401(k) · DOL Form 5500 · 2023

Grappone Mgmt. Co., Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
307
Participants Below avg headcount
80th
Percentile by assets National rank
$104,043
Avg per participant Below avg balance/head
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Official DOL plan name: Grappone Companies 401(k) Plan and Trust · Sponsored by Grappone Mgmt. Co., Inc. · New Hampshire · Retail Trade

$32M in assets, 307 participants

Grappone Mgmt. Co., Inc.'s Grappone Companies 401(k) Plan and Trust reported $32M in total assets and 307 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,436 in Retail Trade (8,414 peers)

Where Grappone Companies 401(k) Plan and Trust sits by assets

Grappone Companies 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $32M for 307 participants (~$104,043/participant), up 21.4% in 2023.

#7,436
in Retail Trade (8,414 peers)
+21.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Grappone Companies 401(k) Plan and Trust's outsized position by total assets

Grappone Companies 401(k) Plan and Trust vs every filed plan by assets

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

$31,941,049 Top 20% higher than 80% 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

Grappone Companies 401(k) Plan and Trust 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. Grappone Companies 401(k) Plan and Trust sits mid-pack in the medium band (307 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grappone Companies 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Grappone Companies 401(k) Plan and Trust end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Grappone Companies 401(k) Plan and Trust reported participants rose from 282 in the plan year 2022 filing to 307 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 020377479 · Grappone Mgmt. Co., Inc. PY 2023 · 401(k)

Grappone Companies 401(k) Plan and Trust · $32M · 307 · 80th

  • IND $32M
  • IND 307
  • IND 80th
  • IND 401(k)
  • IND near A.I. Engineers, Inc. 401(k) Retirement Plan
  • IND ind #7436

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 Retail Trade retirement plans → · Plans in New Hampshire →

Grappone Companies 401(k) Plan and Trust in the asset neighbourhood

Grappone Companies 401(k) Plan and TrustGrappone Companies 401(k) Pl…$32MA.I. Engineers, Inc. 401(k) Retirement PlanA.I. Engineers, Inc. 401(k) …$32MSante Health System Retirement PlanSante Health System Retireme…$32MRadiology Associates of Birmingham, P.C. 401(k) Profit Sharing PlanRadiology Associates of Birm…$32MAlpha Media LLC 401(k) Retirement PlanAlpha Media LLC 401(k) Retir…$32M
End-of-year total assets ($M) among Grappone Companies 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN020377479
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grappone Mgmt. Co., Inc.)

Sponsor-wide plan assets over time

All Grappone Mgmt. Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 35.88911130769909% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.3M $35.8M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 282 $26M
2023 1 307 $32M
2024 1 338 $36M

Nearby 401(k) Plans in New Hampshire

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

Grappone Companies 401(k) Plan and Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants Grappone Companies 401(k) Plan and Trust, Total assets ($M): 31.941049 · Participants: 307Grappone Companies 401(k) Plan and TrustC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Grappone Companies 401(k) Plan and Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Grappone Companies 401(k) Plan and Trust side-by-side with 3 peers →

Grappone Companies 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is A.I. Engineers, Inc. 401(k) Retirement Plan in CT ($32M); by covered participants it is Reliable Heating and Air 401(k) Plan in GA (307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (307 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 Grappone Companies 401(k) Plan and Trust assets move in 2023? ▼
Grappone Companies 401(k) Plan and Trust grew sharply - up 21.4% during 2023, from $26M to $32M. Reported net income was $6M.
How have Grappone Mgmt. Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grappone Mgmt. Co., Inc.'s sponsor-wide assets grew 35.9%, from $26M to $36M.
Where does Grappone Companies 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Grappone Companies 401(k) Plan and Trust ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Grappone Companies 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is A.I. Engineers, Inc. 401(k) Retirement Plan in CT ($32M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Grappone Companies 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Heating and Air 401(k) Plan in GA (307 participants, $5M 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 020377479.

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.