401(k) · DOL Form 5500 · 2022

Gruss & Co., LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
33
Participants Small participant base
71st
Percentile by assets National rank
$415,152
Avg per participant High balance/head
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Official DOL plan name: Gruss 401(k) Plan · Sponsored by Gruss & Co., LLC · Florida · Finance & Insurance

$14M in assets, 33 participants

Gruss & Co., LLC's Gruss 401(k) Plan reported $14M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,118 in Finance & Insurance (9,261 peers)

Gruss & Co., LLC multi-year trail

Gruss & Co., LLC's plans moved +51.1% in assets from 2022 to 2024; this filing shows Gruss 401(k) Plan at $14M / 33 participants.

#5,118
in Finance & Insurance (9,261 peers)
-17.2%
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.

Gruss 401(k) Plan's outsized position by total assets

Gruss 401(k) Plan vs every filed plan by assets

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

$13,700,010 Top 29% higher than 71% 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

Gruss 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. Gruss 401(k) Plan is a small filing (33 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 132814116 · Gruss & Co., LLC PY 2022 · 401(k)

Gruss 401(k) Plan · $14M · 33 · 71st

  • PCT $14M
  • PCT 33
  • PCT 71st
  • PCT 401(k)
  • PCT near Wilkie Lexus 401(k) Profit Sharing Plan
  • PCT ind #5118

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 Florida →

Gruss 401(k) Plan in the asset neighbourhood

Gruss 401(k) Plan$14MWilkie Lexus 401(k) Profit Sharing PlanWilkie Lexus 401(k) Profit S…$14MThe Mast General Store, Inc. 401(k) Retirement PlanThe Mast General Store, Inc.…$14MConcept Plus, LLC 401(k) Plan$14MCharles H. Greenthal Group Employees Savings PlanCharles H. Greenthal Group E…$14M
End-of-year total assets ($M) among Gruss 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Gruss & Co., LLC multi-year asset trail

Sponsor-wide plan assets over time

All Gruss & Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 51.11504298172045% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.7M $20.7M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 33 $14M
2023 1 33 $17M
2024 1 36 $21M

Gruss & Co., LLC filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN132814116
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Gruss 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Gruss 401(k) Plan, Total assets ($B): 0.01370001 · Participants: 33Gruss 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Gruss 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Gruss 401(k) Plan side-by-side with 3 peers →

Gruss 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Wilkie Lexus 401(k) Profit Sharing Plan in PA ($14M); by covered participants it is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Gruss 401(k) Plan assets move in 2022? ▼
Gruss 401(k) Plan declined sharply - down 17.2% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Gruss & Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gruss & Co., LLC's sponsor-wide assets grew 51.1%, from $14M to $21M.
Which 401(k) plans are similar in size to Gruss 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilkie Lexus 401(k) Profit Sharing Plan in PA ($14M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Gruss 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants, $57K 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 132814116.

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.