401(k) · DOL Form 5500 · 2022

Grayson & Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
108
Participants Small participant base
78th
Percentile by assets National rank
$191,998
Avg per participant Above avg balance/head
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Official DOL plan name: Grayson & Associates, P.C. 401(k) Profit Sharing Plan · Sponsored by Grayson & Associates, P.C. · Alabama · Healthcare & Social Assistance

$21M in assets, 108 participants

Grayson & Associates, P.C.'s Grayson & Associates, P.C. 401(k) Profit Sharing Plan reported $21M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,311 in Healthcare & Social Assistance (20,060 peers)

Coverage in Alabama

Grayson & Associates, P.C. 401(k) Profit Sharing Plan covers 108 participants in Alabama, about 30% of the average Alabama filer (state average ~360 per filing). Assets: $21M.

#16,311
in Healthcare & Social Assistance (20,060 peers)
-15.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Grayson & Associates, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Grayson & Associates, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,735,742 Top 22% higher than 78% 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

Grayson & Associates, P.C. 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. Grayson & Associates, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (108 participants).

Plan-year Form 5500 strip

Filing strip 630917523 · Grayson & Associates, P.C. PY 2022 · 401(k)

Grayson & Associates, P.C. 401(k) Profit Sharing Plan · $21M · 108 · 78th

  • EBSA $21M
  • EBSA 108
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near National Lift Truck Companies Profit Sharing 401(k) Plan and Trust
  • EBSA ind #16311

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Grayson & Associates, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Grayson & Associates, P.C. 401(k) Profit Sharing PlanGrayson & Associates, P.C. 4…$21MNational Lift Truck Companies Profit Sharing 401(k) Plan and TrustNational Lift Truck Companie…$21MTheradex Systems, Inc. Retirement Savings PlanTheradex Systems, Inc. Retir…$21MShamrock Technologies, Inc. 401(k) Profit Sharing PlanShamrock Technologies, Inc. …$21MOptions for Southern Oregon, Inc. 403(b) PlanOptions for Southern Oregon,…$21M
End-of-year total assets ($M) among Grayson & Associates, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN630917523
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grayson & Associates, P.C.)

Sponsor-wide plan assets over time

All Grayson & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 18.964867521982093% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $20.7M $24.7M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 108 $21M
2023 1 113 $24M
2024 1 85 $25M

Nearby 401(k) Plans in Alabama

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

Grayson & Associates, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Grayson & Associates, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.020735742 · Participants: 108Grayson & Associates, P.C. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Grayson & Associates, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Grayson & Associates, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Grayson & Associates, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is National Lift Truck Companies Profit Sharing 401(k) Plan and Trust in IL ($21M); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Grayson & Associates, P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Grayson & Associates, P.C. 401(k) Profit Sharing Plan declined sharply - down 15.5% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Grayson & Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grayson & Associates, P.C.'s sponsor-wide assets grew 19.0%, from $21M to $25M.
Where does Grayson & Associates, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Grayson & Associates, P.C. 401(k) Profit Sharing Plan ranks in the 78th 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 Grayson & Associates, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Lift Truck Companies Profit Sharing 401(k) Plan and Trust in IL ($21M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Grayson & Associates, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holman Professional Counseling 401(k) Plan in CA (108 participants, $1M 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 630917523.

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.