Other · DOL Form 5500 · 2023
Gramly and Associates, Inc Retirement Plan
Data updated 2026-08-25
- $104K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $103,850
- Avg per participant Below avg balance/head
Official DOL plan name: Gramly & Associates Inc Retirement Paln · Sponsored by Gramly and Associates, Inc · Wisconsin · Retail Trade
$104K in assets, 1 participants
Gramly and Associates, Inc's Gramly & Associates Inc Retirement Paln reported $104K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 7th 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.
- #874 in Retail Trade (8,414 peers)
2023 asset change
Gramly & Associates Inc Retirement Paln pulled back noticeably 8.3% in 2023 ($113K → $104K) for 1 participant.
- #874
- in Retail Trade (8,414 peers)
- -8.3%
- assets change YoY
The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gramly & Associates Inc Retirement Paln among the smaller filed plans by assets
Gramly & Associates Inc Retirement Paln vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$103,850 7th percentile higher than 7% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Gramly & Associates Inc Retirement Paln among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gramly & Associates Inc Retirement Paln is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gramly & Associates Inc Retirement Paln reported net income rose from -$17K in the plan year 2022 filing to -$9K in the plan year 2023 filing.
- Gramly & Associates Inc Retirement Paln end-of-year assets fell from $113K in the plan year 2022 filing to $104K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 391819246 · Gramly and Associates, Inc PY 2023 · Other
Gramly & Associates Inc Retirement Paln · $104K · 1 · 7th
- EIN $104K
- EIN 1
- EIN 7th
- EIN Other
- EIN near Youth Advocates of Sitka Inc
- EIN ind #874
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 Retail Trade retirement plans → · Plans in Wisconsin →
Gramly & Associates Inc Retirement Paln in the asset neighbourhood
Gramly and Associates, Inc years around the 2023 move
Sponsor-wide plan assets over time
All Gramly and Associates, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $103K 9.062331676217891% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $113K |
| 2023 | 1 | 1 | $104K |
| 2024 | 1 | 1 | $103K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $113K |
|---|---|
| Net Assets (End of Year) | $104K |
| Net Income | -$9K |
| Employer EIN | 391819246 |
| Plan Effective Date | 1995-05-16 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Gramly & Associates Inc Retirement Paln's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Youth Advocates of Sitka Inc in AK ($102K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- James Nola Investment Trust (FL) 1 · 0 off
- Ap/M 401(k) Plan (IA) 1 · 0 off
- Morrow Valley Ranch Investment Plan (MO) 1 · 0 off
- A. J. Vazquez Urquia Retirement Plan (PR) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.