401(k) · DOL Form 5500 · 2023

Grokhalov Family Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$949K
Total assets Small plan by assets
20
Participants Small participant base
23rd
Percentile by assets National rank
$47,426
Avg per participant Low balance/head
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Official DOL plan name: Grokhalov Family Ventures, Inc. Retirement Plan · Sponsored by Grokhalov Family Ventures, Inc. · North Carolina · Healthcare & Social Assistance

$949K in assets, 20 participants

Grokhalov Family Ventures, Inc.'s Grokhalov Family Ventures, Inc. Retirement Plan reported $949K in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,340 in Healthcare & Social Assistance (17,684 peers)

Grokhalov Family Ventures, Inc. multi-year trail

Grokhalov Family Ventures, Inc.'s plans moved +49.2% in assets from 2022 to 2024; this filing shows Grokhalov Family Ventures, Inc. Retirement Plan at $949K / 20 participants.

#3,340
in Healthcare & Social Assistance (17,684 peers)
+25.6%
assets growth YoY

Grokhalov Family Ventures, Inc. Retirement Plan among the smaller filed plans by assets

Grokhalov Family Ventures, Inc. Retirement Plan vs every filed plan by assets

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

$948,517 23rd percentile higher than 23% 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

Grokhalov Family Ventures, Inc. Retirement 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. Grokhalov Family Ventures, Inc. Retirement Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grokhalov Family Ventures, Inc. Retirement Plan reported net income fell from $333K in the plan year 2022 filing to $193K in the plan year 2023 filing.
  • Grokhalov Family Ventures, Inc. Retirement Plan end-of-year assets rose from $755K in the plan year 2022 filing to $949K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463224549 · Grokhalov Family Ventures, Inc. PY 2023 · 401(k)

Grokhalov Family Ventures, Inc. Retirement Plan · $949K · 20 · 23rd

  • 5500 $949K
  • 5500 20
  • 5500 23rd
  • 5500 401(k)
  • 5500 near Peter J. Campbell, Md, PC Safe Harbor 401(k) Plan
  • 5500 ind #3340

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Grokhalov Family Ventures, Inc. Retirement Plan in the asset neighbourhood

Grokhalov Family Ventures, Inc. Retirement PlanGrokhalov Family Ventures, I…$949KPeter J. Campbell, Md, PC Safe Harbor 401(k) PlanPeter J. Campbell, Md, PC Sa…$948KWellzen Corp. 401(k) Plan$949KAndy's Precision Seal & Stripe, 401(k) PlanAndy's Precision Seal & Stri…$948KRosebud Restaurants, Inc. 401(k) PlanRosebud Restaurants, Inc. 40…$949K
End-of-year total assets ($M) among Grokhalov Family Ventures, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Grokhalov Family Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Grokhalov Family Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 49.17158242986594% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.76M $1.13M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 20 $755K
2023 1 20 $949K
2024 1 22 $1M

Grokhalov Family Ventures, Inc. filing trail (2023)

Total Assets (Beginning of Year)$755K
Net Assets (End of Year)$949K
Net Income$193K
Employer EIN463224549
Plan Effective Date2013-07-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Grokhalov Family Ventures, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Grokhalov Family Ventures, Inc. Retirement Plan, Total assets ($B): 0.000948517 · Participants: 20Grokhalov Family Ventures, Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Grokhalov Family Ventures, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Grokhalov Family Ventures, Inc. Retirement Plan side-by-side with 3 peers →

Grokhalov Family Ventures, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Peter J. Campbell, Md, PC Safe Harbor 401(k) Plan in AZ ($948K); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($949K here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Grokhalov Family Ventures, Inc. Retirement Plan assets move in 2023? ▼
Grokhalov Family Ventures, Inc. Retirement Plan grew sharply - up 25.6% during 2023, from $755K to $949K. Reported net income was $193K.
How have Grokhalov Family Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grokhalov Family Ventures, Inc.'s sponsor-wide assets grew 49.2%, from $755K to $1M.
Where does Grokhalov Family Ventures, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Grokhalov Family Ventures, Inc. Retirement Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Grokhalov Family Ventures, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peter J. Campbell, Md, PC Safe Harbor 401(k) Plan in AZ ($948K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Grokhalov Family Ventures, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 463224549.

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.