401(k) · DOL Form 5500 · 2022

Grace Schools 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
496
Participants Below avg headcount
72nd
Percentile by assets National rank
$29,963
Avg per participant Low balance/head
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Official DOL plan name: Grace Schools 401(k) Retirement Plan and Trust · Sponsored by Grace Schools · Indiana · Educational Services

$15M in assets, 496 participants

Grace Schools's Grace Schools 401(k) Retirement Plan and Trust reported $15M in total assets and 496 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.

  • #2,211 in Educational Services (4,024 peers)

Grace Schools multi-year trail

Grace Schools's plans moved +44.0% in assets from 2022 to 2024; this filing shows Grace Schools 401(k) Retirement Plan and Trust at $15M / 496 participants.

#2,211
in Educational Services (4,024 peers)
-22.3%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grace Schools 401(k) Retirement Plan and Trust's outsized position by total assets

Grace Schools 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$14,861,674 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

Grace Schools 401(k) Retirement Plan and Trust 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. Grace Schools 401(k) Retirement Plan and Trust sits mid-pack in the medium band (496 participants).

EBSA filing schedule strip

Filing strip 350868095 · Grace Schools PY 2022 · 401(k)

Grace Schools 401(k) Retirement Plan and Trust · $15M · 496 · 72nd

  • ASSETS $15M
  • ASSETS 496
  • ASSETS 72nd
  • ASSETS 401(k)
  • ASSETS near Mcconnell & Associates, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #2211

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 Educational Services retirement plans → · Plans in Indiana →

Grace Schools 401(k) Retirement Plan and Trust in the asset neighbourhood

Grace Schools 401(k) Retirement Plan and TrustGrace Schools 401(k) Retirem…$15MMcconnell & Associates, Inc. 401(k) Profit Sharing PlanMcconnell & Associates, Inc.…$15MJack's Tire & Oil Management Co., Inc. Profit Sharing PlanJack's Tire & Oil Management…$15MC. Mondavi & Family 401(k) Retirement PlanC. Mondavi & Family 401(k) R…$15MThe Children's Medical Group, PLLC Profit-Sharing TrustThe Children's Medical Group…$15M
End-of-year total assets ($M) among Grace Schools 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Grace Schools multi-year asset trail

Sponsor-wide plan assets over time

All Grace Schools plans reported in each filing year

Latest sponsor-wide plan assets
$21M 43.960337173322465% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $14.9M $21.4M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 496 $15M
2023 1 447 $19M
2024 1 526 $21M

Grace Schools filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN350868095
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Grace Schools 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Grace Schools 401(k) Retirement Plan and Trust, Total assets ($B): 0.014861674 · Participants: 496Grace Schools 401(k) Retirement Plan and TrustElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Grace Schools 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Grace Schools 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Grace Schools 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Mcconnell & Associates, Inc. 401(k) Profit Sharing Plan in MO ($15M); by covered participants it is Intermedix Staffing 401(k) Plan in UT (496 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (496 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 Grace Schools 401(k) Retirement Plan and Trust assets move in 2022? ▼
Grace Schools 401(k) Retirement Plan and Trust declined sharply - down 22.3% during 2022, from $19M to $15M. Reported net income was -$4M.
How have Grace Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grace Schools's sponsor-wide assets grew 44.0%, from $15M to $21M.
Which 401(k) plans are similar in size to Grace Schools 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mcconnell & Associates, Inc. 401(k) Profit Sharing Plan in MO ($15M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Grace Schools 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermedix Staffing 401(k) Plan in UT (496 participants, N/A 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 350868095.

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.