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

Graydon Head & Ritchey LLP Retirement Savings Plan

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

Sponsored by Graydon Head & Ritchey LLP · Ohio · Professional & Technical Services

What the 2023 filing shows

Graydon Head & Ritchey LLP Retirement Savings Plan holds $68M for 115 participants — about $595,443 per participant, down 16.2% over the 2022 plan year.

$68M
total plan assets (2022 EOY)
115
covered participants
$595,443
avg assets per participant
-16.2%
assets change YoY

The plan reported a net loss of $13M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$68M
Participants
115
State
Industry
Professional & Technical Services

What the Filing Says About Graydon Head & Ritchey LLP Retirement Savings Plan

Graydon Head & Ritchey LLP Retirement Savings Plan is a 401(k) retirement plan sponsored by Graydon Head & Ritchey LLP, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $68M in total end-of-year assets and covers 115 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 310565234, and the plan has been effective since 1984-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $82M at the beginning of 2022 to $68M at year-end — a decline of 16.2%. Net assets (after liabilities) closed the year at $68M, with reported net income of $-13,200,350 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.

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)$82M
Total Assets (End of Year)$68M
Net Assets (End of Year)$68M
Net Income$-13,200,350
Plan Type401(k)
Employer EIN310565234
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Graydon Head & Ritchey LLP Retirement Savings Plan?
As of the 2022 Form 5500 filing, Graydon Head & Ritchey LLP Retirement Savings Plan holds $68M in total assets with 115 participants. It is sponsored by Graydon Head & Ritchey LLP.
What type of plan is Graydon Head & Ritchey LLP Retirement Savings Plan?
Graydon Head & Ritchey LLP Retirement Savings Plan is a 401(k) plan. It has been effective since 1984-10-01. The plan is filed with the U.S. Department of Labor under EIN 310565234.
Who sponsors the Graydon Head & Ritchey LLP Retirement Savings Plan?
Graydon Head & Ritchey LLP Retirement Savings Plan is sponsored by Graydon Head & Ritchey LLP, located in Ohio. The sponsor's EIN is 310565234 and the plan operates in the Professional & Technical Services industry.
How did Graydon Head & Ritchey LLP Retirement Savings Plan perform in 2022?
Graydon Head & Ritchey LLP Retirement Savings Plan declined by 16.2% during 2022, moving from $82M to $68M in total assets. Net income was $-13,200,350.
Where can I find official filings for Graydon Head & Ritchey LLP Retirement Savings Plan?
Official Form 5500 filings for Graydon Head & Ritchey LLP Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 310565234 or plan name at efast.dol.gov.
How does Graydon Head & Ritchey LLP Retirement Savings Plan compare to other plans?
You can compare Graydon Head & Ritchey LLP Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Ohio 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 310565234.

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.