Money Purchase · DOL Form 5500 · 2023

Gross Kaplan & Osiol, L.L.C. Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
38th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing · Sponsored by Gross Kaplan & Osiol, L.L.C. · Illinois · Professional & Technical Services

$3M in assets, 3 participants

Gross Kaplan & Osiol, L.L.C.'s Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,093 in Professional & Technical Services (20,321 peers)

Gross Kaplan & Osiol, L.L.C. multi-year trail

Gross Kaplan & Osiol, L.L.C.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing at $3M / 3 participants.

#7,093
in Professional & Technical Services (20,321 peers)
+21.9%
assets growth YoY

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing's mid-pack asset rank among Professional & Technical Services and all filers

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing vs every filed plan by assets

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

$3,452,145 38th percentile higher than 38% 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

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing reported net income rose from -$627K in the plan year 2022 filing to $621K in the plan year 2023 filing.
  • Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 366156412 · Gross Kaplan & Osiol, L.L.C. PY 2023 · Money Purchase

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing · $3M · 3 · 38th

  • EIN $3M
  • EIN 3
  • EIN 38th
  • EIN Money Purchase
  • EIN near Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan
  • EIN ind #7093

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing in the asset neighbourhood

American Lawyers Company Pension Plan and TrustAmerican Lawyers Company Pen…$3MSundown M Ranch Corporation Employees Retirement PlanSundown M Ranch Corporation …$3MGross Kaplan & Osiol, L.L.C. Keogh Profit SharingGross Kaplan & Osiol, L.L.C.…$3MJoseph R. Pozzuolo Assoc., P.C. Money Purchase Pension PlanJoseph R. Pozzuolo Assoc., P…$3MArlene H Markowitz Md Retirement PlanArlene H Markowitz Md Retire…$3M
End-of-year total assets ($M) among Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Gross Kaplan & Osiol, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Gross Kaplan & Osiol, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.40592281261006% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.83M $4.06M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $4M

Gross Kaplan & Osiol, L.L.C. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$621K
Employer EIN366156412
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing, Total assets ($M): 3.452145 · Participants: 3Gross Kaplan & Osiol, L.L.C. Keogh Profit SharingRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings Fund
Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing side-by-side with 3 peers →

Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan in PA ($3M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing assets move in 2023? ▼
Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing grew sharply - up 21.9% during 2023, from $3M to $3M. Reported net income was $621K.
How have Gross Kaplan & Osiol, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gross Kaplan & Osiol, L.L.C.'s sponsor-wide assets grew 43.4%, from $3M to $4M.
Which Money Purchase plans are similar in size to Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing? ▼
Among Money Purchase plans in other states, the closest by assets is Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan in PA ($3M, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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 366156412.

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.