401(k) · DOL Form 5500 · 2022
Gray & Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 160
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $249,307
- Avg per participant Above avg balance/head
Official DOL plan name: Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) · Sponsored by Gray & Company, Inc. · Louisiana · Finance & Insurance
$40M in assets, 160 participants
Gray & Company, Inc.'s Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) reported $40M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #7,181 in Finance & Insurance (9,261 peers)
Coverage in Louisiana
Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) covers 160 participants in Louisiana, about 32% of the average Louisiana filer (state average ~495 per filing). Assets: $40M.
- #7,181
- in Finance & Insurance (9,261 peers)
- -11.9%
- assets change YoY
- 0.4×
- 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.
Gray & Company, Inc. Pension Plan (a Profit Sharing Plan)'s outsized position by total assets
Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$39,889,052 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Gray & Company, Inc. Pension Plan (a 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. Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) sits mid-pack in the medium band (160 participants).
Published 5500 schedule card
Filing strip 720451229 · Gray & Company, Inc. PY 2022 · 401(k)
Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) · $40M · 160 · 86th
- IND $40M
- EOY 160
- 5500 86th
- ASSETS 401(k)
- PCT near Union Savings Bank 401(k) Plan
- EIN ind #7181
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 Louisiana →
Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$4M |
| Employer EIN | 720451229 |
| Plan Effective Date | 1965-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gray & Company, Inc.)
Sponsor-wide plan assets over time
All Gray & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 18.787195042890463% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $40M |
| 2023 | 1 | 164 | $44M |
| 2024 | 1 | 162 | $47M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Savings Plan of Entergy Corporation and Subsidiaries $3.4B · 11,580
- Ochsner Clinic Foundation 401(k) Plan $1.9B · 23,072
- Amedisys Holding, LLC 401(k) Plan $718M · 20,184
- Louisiana Children's Medical Center Retirement and Savings Plan $716M · 12,675
- Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program $491M · 3,660
Gray & Company, Inc. Pension Plan (a Profit Sharing Plan)'s out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Union Savings Bank 401(k) Plan in OH ($40M); by covered participants it is Apple Care, LLC 401(k) Plan in GA (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Union Savings Bank 401(k) Plan (OH) $40M · 621
- Intercept Pharma 401(k) Plan (NJ) $40M · 352
- Vaa, LLC Profit Sharing Plan (MN) $40M · 209
- The 401(k) Retirement Savings Plan of Broadmoor Hotel, Inc. (CO) $40M · 1,145
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- Apple Care, LLC 401(k) Plan (GA) 160 · 0 off
- Blacktree Healthcare Consulting 401(k) Plan (PA) 160 · 0 off
- The Contractors Retirement Plan (TX) 160 · 0 off
- Hinckley Management Group, LLC 401(k) Plan (OH) 160 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.