401(k) · DOL Form 5500 · 2023

Gruendel Associates PC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
27
Participants Small participant base
26th
Percentile by assets National rank
$48,796
Avg per participant Low balance/head
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Official DOL plan name: Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust · Sponsored by Gruendel Associates PC · Pennsylvania · Healthcare & Social Assistance

$1M in assets, 27 participants

Gruendel Associates PC's Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,998 in Healthcare & Social Assistance (17,684 peers)

Gruendel Associates PC multi-year trail

Gruendel Associates PC's plans moved +22.8% in assets from 2022 to 2024; this filing shows Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust at $1M / 27 participants.

#3,998
in Healthcare & Social Assistance (17,684 peers)
+9.7%
assets growth YoY

Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,317,502 26th percentile higher than 26% 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

Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust reported net income rose from -$186K in the plan year 2022 filing to $117K in the plan year 2023 filing.
  • Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust reported participants rose from 26 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251202359 · Gruendel Associates PC PY 2023 · 401(k)

Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust · $1M · 27 · 26th

  • VS-ST $1M
  • BOY 27
  • SCH 26th
  • EBSA 401(k)
  • PART near Stafford Juneau Holdings, Inc. Profit Sharing Plan
  • TYPE ind #3998

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 Pennsylvania →

Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Gruendel & Associates PC 401(k) Profit Sharing Plan & TrustGruendel & Associates PC 401…$1MStafford Juneau Holdings, Inc. Profit Sharing PlanStafford Juneau Holdings, In…$1MColonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & TrustColonial Oaks Senior Living …$1MVisioncor Solutions, Inc. Retirement PlanVisioncor Solutions, Inc. Re…$1MSamaki Inc 401(k) Profit Sharing Plan & TrustSamaki Inc 401(k) Profit Sha…$1M
End-of-year total assets ($M) among Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gruendel Associates PC multi-year asset trail

Sponsor-wide plan assets over time

All Gruendel Associates PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.79799220003365% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.2M $1.47M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 26 $1M
2023 1 27 $1M
2024 1 27 $1M

Gruendel Associates PC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$117K
Employer EIN251202359
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001317502 · Participants: 27Gruendel & Associates PC 401(k) Profit Sharing Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Stafford Juneau Holdings, Inc. Profit Sharing Plan in TX ($1M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 9.7% during 2023, from $1M to $1M. Reported net income was $117K.
How have Gruendel Associates PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gruendel Associates PC's sponsor-wide assets grew 22.8%, from $1M to $1M.
Which 401(k) plans are similar in size to Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Stafford Juneau Holdings, Inc. Profit Sharing Plan in TX ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants, N/A 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 251202359.

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.