401(k) · DOL Form 5500 · 2023

Gregory & Associates, PLLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
10
Participants Small participant base
47th
Percentile by assets National rank
$562,610
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gregory & Associates 401-K Profit Sharing Plan · Sponsored by Gregory & Associates, PLLC · Virginia · Professional & Technical Services

$6M in assets, 10 participants

Gregory & Associates, PLLC's Gregory & Associates 401-K Profit Sharing Plan reported $6M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,087 in Professional & Technical Services (20,321 peers)

Gregory & Associates, PLLC multi-year trail

Gregory & Associates, PLLC's plans moved +23.4% in assets from 2022 to 2024; this filing shows Gregory & Associates 401-K Profit Sharing Plan at $6M / 10 participants.

#9,087
in Professional & Technical Services (20,321 peers)
+11.3%
assets growth YoY

Gregory & Associates 401-K Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gregory & Associates 401-K Profit Sharing Plan vs every filed plan by assets

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

$5,626,103 47th percentile higher than 47% 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

Gregory & Associates 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. Gregory & Associates 401-K Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gregory & Associates 401-K Profit Sharing Plan reported net income rose from -$811K in the plan year 2022 filing to $570K in the plan year 2023 filing.
  • Gregory & Associates 401-K Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 540890880 · Gregory & Associates, PLLC PY 2023 · 401(k)

Gregory & Associates 401-K Profit Sharing Plan · $6M · 10 · 47th

  • EIN $6M
  • EIN 10
  • EIN 47th
  • EIN 401(k)
  • EIN near Louisiana Gastroenterology Associates, LLC 401(k) Plan and Trust
  • EIN ind #9087

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 Virginia →

Gregory & Associates 401-K Profit Sharing Plan in the asset neighbourhood

Gregory & Associates 401-K Profit Sharing PlanGregory & Associates 401-K P…$6MLouisiana Gastroenterology Associates, LLC 401(k) Plan and TrustLouisiana Gastroenterology A…$6MRed Shield Insurance Company 401(k) PlanRed Shield Insurance Company…$6MUnited Pf 401(k) Plan$6MLiter's, Inc. 401(k) Plan$6M
End-of-year total assets ($M) among Gregory & Associates 401-K Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gregory & Associates, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Gregory & Associates, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.366175468576476% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.06M $6.24M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 10 $5M
2023 1 10 $6M
2024 1 10 $6M

Gregory & Associates, PLLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$570K
Employer EIN540890880
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Gregory & Associates 401-K Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Gregory & Associates 401-K Profit Sharing Plan, Total assets ($B): 0.005626103 · Participants: 10Gregory & Associates 401-K Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Gregory & Associates 401-K Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Gregory & Associates 401-K Profit Sharing Plan side-by-side with 3 peers →

Gregory & Associates 401-K Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Louisiana Gastroenterology Associates, LLC 401(k) Plan and Trust in LA ($6M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Gregory & Associates 401-K Profit Sharing Plan assets move in 2023? ▼
Gregory & Associates 401-K Profit Sharing Plan grew at a solid clip - up 11.3% during 2023, from $5M to $6M. Reported net income was $570K.
How have Gregory & Associates, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gregory & Associates, PLLC's sponsor-wide assets grew 23.4%, from $5M to $6M.
Which 401(k) plans are similar in size to Gregory & Associates 401-K Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Louisiana Gastroenterology Associates, LLC 401(k) Plan and Trust in LA ($6M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Gregory & Associates 401-K Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 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 540890880.

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.