401(k) · DOL Form 5500 · 2023

Groom & Cave, LLP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
9
Participants Small participant base
52nd
Percentile by assets National rank
$820,263
Avg per participant High balance/head
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Official DOL plan name: Groom & Cave, LLP 401(k) Profit Sharing Plan · Sponsored by Groom & Cave, LLP · California · Professional & Technical Services

$7M in assets, 9 participants

Groom & Cave, LLP's Groom & Cave, LLP 401(k) Profit Sharing Plan reported $7M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,263 in Professional & Technical Services (20,321 peers)

Groom & Cave, LLP multi-year trail

Groom & Cave, LLP's plans moved +51.5% in assets from 2022 to 2024; this filing shows Groom & Cave, LLP 401(k) Profit Sharing Plan at $7M / 9 participants.

#10,263
in Professional & Technical Services (20,321 peers)
+26.5%
assets growth YoY

Groom & Cave, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Groom & Cave, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,382,365 Top 48% higher than 52% 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

Groom & Cave, LLP 401(k) Profit Sharing 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. Groom & Cave, LLP 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Groom & Cave, LLP 401(k) Profit Sharing Plan reported net income rose from -$950K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Groom & Cave, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770185200 · Groom & Cave, LLP PY 2023 · 401(k)

Groom & Cave, LLP 401(k) Profit Sharing Plan · $7M · 9 · 52nd

  • SCH $7M
  • SCH 9
  • SCH 52nd
  • SCH 401(k)
  • SCH near Mcentire Produce, Inc. Profit Sharing & 401(k) Plan
  • SCH ind #10263

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 California →

Groom & Cave, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Groom & Cave, LLP 401(k) Profit Sharing PlanGroom & Cave, LLP 401(k) Pro…$7MMcentire Produce, Inc. Profit Sharing & 401(k) PlanMcentire Produce, Inc. Profi…$7MCubicpv, Inc.$7MAduro 401(k) Plan$7MEurostampa 401(k) Plan$7M
End-of-year total assets ($M) among Groom & Cave, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Groom & Cave, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Groom & Cave, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 51.458571931516715% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.84M $8.84M ▲ +51.4%
Year Plans Participants Total Assets
2022 1 9 $6M
2023 1 9 $7M
2024 1 11 $9M

Groom & Cave, LLP filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN770185200
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Groom & Cave, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Groom & Cave, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.007382365 · Participants: 9Groom & Cave, LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Groom & Cave, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Groom & Cave, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Groom & Cave, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mcentire Produce, Inc. Profit Sharing & 401(k) Plan in SC ($7M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Groom & Cave, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Groom & Cave, LLP 401(k) Profit Sharing Plan grew sharply - up 26.5% during 2023, from $6M to $7M. Reported net income was $2M.
How have Groom & Cave, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Groom & Cave, LLP's sponsor-wide assets grew 51.5%, from $6M to $9M.
Which 401(k) plans are similar in size to Groom & Cave, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcentire Produce, Inc. Profit Sharing & 401(k) Plan in SC ($7M, 385 participants).
Which 401(k) plans cover a similar participant headcount to Groom & Cave, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 770185200.

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.