Defined Benefit (Pension) · DOL Form 5500 · 2022

Anthony Grant, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$516,717
Avg per participant High balance/head
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Official DOL plan name: Anthony Grant, Inc. Retirement Plan · Sponsored by Anthony Grant, Inc. · New York · Wholesale Trade

$1M in assets, 2 participants

Anthony Grant, Inc.'s Anthony Grant, Inc. Retirement Plan reported $1M in total assets and 2 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.

  • #990 in Wholesale Trade (6,843 peers)

Anthony Grant, Inc. multi-year trail

Anthony Grant, Inc.'s plans moved +45.7% in assets from 2022 to 2024; this filing shows Anthony Grant, Inc. Retirement Plan at $1M / 2 participants.

#990
in Wholesale Trade (6,843 peers)
-17.5%
assets change YoY

The plan reported a net loss of $218K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Anthony Grant, Inc. Retirement Plan among the smaller filed plans by assets

Anthony Grant, Inc. Retirement Plan vs every filed plan by assets

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

$1,033,433 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

Anthony Grant, Inc. Retirement 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. Anthony Grant, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 134001644 · Anthony Grant, Inc. PY 2022 · Defined Benefit (Pension)

Anthony Grant, Inc. Retirement Plan · $1M · 2 · 25th

  • 5500 $1M
  • ASSETS 2
  • PCT 25th
  • EIN Defined Benefit (Pension)
  • RANK near Steelhead Medical Pension Plan
  • PHOTO ind #990

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 Wholesale Trade retirement plans → · Plans in New York →

Anthony Grant, Inc. Retirement Plan in the asset neighbourhood

Edgewater Rocket Science Music Inc Defined Benefit Pension PlanEdgewater Rocket Science Mus…$1MAnthony Grant, Inc. Retirement PlanAnthony Grant, Inc. Retireme…$1MSteelhead Medical Pension PlanSteelhead Medical Pension Pl…$1MAdvanced Analysis Associates Defined Benefit Pension PlanAdvanced Analysis Associates…$1MWorldwide Contractors Management Cash Balance PlanWorldwide Contractors Manage…$1M
End-of-year total assets ($M) among Anthony Grant, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Anthony Grant, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Anthony Grant, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.720622430288174% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.03M $1.51M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $2M

Anthony Grant, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$218K
Employer EIN134001644
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Anthony Grant, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Anthony Grant, Inc. Retirement Plan, Total assets ($B): 0.001033433 · Participants: 2Anthony Grant, Inc. Retirement PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Anthony Grant, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Anthony Grant, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Steelhead Medical Pension Plan in ID ($1M); by covered participants it is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (2 participants). Same-state nearby plans are listed separately above.

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 Anthony Grant, Inc. Retirement Plan assets move in 2022?
Anthony Grant, Inc. Retirement Plan declined sharply - down 17.5% during 2022, from $1M to $1M. Reported net income was -$218K.
How have Anthony Grant, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Anthony Grant, Inc.'s sponsor-wide assets grew 45.7%, from $1M to $2M.
Where does Anthony Grant, Inc. Retirement Plan rank by assets among Form 5500 filers?
Anthony Grant, Inc. Retirement 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 Defined Benefit (Pension) plans are similar in size to Anthony Grant, Inc. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Steelhead Medical Pension Plan in ID ($1M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Anthony Grant, Inc. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (2 participants, $3M in assets).