401(k) · DOL Form 5500 · 2023

Michael & Grubert, P. C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$583,347
Avg per participant High balance/head
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Official DOL plan name: Michael & Grubert, P.C. Retirement Plan · Sponsored by Michael & Grubert, P. C. · Massachusetts · Professional & Technical Services

$2M in assets, 3 participants

Michael & Grubert, P. C.'s Michael & Grubert, P.C. Retirement Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,002 in Professional & Technical Services (20,321 peers)

Michael & Grubert, P. C. multi-year trail

Michael & Grubert, P. C.'s plans moved +37.4% in assets from 2022 to 2024; this filing shows Michael & Grubert, P.C. Retirement Plan at $2M / 3 participants.

#5,002
in Professional & Technical Services (20,321 peers)
+30.2%
assets growth YoY

Michael & Grubert, P.C. Retirement Plan among the smaller filed plans by assets

Michael & Grubert, P.C. Retirement Plan vs every filed plan by assets

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

$1,750,041 29th percentile higher than 29% 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

Michael & Grubert, P.C. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael & Grubert, P.C. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michael & Grubert, P.C. Retirement Plan reported net income rose from -$96K in the plan year 2022 filing to $312K in the plan year 2023 filing.
  • Michael & Grubert, P.C. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201184700 · Michael & Grubert, P. C. PY 2023 · 401(k)

Michael & Grubert, P.C. Retirement Plan · $2M · 3 · 29th

  • PHOTO $2M
  • IND 3
  • EOY 29th
  • 5500 401(k)
  • ASSETS near Kaizen Auto Group 401(k) Plan
  • PCT ind #5002

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 Massachusetts →

Michael & Grubert, P.C. Retirement Plan in the asset neighbourhood

Michael & Grubert, P.C. Retirement PlanMichael & Grubert, P.C. Reti…$2MKaizen Auto Group 401(k) Plan$2M10k Properties Retirement Plan10k Properties Retirement Pl…$2MK & G Petroleum, LLC 401(k) PlanK & G Petroleum, LLC 401(k) …$2MCrane, Simon, Clar & Goodman Profit Sharing Plan and TrustCrane, Simon, Clar & Goodman…$2M
End-of-year total assets ($M) among Michael & Grubert, P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michael & Grubert, P. C. multi-year asset trail

Sponsor-wide plan assets over time

All Michael & Grubert, P. C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 37.37426934515176% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.34M $1.85M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $2M
2024 2 6 $2M

Michael & Grubert, P. C. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$312K
Employer EIN201184700
Plan Effective Date2011-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Michael & Grubert, P.C. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Michael & Grubert, P.C. Retirement Plan, Total assets ($B): 0.001750041 · Participants: 3Michael & Grubert, P.C. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Michael & Grubert, P.C. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Michael & Grubert, P.C. Retirement Plan side-by-side with 3 peers →

Michael & Grubert, P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kaizen Auto Group 401(k) Plan in CA ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Michael & Grubert, P.C. Retirement Plan assets move in 2023? ▼
Michael & Grubert, P.C. Retirement Plan surged - up 30.2% during 2023, from $1M to $2M. Reported net income was $312K.
How have Michael & Grubert, P. C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael & Grubert, P. C.'s sponsor-wide assets grew 37.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Michael & Grubert, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaizen Auto Group 401(k) Plan in CA ($2M, 398 participants).
Which 401(k) plans cover a similar participant headcount to Michael & Grubert, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 201184700.

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.