401(k) · DOL Form 5500 · 2023

Oscar Gruss & Son Incorporated 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
21
Participants Small participant base
42nd
Percentile by assets National rank
$213,227
Avg per participant Above avg balance/head
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Official DOL plan name: Oscar Gruss & Son Incorporated 401(k) Plan · Sponsored by Oscar Gruss & Son Incorporated · New York · Finance & Insurance

$4M in assets, 21 participants

Oscar Gruss & Son Incorporated's Oscar Gruss & Son Incorporated 401(k) Plan reported $4M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,631 in Finance & Insurance (8,869 peers)

Oscar Gruss & Son Incorporated multi-year trail

Oscar Gruss & Son Incorporated's plans moved +59.0% in assets from 2022 to 2024; this filing shows Oscar Gruss & Son Incorporated 401(k) Plan at $4M / 21 participants.

#2,631
in Finance & Insurance (8,869 peers)
+33.4%
assets growth YoY

Oscar Gruss & Son Incorporated 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Oscar Gruss & Son Incorporated 401(k) Plan vs every filed plan by assets

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

$4,477,759 42nd percentile higher than 42% 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

Oscar Gruss & Son Incorporated 401(k) 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. Oscar Gruss & Son Incorporated 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oscar Gruss & Son Incorporated 401(k) Plan reported net income rose from -$865K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Oscar Gruss & Son Incorporated 401(k) Plan reported participants fell from 33 in the plan year 2022 filing to 21 in the plan year 2023 filing.
  • Oscar Gruss & Son Incorporated 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 132913779 · Oscar Gruss & Son Incorporated PY 2023 · 401(k)

Oscar Gruss & Son Incorporated 401(k) Plan · $4M · 21 · 42nd

  • IND $4M
  • EOY 21
  • 5500 42nd
  • ASSETS 401(k)
  • PCT near Medical Assets Holding Company, LLC 401(k) Profit Sharing Trust
  • EIN ind #2631

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 New York →

Oscar Gruss & Son Incorporated 401(k) Plan in the asset neighbourhood

Oscar Gruss & Son Incorporated 401(k) PlanOscar Gruss & Son Incorporat…$4MMedical Assets Holding Company, LLC 401(k) Profit Sharing TrustMedical Assets Holding Compa…$4MThe Pepin Academies, Inc. 401(k) PlanThe Pepin Academies, Inc. 40…$4MHero Home Services 401(k) PlanHero Home Services 401(k) Pl…$4MWildfire Defense Systems 401(k) PlanWildfire Defense Systems 401…$4M
End-of-year total assets ($M) among Oscar Gruss & Son Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oscar Gruss & Son Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Oscar Gruss & Son Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$5M 58.97036392669034% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.36M $5.34M ▲ +58.9%
Year Plans Participants Total Assets
2022 1 33 $3M
2023 1 21 $4M
2024 1 21 $5M

Oscar Gruss & Son Incorporated filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN132913779
Plan Effective Date1980-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Oscar Gruss & Son Incorporated 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Oscar Gruss & Son Incorporated 401(k) Plan, Total assets ($B): 0.004477759 · Participants: 21Oscar Gruss & Son Incorporated 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Oscar Gruss & Son Incorporated 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Oscar Gruss & Son Incorporated 401(k) Plan side-by-side with 3 peers →

Oscar Gruss & Son Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Medical Assets Holding Company, LLC 401(k) Profit Sharing Trust in AR ($4M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Oscar Gruss & Son Incorporated 401(k) Plan assets move in 2023? ▼
Oscar Gruss & Son Incorporated 401(k) Plan surged - up 33.4% during 2023, from $3M to $4M. Reported net income was $1M.
How have Oscar Gruss & Son Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oscar Gruss & Son Incorporated's sponsor-wide assets grew 59.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Oscar Gruss & Son Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medical Assets Holding Company, LLC 401(k) Profit Sharing Trust in AR ($4M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Oscar Gruss & Son Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 132913779.

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.