401(k) · DOL Form 5500 · 2023

Gray & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
164
Participants Small participant base
84th
Percentile by assets National rank
$269,579
Avg per participant High balance/head
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Official DOL plan name: Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) · Sponsored by Gray & Company, Inc. · Louisiana · Finance & Insurance

$44M in assets, 164 participants

Gray & Company, Inc.'s Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) reported $44M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,721 in Finance & Insurance (8,869 peers)

Coverage in Louisiana

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) covers 164 participants in Louisiana, about 33% of the average Louisiana filer (state average ~495 per filing). Assets: $44M.

#6,721
in Finance & Insurance (8,869 peers)
+10.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan)'s outsized position by total assets

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) vs every filed plan by assets

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

$44,210,911 Top 16% higher than 84% 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

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) end-of-year assets rose from $40M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) reported participants rose from 160 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 720451229 · Gray & Company, Inc. PY 2023 · 401(k)

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) · $44M · 164 · 84th

  • TYPE $44M
  • TYPE 164
  • TYPE 84th
  • TYPE 401(k)
  • TYPE near Woodland Mill Hourly 401(k) Plan
  • TYPE ind #6721

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 Louisiana →

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) in the asset neighbourhood

Ferolie Corporation Employees' Savings and Investment PlanFerolie Corporation Employee…$44MGray & Company, Inc. Pension Plan (a Profit Sharing Plan)Gray & Company, Inc. Pension…$44MWoodland Mill Hourly 401(k) PlanWoodland Mill Hourly 401(k) …$44MRealty Income Retirement Savings PlanRealty Income Retirement Sav…$44MSavings Plan for Employees of James Campbell Company LLCSavings Plan for Employees o…$44M
End-of-year total assets ($M) among Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$44M
Net Income$4M
Employer EIN720451229
Plan Effective Date1965-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gray & Company, Inc.)

Sponsor-wide plan assets over time

All Gray & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 18.787195042890463% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $39.9M $47.4M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 160 $40M
2023 1 164 $44M
2024 1 162 $47M

Nearby 401(k) Plans in Louisiana

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

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Gray & Company, Inc. Pension Plan (a Profit Sharing Plan), Total assets ($B): 0.044210911 · Participants: 164Gray & Company, Inc. Pension Plan (a Profit Sharing Plan)Lumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) side-by-side with 3 peers →

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan)'s out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Woodland Mill Hourly 401(k) Plan in ME ($44M); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) assets move in 2023? ▼
Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) grew at a solid clip - up 10.8% during 2023, from $40M to $44M. Reported net income was $4M.
How have Gray & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gray & Company, Inc.'s sponsor-wide assets grew 18.8%, from $40M to $47M.
Where does Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) rank by assets among Form 5500 filers? ▼
Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gray & Company, Inc. Pension Plan (a Profit Sharing Plan)? ▼
Among 401(k) plans in other states, the closest by assets is Woodland Mill Hourly 401(k) Plan in ME ($44M, 365 participants).
Which 401(k) plans cover a similar participant headcount to Gray & Company, Inc. Pension Plan (a Profit Sharing Plan)? ▼
Among 401(k) plans in other states, the closest by covered participants is Daycon Products Company, Inc. 401(k) Plan in MD (164 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 720451229.

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.