401(k) · DOL Form 5500 · 2023

Grote Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
192
Participants Below avg headcount
64th
Percentile by assets National rank
$65,938
Avg per participant Below avg balance/head
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Official DOL plan name: Grote Enterprises, LLC Retirement Savings Plan · Sponsored by Grote Enterprises, LLC · Ohio · Manufacturing

$13M in assets, 192 participants

Grote Enterprises, LLC's Grote Enterprises, LLC Retirement Savings Plan reported $13M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,590 in Manufacturing (18,722 peers)

Coverage in Ohio

Grote Enterprises, LLC Retirement Savings Plan covers 192 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $13M.

#9,590
in Manufacturing (18,722 peers)
+4.2%
assets growth YoY

Grote Enterprises, LLC Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Grote Enterprises, LLC Retirement Savings Plan vs every filed plan by assets

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

$12,660,039 Top 36% higher than 64% 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

Grote Enterprises, LLC Retirement Savings 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. Grote Enterprises, LLC Retirement Savings Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grote Enterprises, LLC Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $507K in the plan year 2023 filing.
  • Grote Enterprises, LLC Retirement Savings Plan reported participants rose from 171 in the plan year 2022 filing to 192 in the plan year 2023 filing.
  • Grote Enterprises, LLC Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311575000 · Grote Enterprises, LLC PY 2023 · 401(k)

Grote Enterprises, LLC Retirement Savings Plan · $13M · 192 · 64th

  • NET $13M
  • BOOK 192
  • VS-ST 64th
  • BOY 401(k)
  • SCH near Swimwear Anywhere, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #9590

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 Manufacturing retirement plans → · Plans in Ohio →

Grote Enterprises, LLC Retirement Savings Plan in the asset neighbourhood

Grote Enterprises, LLC Retirement Savings PlanGrote Enterprises, LLC Retir…$13MSwimwear Anywhere, Inc. 401(k) Profit Sharing PlanSwimwear Anywhere, Inc. 401(…$13MRaven Defense Corporation 401(k) PlanRaven Defense Corporation 40…$13MBechtel Nr Program Capital Accumulation PlanBechtel Nr Program Capital A…$13MCameron Manufacturing and Design, Inc. Profit Sharing 401(k) PlanCameron Manufacturing and De…$13M
End-of-year total assets ($M) among Grote Enterprises, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$507K
Employer EIN311575000
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grote Enterprises, LLC)

Sponsor-wide plan assets over time

All Grote Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 24.84855725794587% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12.2M $15.2M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 171 $12M
2023 1 192 $13M
2024 1 212 $15M

Nearby 401(k) Plans in Ohio

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

Grote Enterprises, LLC Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Grote Enterprises, LLC Retirement Savings Plan, Total assets ($B): 0.012660039 · Participants: 192Grote Enterprises, LLC Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Grote Enterprises, LLC Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Grote Enterprises, LLC Retirement Savings Plan side-by-side with 3 peers →

Grote Enterprises, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Swimwear Anywhere, Inc. 401(k) Profit Sharing Plan in NY ($13M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Grote Enterprises, LLC Retirement Savings Plan assets move in 2023? ▼
Grote Enterprises, LLC Retirement Savings Plan edged up modestly - up 4.2% during 2023, from $12M to $13M. Reported net income was $507K.
How have Grote Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grote Enterprises, LLC's sponsor-wide assets grew 24.8%, from $12M to $15M.
Which 401(k) plans are similar in size to Grote Enterprises, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swimwear Anywhere, Inc. 401(k) Profit Sharing Plan in NY ($13M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Grote Enterprises, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 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 311575000.

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.