401(k) · DOL Form 5500 · 2022
Gregory & Appel Inc. 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 144
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $266,120
- Avg per participant High balance/head
Official DOL plan name: Employees Profit Sharing Plan of Gregory & Appel Inc. · Sponsored by Gregory & Appel Inc. · Indiana · Finance & Insurance
$38M in assets, 144 participants
Gregory & Appel Inc.'s Employees Profit Sharing Plan of Gregory & Appel Inc. reported $38M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #7,106 in Finance & Insurance (9,261 peers)
Coverage in Indiana
Employees Profit Sharing Plan of Gregory & Appel Inc. covers 144 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $38M.
- #7,106
- in Finance & Insurance (9,261 peers)
- -11.2%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employees Profit Sharing Plan of Gregory & Appel Inc.'s outsized position by total assets
Employees Profit Sharing Plan of Gregory & Appel Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$38,321,332 Top 14% higher than 86% 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
Employees Profit Sharing Plan of Gregory & Appel Inc. among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees Profit Sharing Plan of Gregory & Appel Inc. sits mid-pack in the medium band (144 participants).
Published 5500 schedule card
Filing strip 350353300 · Gregory & Appel Inc. PY 2022 · 401(k)
Employees Profit Sharing Plan of Gregory & Appel Inc. · $38M · 144 · 86th
- VS-ST $38M
- VS-ST 144
- VS-ST 86th
- VS-ST 401(k)
- VS-ST near Phoenix Color 401(k) Retirement Plan
- VS-ST ind #7106
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 Indiana →
Employees Profit Sharing Plan of Gregory & Appel Inc. in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$5M |
| Employer EIN | 350353300 |
| Plan Effective Date | 1976-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gregory & Appel Inc.)
Sponsor-wide plan assets over time
All Gregory & Appel Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 29.648692795960223% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $38M |
| 2023 | 1 | 150 | $45M |
| 2024 | 1 | 168 | $50M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Employees Profit Sharing Plan of Gregory & Appel Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Phoenix Color 401(k) Retirement Plan in MD ($38M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Phoenix Color 401(k) Retirement Plan (MD) $38M · 398
- Digestive Healthcare of Georgia, P.C. 401(k) Profit Sharing Plan (GA) $38M · 296
- Bnccorp, Inc. 401(k) Savings Plan (ND) $38M · 281
- Sofidel America Corp. 401(k) Plan (FL) $38M · 1,470
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Combs Concrete Construction Company 401(k) Plan (NC) 144 · 0 off
- Club Med Sales and Management Employee Retirement Plan (FL) 144 · 0 off
- Cambria Solutions Inc 401(k) Profit Sharing Plan Trust (CA) 144 · 0 off
- Dfa of California 401(k) Plan (CA) 144 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.