401(k) · DOL Form 5500 · 2023

Granite Group Retirement LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
237
Participants Below avg headcount
71st
Percentile by assets National rank
$77,176
Avg per participant Below avg balance/head
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Official DOL plan name: Granite Group 401(k) Pep · Sponsored by Granite Group Retirement LLC · Connecticut · Finance & Insurance

$18M in assets, 237 participants

Granite Group Retirement LLC's Granite Group 401(k) Pep reported $18M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,065 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Granite Group 401(k) Pep covers 237 participants in Connecticut, about 33% of the average Connecticut filer (state average ~718 per filing). Assets: $18M.

#5,065
in Finance & Insurance (8,869 peers)
+17.2%
assets growth YoY

Granite Group 401(k) Pep's outsized position by total assets

Granite Group 401(k) Pep vs every filed plan by assets

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

$18,290,648 Top 29% higher than 71% 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

Granite Group 401(k) Pep 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. Granite Group 401(k) Pep sits mid-pack in the medium band (237 participants).

Plan-year Form 5500 strip

Filing strip 841975097 · Granite Group Retirement LLC PY 2023 · 401(k)

Granite Group 401(k) Pep · $18M · 237 · 71st

  • TYPE $18M
  • NET 237
  • BOOK 71st
  • VS-ST 401(k)
  • BOY near Eos Retirement Plan
  • SCH ind #5065

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Granite Group 401(k) Pep in the asset neighbourhood

Granite Group 401(k) Pep$18MEos Retirement Plan$18MAkrion Technologies, Inc. 401(k) PlanAkrion Technologies, Inc. 40…$18MSofttech Solutions Inc 401(k) Profit Sharing Plan & TrustSofttech Solutions Inc 401(k…$18MIgh Properties, Inc. 401(k) PlanIgh Properties, Inc. 401(k) …$18M
End-of-year total assets ($M) among Granite Group 401(k) Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN841975097
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Granite Group Retirement LLC)

Sponsor-wide plan assets over time

All Granite Group Retirement LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 35.84619201966166% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.6M $21.2M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 139 $16M
2023 1 237 $18M
2024 1 308 $21M

Nearby 401(k) Plans in Connecticut

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

Granite Group 401(k) Pep vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Granite Group 401(k) Pep, Total assets ($B): 0.018290648 · Participants: 237Granite Group 401(k) PepRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Granite Group 401(k) Pep vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Granite Group 401(k) Pep side-by-side with 3 peers →

Granite Group 401(k) Pep's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Eos Retirement Plan in NY ($18M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Granite Group 401(k) Pep assets move in 2023? ▼
Granite Group 401(k) Pep grew sharply - up 17.2% during 2023, from $16M to $18M. Reported net income was $3M.
How have Granite Group Retirement LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Granite Group Retirement LLC's sponsor-wide assets grew 35.8%, from $16M to $21M.
Which 401(k) plans are similar in size to Granite Group 401(k) Pep? ▼
Among 401(k) plans in other states, the closest by assets is Eos Retirement Plan in NY ($18M, 1,670 participants).
Which 401(k) plans cover a similar participant headcount to Granite Group 401(k) Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants, $845K 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 841975097.

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.