼
Among Money Purchase plans in other states, the closest by assets is The Fresh Air Fund Pension Plan in NY ($3M, 38 participants).
Which Money Purchase plans cover a similar participant headcount to Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M 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 366156412.

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.