401(k) · DOL Form 5500 · 2023

Gruss & Co., LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
33
Participants Small participant base
70th
Percentile by assets National rank
$523,655
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gruss 401(k) Plan · Sponsored by Gruss & Co., LLC · Florida · Finance & Insurance

$17M in assets, 33 participants

Gruss & Co., LLC's Gruss 401(k) Plan reported $17M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,931 in Finance & Insurance (8,869 peers)

Gruss & Co., LLC multi-year trail

Gruss & Co., LLC's plans moved +51.1% in assets from 2022 to 2024; this filing shows Gruss 401(k) Plan at $17M / 33 participants.

#4,931
in Finance & Insurance (8,869 peers)
+26.1%
assets growth YoY

Gruss 401(k) Plan's outsized position by total assets

Gruss 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,280,619 Top 30% higher than 70% of 127,068 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 2023

Gruss 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gruss 401(k) Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gruss 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Gruss 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132814116 · Gruss & Co., LLC PY 2023 · 401(k)

Gruss 401(k) Plan · $17M · 33 · 70th

  • SCH $17M
  • EBSA 33
  • PART 70th
  • TYPE 401(k)
  • NET near Gwtt 401(k) Plan
  • BOOK ind #4931

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 Florida →

Gruss 401(k) Plan in the asset neighbourhood

Gruss 401(k) Plan$17MGwtt 401(k) Plan$17MPalm Springs Motors 401(k) Plan & TrustPalm Springs Motors 401(k) P…$17MSolidifi 401(k) Plan$17MEbenezer Society 403b Thrift PlanEbenezer Society 403b Thrift…$17M
End-of-year total assets ($M) among Gruss 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gruss & Co., LLC multi-year asset trail

Sponsor-wide plan assets over time

All Gruss & Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 51.11504298172045% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.7M $20.7M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 33 $14M
2023 1 33 $17M
2024 1 36 $21M

Gruss & Co., LLC filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN132814116
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Gruss 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Gruss 401(k) Plan, Total assets ($B): 0.017280619 · Participants: 33Gruss 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Gruss 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Gruss 401(k) Plan side-by-side with 3 peers →

Gruss 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Gwtt 401(k) Plan in NJ ($17M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gruss 401(k) Plan assets move in 2023? ▼
Gruss 401(k) Plan grew sharply - up 26.1% during 2023, from $14M to $17M. Reported net income was $4M.
How have Gruss & Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gruss & Co., LLC's sponsor-wide assets grew 51.1%, from $14M to $21M.
Which 401(k) plans are similar in size to Gruss 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gwtt 401(k) Plan in NJ ($17M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Gruss 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132814116.

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.