401(k) · DOL Form 5500 · 2022

Grove Street Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
36
Participants Small participant base
72nd
Percentile by assets National rank
$406,466
Avg per participant High balance/head
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Official DOL plan name: Grove Street Advisors 401(k) and Profit Sharing Plan · Sponsored by Grove Street Advisors, LLC · Massachusetts · Finance & Insurance

$15M in assets, 36 participants

Grove Street Advisors, LLC's Grove Street Advisors 401(k) and Profit Sharing Plan reported $15M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,267 in Finance & Insurance (9,261 peers)

Grove Street Advisors, LLC multi-year trail

Grove Street Advisors, LLC's plans moved +48.7% in assets from 2022 to 2024; this filing shows Grove Street Advisors 401(k) and Profit Sharing Plan at $15M / 36 participants.

#5,267
in Finance & Insurance (9,261 peers)
-12.5%
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.

Grove Street Advisors 401(k) and Profit Sharing Plan's outsized position by total assets

Grove Street Advisors 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$14,632,775 Top 28% higher than 72% 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

Grove Street Advisors 401(k) and Profit Sharing 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. Grove Street Advisors 401(k) and Profit Sharing Plan is a small filing (36 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 043407430 · Grove Street Advisors, LLC PY 2022 · 401(k)

Grove Street Advisors 401(k) and Profit Sharing Plan · $15M · 36 · 72nd

  • SCH $15M
  • EBSA 36
  • PART 72nd
  • TYPE 401(k)
  • NET near Midwest Family Mutual Insurance Company 401(k) Plan
  • BOOK ind #5267

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 Massachusetts →

Grove Street Advisors 401(k) and Profit Sharing Plan in the asset neighbourhood

Grove Street Advisors 401(k) and Profit Sharing PlanGrove Street Advisors 401(k)…$15MMidwest Family Mutual Insurance Company 401(k) PlanMidwest Family Mutual Insura…$15MLeigh Fibers LLC Incentive Savings and Retirement PlanLeigh Fibers LLC Incentive S…$15ML. G. Roloff Construction Co. , Inc. Profit Sharing & 401(k) PlanL. G. Roloff Construction Co…$15MIsland Federal Credit Union 401(k) Plan & TrustIsland Federal Credit Union …$15M
End-of-year total assets ($M) among Grove Street Advisors 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Grove Street Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Grove Street Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 48.74683715153141% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.6M $21.8M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 36 $15M
2023 1 38 $18M
2024 1 36 $22M

Grove Street Advisors, LLC filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN043407430
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Grove Street Advisors 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Grove Street Advisors 401(k) and Profit Sharing Plan, Total assets ($B): 0.014632775 · Participants: 36Grove Street Advisors 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Grove Street Advisors 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Grove Street Advisors 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Grove Street Advisors 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Midwest Family Mutual Insurance Company 401(k) Plan in IA ($15M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Grove Street Advisors 401(k) and Profit Sharing Plan assets move in 2022? ▼
Grove Street Advisors 401(k) and Profit Sharing Plan pulled back noticeably - down 12.5% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Grove Street Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grove Street Advisors, LLC's sponsor-wide assets grew 48.7%, from $15M to $22M.
Which 401(k) plans are similar in size to Grove Street Advisors 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Family Mutual Insurance Company 401(k) Plan in IA ($15M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Grove Street Advisors 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zimmm, Inc. 401(k) Plan in TN (36 participants, $417K 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 043407430.

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.