401(k) · DOL Form 5500 · 2023

Julian & Grube, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
47
Participants Small participant base
56th
Percentile by assets National rank
$190,423
Avg per participant Above avg balance/head
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Official DOL plan name: Julian & Grube, Inc. Profit Sharing 401(k) Plan · Sponsored by Julian & Grube, Inc. · Ohio · Professional & Technical Services

$9M in assets, 47 participants

Julian & Grube, Inc.'s Julian & Grube, Inc. Profit Sharing 401(k) Plan reported $9M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,097 in Professional & Technical Services (20,321 peers)

Julian & Grube, Inc. multi-year trail

Julian & Grube, Inc.'s plans moved +110.4% in assets from 2022 to 2024; this filing shows Julian & Grube, Inc. Profit Sharing 401(k) Plan at $9M / 47 participants.

#11,097
in Professional & Technical Services (20,321 peers)
+48.4%
assets growth YoY

Julian & Grube, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Julian & Grube, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$8,949,870 Top 44% higher than 56% 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

Julian & Grube, Inc. Profit Sharing 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. Julian & Grube, Inc. Profit Sharing 401(k) Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Julian & Grube, Inc. Profit Sharing 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Julian & Grube, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Julian & Grube, Inc. Profit Sharing 401(k) Plan reported participants rose from 44 in the plan year 2022 filing to 47 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311440367 · Julian & Grube, Inc. PY 2023 · 401(k)

Julian & Grube, Inc. Profit Sharing 401(k) Plan · $9M · 47 · 56th

  • EIN $9M
  • RANK 47
  • PHOTO 56th
  • IND 401(k)
  • EOY near Holland Colours Americas Inc. 401(k) Plan
  • 5500 ind #11097

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Julian & Grube, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Julian & Grube, Inc. Profit Sharing 401(k) PlanJulian & Grube, Inc. Profit …$9MHolland Colours Americas Inc. 401(k) PlanHolland Colours Americas Inc…$9MInternational Union of Operating Engineers Local 95, 95a, 950 401(k) PlanInternational Union of Opera…$9MUm Holdings Ltd/Gym Source 401(k) PlanUm Holdings Ltd/Gym Source 4…$9MIsland Primary Medical Care as 401(k) Profit Sharing Plan & TrustIsland Primary Medical Care …$9M
End-of-year total assets ($M) among Julian & Grube, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Julian & Grube, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Julian & Grube, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 110.41544444862556% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.03M $12.7M ▲ +110.4%
Year Plans Participants Total Assets
2022 1 44 $6M
2023 1 47 $9M
2024 1 45 $13M

Julian & Grube, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN311440367
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Julian & Grube, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Julian & Grube, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.00894987 · Participants: 47Julian & Grube, Inc. Profit Sharing 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Julian & Grube, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Julian & Grube, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Julian & Grube, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Holland Colours Americas Inc. 401(k) Plan in IN ($9M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Julian & Grube, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Julian & Grube, Inc. Profit Sharing 401(k) Plan surged - up 48.4% during 2023, from $6M to $9M. Reported net income was $3M.
How have Julian & Grube, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Julian & Grube, Inc.'s sponsor-wide assets grew 110.4%, from $6M to $13M.
Which 401(k) plans are similar in size to Julian & Grube, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holland Colours Americas Inc. 401(k) Plan in IN ($9M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Julian & Grube, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants, $1M 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 311440367.

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.