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

Grand Appliance Co., Inc. 401(k) Plan

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

Sponsored by Grand Appliance Co., Inc. · Wisconsin · Retail Trade

What the 2023 filing shows

Grand Appliance Co., Inc. 401(k) Plan holds $10M for 346 participants — about $30,103 per participant, down 8.7% over the 2022 plan year.

$10M
total plan assets (2022 EOY)
346
covered participants
$30,103
avg assets per participant
-8.7%
assets change YoY

The plan reported a net loss of $993K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$10M
Participants
346
State
Industry
Retail Trade

What the Filing Says About Grand Appliance Co., Inc. 401(k) Plan

Grand Appliance Co., Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Grand Appliance Co., Inc., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 346 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 362146854, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2022 to $10M at year-end — a decline of 8.7%. Net assets (after liabilities) closed the year at $10M, with reported net income of $-993,054 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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)$11M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$-993,054
Plan Type401(k)
Employer EIN362146854
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grand Appliance Co., Inc.)

Year Plans Participants Total Assets
2022 1 346 $10M
2023 1 352 $13M
2024 1 368 $17M

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Frequently Asked Questions

How much money is in the Grand Appliance Co., Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Grand Appliance Co., Inc. 401(k) Plan holds $10M in total assets with 346 participants. It is sponsored by Grand Appliance Co., Inc..
What type of plan is Grand Appliance Co., Inc. 401(k) Plan?
Grand Appliance Co., Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 362146854.
Who sponsors the Grand Appliance Co., Inc. 401(k) Plan?
Grand Appliance Co., Inc. 401(k) Plan is sponsored by Grand Appliance Co., Inc., located in Wisconsin. The sponsor's EIN is 362146854 and the plan operates in the Retail Trade industry.
How did Grand Appliance Co., Inc. 401(k) Plan perform in 2022?
Grand Appliance Co., Inc. 401(k) Plan declined by 8.7% during 2022, moving from $11M to $10M in total assets. Net income was $-993,054.
Where can I find official filings for Grand Appliance Co., Inc. 401(k) Plan?
Official Form 5500 filings for Grand Appliance Co., Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362146854 or plan name at efast.dol.gov.
How does Grand Appliance Co., Inc. 401(k) Plan compare to other plans?
You can compare Grand Appliance Co., Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Wisconsin 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 362146854.

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.