401(k) · DOL Form 5500 · 2022

J. E. Grote Company, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
278
Participants Below avg headcount
76th
Percentile by assets National rank
$68,013
Avg per participant Below avg balance/head
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Official DOL plan name: J. E. Grote Company 401(k) Profit Sharing Plan · Sponsored by J. E. Grote Company, Inc. · Ohio · Manufacturing

$19M in assets, 278 participants

J. E. Grote Company, Inc.'s J. E. Grote Company 401(k) Profit Sharing Plan reported $19M in total assets and 278 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,835 in Manufacturing (20,602 peers)

Coverage in Ohio

J. E. Grote Company 401(k) Profit Sharing Plan covers 278 participants in Ohio, about 36% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#13,835
in Manufacturing (20,602 peers)
-3.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $672K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J. E. Grote Company 401(k) Profit Sharing Plan's outsized position by total assets

J. E. Grote Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,907,477 Top 24% higher than 76% 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

J. E. Grote Company 401(k) Profit Sharing Plan 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. J. E. Grote Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (278 participants).

Form 5500 schedule snapshot

Filing strip 310812680 · J. E. Grote Company, Inc. PY 2022 · 401(k)

J. E. Grote Company 401(k) Profit Sharing Plan · $19M · 278 · 76th

  • VS-ST $19M
  • BOY 278
  • SCH 76th
  • EBSA 401(k)
  • PART near Nexius Solutions, Inc. 401(k) Plan
  • TYPE ind #13835

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 Manufacturing retirement plans → · Plans in Ohio →

J. E. Grote Company 401(k) Profit Sharing Plan in the asset neighbourhood

J. E. Grote Company 401(k) Profit Sharing PlanJ. E. Grote Company 401(k) P…$19MNexius Solutions, Inc. 401(k) PlanNexius Solutions, Inc. 401(k…$19MRoland Dga Corporation 401(k) Savings andRoland Dga Corporation 401(k…$19MDyopath 401(k) Savings Plan 003Dyopath 401(k) Savings Plan …$19MHaile Gold Mine, Inc. 401(k) Profit Sharing PlanHaile Gold Mine, Inc. 401(k)…$19M
End-of-year total assets ($M) among J. E. Grote Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$19M
Net Income-$672K
Employer EIN310812680
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. E. Grote Company, Inc.)

Sponsor-wide plan assets over time

All J. E. Grote Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 42.69308379959949% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $27M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 278 $19M
2023 1 288 $23M
2024 1 284 $27M

Nearby 401(k) Plans in Ohio

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

J. E. Grote Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants J. E. Grote Company 401(k) Profit Sharing Plan, Total assets ($B): 0.018907477 · Participants: 278J. E. Grote Company 401(k) Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
J. E. Grote Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare J. E. Grote Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

J. E. Grote Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Nexius Solutions, Inc. 401(k) Plan in DE ($19M); by covered participants it is Laird Technologies, Inc. 401(k) and Profit Sharing Plan in MO (278 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (278 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 J. E. Grote Company 401(k) Profit Sharing Plan assets move in 2022? ▼
J. E. Grote Company 401(k) Profit Sharing Plan edged down modestly - down 3.4% during 2022, from $20M to $19M. Reported net income was -$672K.
How have J. E. Grote Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. E. Grote Company, Inc.'s sponsor-wide assets grew 42.7%, from $19M to $27M.
Where does J. E. Grote Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
J. E. Grote Company 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to J. E. Grote Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nexius Solutions, Inc. 401(k) Plan in DE ($19M, 450 participants).
Which 401(k) plans cover a similar participant headcount to J. E. Grote Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Laird Technologies, Inc. 401(k) and Profit Sharing Plan in MO (278 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 310812680.

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.