401(k) · DOL Form 5500 · 2022

Grubb Management, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
192
Participants Below avg headcount
72nd
Percentile by assets National rank
$75,805
Avg per participant Below avg balance/head
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Official DOL plan name: Grubb Management, LLC 401(k) Profit Sharing Plan · Sponsored by Grubb Management, LLC · North Carolina · Real Estate

$15M in assets, 192 participants

Grubb Management, LLC's Grubb Management, LLC 401(k) Profit Sharing Plan reported $15M in total assets and 192 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.

  • #4,328 in Real Estate (5,057 peers)

Coverage in North Carolina

Grubb Management, LLC 401(k) Profit Sharing Plan covers 192 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $15M.

#4,328
in Real Estate (5,057 peers)
-8.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grubb Management, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Grubb Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,554,508 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

Grubb Management, LLC 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. Grubb Management, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (192 participants).

EBSA filing schedule strip

Filing strip 561758296 · Grubb Management, LLC PY 2022 · 401(k)

Grubb Management, LLC 401(k) Profit Sharing Plan · $15M · 192 · 72nd

  • EOY $15M
  • EOY 192
  • EOY 72nd
  • EOY 401(k)
  • EOY near Fowler Holding Company, Inc 401(k) Plan
  • EOY ind #4328

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 Real Estate retirement plans → · Plans in North Carolina →

Grubb Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Grubb Management, LLC 401(k) Profit Sharing PlanGrubb Management, LLC 401(k)…$15MFowler Holding Company, Inc 401(k) PlanFowler Holding Company, Inc …$15MFisher & Paykel Appliances USA Holdings Inc. Retirement Savings PlanFisher & Paykel Appliances U…$15MKlein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings PlanKlein and Hoffman, Inc. Empl…$15MNew England Federal Credit Union Salary Savings PlanNew England Federal Credit U…$15M
End-of-year total assets ($M) among Grubb Management, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$1M
Employer EIN561758296
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grubb Management, LLC)

Sponsor-wide plan assets over time

All Grubb Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 50.722896301269685% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.6M $21.9M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 192 $15M
2023 1 211 $19M
2024 1 216 $22M

Nearby 401(k) Plans in North Carolina

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

Grubb Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Grubb Management, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.014554508 · Participants: 192Grubb Management, LLC 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Grubb Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Grubb Management, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Grubb Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Fowler Holding Company, Inc 401(k) Plan in OK ($15M); by covered participants it is Discovery Living, Inc. 401(k) Plan in IA (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Grubb Management, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Grubb Management, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 8.4% during 2022, from $16M to $15M. Reported net income was -$1M.
How have Grubb Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grubb Management, LLC's sponsor-wide assets grew 50.7%, from $15M to $22M.
Which 401(k) plans are similar in size to Grubb Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fowler Holding Company, Inc 401(k) Plan in OK ($15M, 458 participants).
Which 401(k) plans cover a similar participant headcount to Grubb Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Discovery Living, Inc. 401(k) Plan in IA (192 participants, $2M 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 561758296.

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.