401(k) · DOL Form 5500 · 2023
Grubb Management, LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 211
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $90,152
- Avg per participant Below avg balance/head
Official DOL plan name: Grubb Management, LLC 401(k) Ps Plan · Sponsored by Grubb Management, LLC · North Carolina · Real Estate
$19M in assets, 211 participants
Grubb Management, LLC's Grubb Management, LLC 401(k) Ps Plan reported $19M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #4,063 in Real Estate (4,727 peers)
Coverage in North Carolina
Grubb Management, LLC 401(k) Ps Plan covers 211 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $19M.
- #4,063
- in Real Estate (4,727 peers)
- +30.7%
- assets growth YoY
Grubb Management, LLC 401(k) Ps Plan's outsized position by total assets
Grubb Management, LLC 401(k) Ps Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,022,009 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Grubb Management, LLC 401(k) Ps 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. Grubb Management, LLC 401(k) Ps Plan sits mid-pack in the medium band (211 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Grubb Management, LLC 401(k) Ps Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Grubb Management, LLC 401(k) Ps Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Grubb Management, LLC 401(k) Ps Plan reported participants rose from 192 in the plan year 2022 filing to 211 in the plan year 2023 filing.
DOL schedule card
Filing strip 561758296 · Grubb Management, LLC PY 2023 · 401(k)
Grubb Management, LLC 401(k) Ps Plan · $19M · 211 · 72nd
- ASSETS $19M
- PCT 211
- EIN 72nd
- RANK 401(k)
- PHOTO near Miraclon Retirement Savings Plan
- IND ind #4063
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 Real Estate retirement plans → · Plans in North Carolina →
Grubb Management, LLC 401(k) Ps Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 561758296 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Grubb Management, LLC)
Sponsor-wide plan assets over time
All Grubb Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 50.722896301269685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 192 | $15M |
| 2023 | 1 | 211 | $19M |
| 2024 | 1 | 216 | $22M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Grubb Management, LLC 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Miraclon Retirement Savings Plan in NY ($19M); by covered participants it is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Miraclon Retirement Savings Plan (NY) $19M · 170
- Ramaco Resources, Inc. 401(k) Plan (KY) $19M · 779
- Harvey Construction Corporation 401(k) Plan (NH) $19M · 70
- J. H. Larson Electrical Company 401(k) Retirement Plan (MN) $19M · 168
Similar participant headcount
Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.
- Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan (OR) 211 · 0 off
- Embrey Management Services, Ltd. 401(k) Plan (TX) 211 · 0 off
- Endeavor Real Estate Group Ltd 401(k) Profit Sharing Plan (TX) 211 · 0 off
- Care/of Retirement Plan (NY) 211 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.