401(k) · DOL Form 5500 · 2022

Grail Partners, LLC 401(k) Plan

Data updated 2026-08-25

$986K
Total assets Small plan by assets
10
Participants Small participant base
25th
Percentile by assets National rank
$98,612
Avg per participant Below avg balance/head
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Official DOL plan name: Grail Partners, LLC 401(k) Plan · Sponsored by Grail Partners, LLC · California · Finance & Insurance

$986K in assets, 10 participants

Grail Partners, LLC's Grail Partners, LLC 401(k) Plan reported $986K in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,514 in Finance & Insurance (9,261 peers)

Grail Partners, LLC multi-year trail

Grail Partners, LLC's plans moved +29.3% in assets from 2022 to 2024; this filing shows Grail Partners, LLC 401(k) Plan at $986K / 10 participants.

#1,514
in Finance & Insurance (9,261 peers)
-32.0%
assets change YoY

The plan reported a net loss of $465K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grail Partners, LLC 401(k) Plan among the smaller filed plans by assets

Grail Partners, LLC 401(k) Plan vs every filed plan by assets

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

$986,124 25th percentile higher than 25% 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

Grail Partners, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grail Partners, LLC 401(k) Plan is a micro filing (10 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 593797643 · Grail Partners, LLC PY 2022 · 401(k)

Grail Partners, LLC 401(k) Plan · $986K · 10 · 25th

  • BOY $986K
  • BOY 10
  • BOY 25th
  • BOY 401(k)
  • BOY near Cordialsa USA Inc 401(k) Profit Sharing Plan and Trust
  • BOY ind #1514

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 California →

Grail Partners, LLC 401(k) Plan in the asset neighbourhood

Grail Partners, LLC 401(k) PlanGrail Partners, LLC 401(k) P…$986KCordialsa USA Inc 401(k) Profit Sharing Plan and TrustCordialsa USA Inc 401(k) Pro…$986KJms Senior Living 401(k)$986KBelanger & Company PC 401(k) PlanBelanger & Company PC 401(k)…$986KIntegrity Cabinets 401(k) PlanIntegrity Cabinets 401(k) Pl…$986K
End-of-year total assets ($M) among Grail Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Grail Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Grail Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 29.315988658627113% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $0.99M $1.28M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 10 $986K
2023 1 14 $1M
2024 1 4 $1M

Grail Partners, LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$986K
Net Income-$465K
Employer EIN593797643
Plan Effective Date2005-07-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Grail Partners, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Grail Partners, LLC 401(k) Plan, Total assets ($B): 0.000986124 · Participants: 10Grail Partners, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Grail Partners, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Grail Partners, LLC 401(k) Plan side-by-side with 3 peers →

Grail Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cordialsa USA Inc 401(k) Profit Sharing Plan and Trust in TX ($986K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($986K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Grail Partners, LLC 401(k) Plan assets move in 2022? ▼
Grail Partners, LLC 401(k) Plan contracted severely - down 32.0% during 2022, from $1M to $986K. Reported net income was -$465K.
How have Grail Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grail Partners, LLC's sponsor-wide assets grew 29.3%, from $986K to $1M.
Where does Grail Partners, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Grail Partners, LLC 401(k) Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Grail Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cordialsa USA Inc 401(k) Profit Sharing Plan and Trust in TX ($986K, 106 participants).
Which 401(k) plans cover a similar participant headcount to Grail Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 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 593797643.

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.