401(k) · DOL Form 5500 · 2022

Financial Gravity Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$366K
Total assets Small plan by assets
27
Participants Small participant base
15th
Percentile by assets National rank
$13,541
Avg per participant Low balance/head
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Official DOL plan name: Financial Gravity Companies 401(k) Profit Sharing Plan · Sponsored by Financial Gravity Companies, Inc. · Texas · Finance & Insurance

$366K in assets, 27 participants

Financial Gravity Companies, Inc.'s Financial Gravity Companies 401(k) Profit Sharing Plan reported $366K in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #885 in Finance & Insurance (9,261 peers)

2022 asset change

Financial Gravity Companies 401(k) Profit Sharing Plan declined sharply 29.1% in 2022 ($516K → $366K) for 27 participants.

#885
in Finance & Insurance (9,261 peers)
-29.1%
assets change YoY

The plan reported a net loss of $150K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Financial Gravity Companies 401(k) Profit Sharing Plan among the smaller filed plans by assets

Financial Gravity Companies 401(k) Profit Sharing Plan vs every filed plan by assets

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

$365,608 15th percentile higher than 15% 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

Financial Gravity Companies 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Gravity Companies 401(k) Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 204057712 · Financial Gravity Companies, Inc. PY 2022 · 401(k)

Financial Gravity Companies 401(k) Profit Sharing Plan · $366K · 27 · 15th

  • IND $366K
  • IND 27
  • IND 15th
  • IND 401(k)
  • IND near The Maxhenry Project, Inc. 401(k) Profit Sharing Plan
  • IND ind #885

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 Finance & Insurance retirement plans → · Plans in Texas →

Financial Gravity Companies 401(k) Profit Sharing Plan in the asset neighbourhood

Financial Gravity Companies 401(k) Profit Sharing PlanFinancial Gravity Companies …$366KThe Maxhenry Project, Inc. 401(k) Profit Sharing PlanThe Maxhenry Project, Inc. 4…$366KKsull Enterprise, Inc. 401(k) Profit Sharing PlanKsull Enterprise, Inc. 401(k…$366KCanyon Creek Agency Retirement PlanCanyon Creek Agency Retireme…$366KBlack Derrick Holdings, Inc. 401(k) Profit Sharing PlanBlack Derrick Holdings, Inc.…$366K
End-of-year total assets ($M) among Financial Gravity Companies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$516K
Net Assets (End of Year)$366K
Net Income-$150K
Employer EIN204057712
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Financial Gravity Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Financial Gravity Companies 401(k) Profit Sharing Plan, Total assets ($B): 0.000365608 · Participants: 27Financial Gravity Companies 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Financial Gravity Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Financial Gravity Companies 401(k) Profit Sharing Plan side-by-side with 3 peers →

Financial Gravity Companies 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Maxhenry Project, Inc. 401(k) Profit Sharing Plan in WA ($366K); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Financial Gravity Companies 401(k) Profit Sharing Plan assets move in 2022? ▼
Financial Gravity Companies 401(k) Profit Sharing Plan declined sharply - down 29.1% during 2022, from $516K to $366K. Reported net income was -$150K.
Where does Financial Gravity Companies 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Financial Gravity Companies 401(k) Profit Sharing Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Financial Gravity Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Maxhenry Project, Inc. 401(k) Profit Sharing Plan in WA ($366K, 10 participants).
Which 401(k) plans cover a similar participant headcount to Financial Gravity Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M 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 204057712.

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.