401(k) · DOL Form 5500 · 2023

Gr Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
30th
Percentile by assets National rank
$220,192
Avg per participant Above avg balance/head
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Official DOL plan name: Gr Financial Group, LLC 401(k) Plan · Sponsored by Gr Financial Group, LLC · Arizona · Finance & Insurance

$2M in assets, 9 participants

Gr Financial Group, LLC's Gr Financial Group, LLC 401(k) Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,826 in Finance & Insurance (8,869 peers)

Gr Financial Group, LLC multi-year trail

Gr Financial Group, LLC's plans moved +62.3% in assets from 2022 to 2024; this filing shows Gr Financial Group, LLC 401(k) Plan at $2M / 9 participants.

#1,826
in Finance & Insurance (8,869 peers)
+31.4%
assets growth YoY

Gr Financial Group, LLC 401(k) Plan among the smaller filed plans by assets

Gr Financial Group, LLC 401(k) Plan vs every filed plan by assets

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

$1,981,725 30th percentile higher than 30% 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

Gr Financial Group, LLC 401(k) 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. Gr Financial Group, LLC 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gr Financial Group, LLC 401(k) Plan reported net income rose from -$48K in the plan year 2022 filing to $474K in the plan year 2023 filing.
  • Gr Financial Group, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Gr Financial Group, LLC 401(k) Plan reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 463703245 · Gr Financial Group, LLC PY 2023 · 401(k)

Gr Financial Group, LLC 401(k) Plan · $2M · 9 · 30th

  • PHOTO $2M
  • PHOTO 9
  • PHOTO 30th
  • PHOTO 401(k)
  • PHOTO near Bakers Village Garden Center & 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #1826

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 Arizona →

Gr Financial Group, LLC 401(k) Plan in the asset neighbourhood

Gr Financial Group, LLC 401(k) PlanGr Financial Group, LLC 401(…$2MBakers Village Garden Center & 401(k) Profit Sharing Plan & TrustBakers Village Garden Center…$2MLillie & Co LLC 401(k) Profit Sharing Plan and TrustLillie & Co LLC 401(k) Profi…$2MGross & Klein PC 401(k) Plan$2MJennings Heating & Air Conditioning Co., Inc. 401(k) Profit Sharing PlanJennings Heating & Air Condi…$2M
End-of-year total assets ($M) among Gr Financial Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gr Financial Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Gr Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 62.325305319843885% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.51M $2.45M ▲ +62.3%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 9 $2M
2024 1 8 $2M

Gr Financial Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$474K
Employer EIN463703245
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Gr Financial Group, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Gr Financial Group, LLC 401(k) Plan, Total assets ($B): 0.001981725 · Participants: 9Gr Financial Group, LLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Gr Financial Group, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Gr Financial Group, LLC 401(k) Plan side-by-side with 3 peers →

Gr Financial Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Bakers Village Garden Center & 401(k) Profit Sharing Plan & Trust in OH ($2M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Gr Financial Group, LLC 401(k) Plan assets move in 2023? ▼
Gr Financial Group, LLC 401(k) Plan surged - up 31.4% during 2023, from $2M to $2M. Reported net income was $474K.
How have Gr Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gr Financial Group, LLC's sponsor-wide assets grew 62.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Gr Financial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bakers Village Garden Center & 401(k) Profit Sharing Plan & Trust in OH ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Gr Financial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 463703245.

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.