401(k)
2022 plan-year 401(k) DOL Form 5500

Grange Insurance Association Savings & Investment Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Grange Insurance Association · Washington · Finance & Insurance

What the 2023 filing shows

Grange Insurance Association Savings & Investment Plan holds $43M for 185 participants — about $230,040 per participant, down 20.3% over the 2022 plan year.

$43M
total plan assets (2022 EOY)
185
covered participants
$230,040
avg assets per participant
-20.3%
assets change YoY

The plan reported a net loss of $11M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$43M
Participants
185
State
Industry
Finance & Insurance

What the Filing Says About Grange Insurance Association Savings & Investment Plan

Grange Insurance Association Savings & Investment Plan is a 401(k) retirement plan sponsored by Grange Insurance Association, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $43M in total end-of-year assets and covers 185 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 916025140, and the plan has been effective since 1978-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $53M at the beginning of 2022 to $43M at year-end — a decline of 20.3%. Net assets (after liabilities) closed the year at $43M, with reported net income of $-10,858,431 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$53M
Total Assets (End of Year)$43M
Net Assets (End of Year)$43M
Net Income$-10,858,431
Plan Type401(k)
Employer EIN916025140
Plan Effective Date1978-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grange Insurance Association)

Year Plans Participants Total Assets
2022 2 223 $57M
2023 2 224 $64M
2024 2 213 $67M

Nearby 401(k) Plans in Washington

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

Frequently Asked Questions

How much money is in the Grange Insurance Association Savings & Investment Plan?
As of the 2022 Form 5500 filing, Grange Insurance Association Savings & Investment Plan holds $43M in total assets with 185 participants. It is sponsored by Grange Insurance Association.
What type of plan is Grange Insurance Association Savings & Investment Plan?
Grange Insurance Association Savings & Investment Plan is a 401(k) plan. It has been effective since 1978-03-01. The plan is filed with the U.S. Department of Labor under EIN 916025140.
Who sponsors the Grange Insurance Association Savings & Investment Plan?
Grange Insurance Association Savings & Investment Plan is sponsored by Grange Insurance Association, located in Washington. The sponsor's EIN is 916025140 and the plan operates in the Finance & Insurance industry.
How did Grange Insurance Association Savings & Investment Plan perform in 2022?
Grange Insurance Association Savings & Investment Plan declined by 20.3% during 2022, moving from $53M to $43M in total assets. Net income was $-10,858,431.
Where can I find official filings for Grange Insurance Association Savings & Investment Plan?
Official Form 5500 filings for Grange Insurance Association Savings & Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 916025140 or plan name at efast.dol.gov.
How does Grange Insurance Association Savings & Investment Plan compare to other plans?
You can compare Grange Insurance Association Savings & Investment Plan against other 401(k) plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 916025140.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.