401(k) · DOL Form 5500 · 2023
Grayson Management LLC 401(k) Plan
Data updated 2026-08-25
- $128K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $64,179
- Avg per participant Low balance/head
Official DOL plan name: Grayson Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Grayson Management LLC · Michigan · Finance & Insurance
$128K in assets, 2 participants
Grayson Management LLC's Grayson Management LLC 401(k) Profit Sharing Plan & Trust reported $128K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #402 in Finance & Insurance (8,869 peers)
Grayson Management LLC multi-year trail
Grayson Management LLC's plans moved +310.2% in assets from 2022 to 2024; this filing shows Grayson Management LLC 401(k) Profit Sharing Plan & Trust at $128K / 2 participants.
- #402
- in Finance & Insurance (8,869 peers)
- +64.9%
- assets growth YoY
Grayson Management LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Grayson Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$128,358 8th percentile higher than 8% 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
Grayson Management LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grayson Management LLC 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Grayson Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $78K in the plan year 2022 filing to $128K in the plan year 2023 filing.
- Grayson Management LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $61K in the plan year 2022 filing to $51K in the plan year 2023 filing.
DOL schedule card
Filing strip 823203701 · Grayson Management LLC PY 2023 · 401(k)
Grayson Management LLC 401(k) Profit Sharing Plan & Trust · $128K · 2 · 8th
- VS-ST $128K
- BOY 2
- SCH 8th
- EBSA 401(k)
- PART near Dalston Group, Inc. 401(k) Plan
- TYPE ind #402
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 Michigan →
Grayson Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Grayson Management LLC multi-year asset trail
Sponsor-wide plan assets over time
All Grayson Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $319K 310.18987179157784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $78K |
| 2023 | 1 | 2 | $128K |
| 2024 | 1 | 2 | $319K |
Grayson Management LLC filing trail (2023)
| Total Assets (Beginning of Year) | $78K |
|---|---|
| Net Assets (End of Year) | $128K |
| Net Income | $51K |
| Employer EIN | 823203701 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Grayson Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Dalston Group, Inc. 401(k) Plan in TX ($128K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.