Profit Sharing · DOL Form 5500 · 2023
Gragson, Casiday & Guillory L.L.P. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $199,961
- Avg per participant Above avg balance/head
Official DOL plan name: Gragson, Casiday & Guillory Retirement Plan · Sponsored by Gragson, Casiday & Guillory L.L.P. · Louisiana · Professional & Technical Services
$3M in assets, 14 participants
Gragson, Casiday & Guillory L.L.P.'s Gragson, Casiday & Guillory Retirement Plan reported $3M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,379 in Professional & Technical Services (20,321 peers)
Gragson, Casiday & Guillory L.L.P. multi-year trail
Gragson, Casiday & Guillory L.L.P.'s plans moved +31.8% in assets from 2022 to 2024; this filing shows Gragson, Casiday & Guillory Retirement Plan at $3M / 14 participants.
- #6,379
- in Professional & Technical Services (20,321 peers)
- +5.9%
- assets growth YoY
Gragson, Casiday & Guillory Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Gragson, Casiday & Guillory Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,799,456 35th percentile higher than 35% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Gragson, Casiday & Guillory Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gragson, Casiday & Guillory Retirement Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gragson, Casiday & Guillory Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $155K in the plan year 2023 filing.
- Gragson, Casiday & Guillory Retirement Plan reported participants fell from 16 in the plan year 2022 filing to 14 in the plan year 2023 filing.
- Gragson, Casiday & Guillory Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 720949580 · Gragson, Casiday & Guillory L.L.P. PY 2023 · Profit Sharing
Gragson, Casiday & Guillory Retirement Plan · $3M · 14 · 35th
- PHOTO $3M
- IND 14
- EOY 35th
- 5500 Profit Sharing
- ASSETS near Lufthansa Technik Puerto Rico Savings Plan
- PCT ind #6379
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 Louisiana →
Gragson, Casiday & Guillory Retirement Plan in the asset neighbourhood
Gragson, Casiday & Guillory L.L.P. multi-year asset trail
Sponsor-wide plan assets over time
All Gragson, Casiday & Guillory L.L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 31.818539398510005% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $3M |
| 2023 | 1 | 14 | $3M |
| 2024 | 1 | 13 | $3M |
Gragson, Casiday & Guillory L.L.P. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $155K |
| Employer EIN | 720949580 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Louisiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan $48M · 86
- Lake Charles Memorial Health System Retirement Plan $46M · 2,003
- Plumbers & Steamfitters Local 141 Annuity Plan $13M · 699
- Collegiate Academies 403(b) Plan $11M · 529
- Service Tool Co., LLC Retirement Plan $10M · 95
Gragson, Casiday & Guillory Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Louisiana, the nearest Profit Sharing by assets is Lufthansa Technik Puerto Rico Savings Plan in PR ($3M); by covered participants it is Three Cities Management LLC Retirement Plan in NY (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 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.