Defined Benefit (Pension) · DOL Form 5500 · 2023

Gradall Industries LLC Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
47
Participants Small participant base
71st
Percentile by assets National rank
$399,472
Avg per participant High balance/head
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Official DOL plan name: The Gradall Company Employees' Retirement Plan · Sponsored by Gradall Industries LLC · Texas · Manufacturing

$19M in assets, 47 participants

Gradall Industries LLC's The Gradall Company Employees' Retirement Plan reported $19M in total assets and 47 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.

  • #11,418 in Manufacturing (18,722 peers)

What the 2023 filing shows

The Gradall Company Employees' Retirement Plan holds $19M for 47 participants - about $399,472 per participant, above the median plan by assets.

#11,418
in Manufacturing (18,722 peers)
+2.8%
assets growth YoY

The Gradall Company Employees' Retirement Plan's outsized position by total assets

The Gradall Company Employees' Retirement Plan vs every filed plan by assets

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

$18,775,175 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

The Gradall Company Employees' 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. The Gradall Company Employees' Retirement Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Gradall Company Employees' Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $506K in the plan year 2023 filing.
  • The Gradall Company Employees' Retirement Plan reported participants fell from 51 in the plan year 2022 filing to 47 in the plan year 2023 filing.
  • The Gradall Company Employees' Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742660540 · Gradall Industries LLC PY 2023 · Defined Benefit (Pension)

The Gradall Company Employees' Retirement Plan · $19M · 47 · 71st

  • RANK $19M
  • PHOTO 47
  • IND 71st
  • EOY Defined Benefit (Pension)
  • 5500 near Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan
  • ASSETS ind #11418

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 Texas →

The Gradall Company Employees' Retirement Plan in the asset neighbourhood

Trivium Defined Benefit Plan$19MDestileria Serralles, Inc. Puerto Rico Pension PlanDestileria Serralles, Inc. P…$19MThe Gradall Company Employees' Retirement PlanThe Gradall Company Employee…$19MPension Plan of Metallurg, Inc.Pension Plan of Metallurg, I…$19MHeat and Frost Insulators and Allied Workers Local No. 4 Pension PlanHeat and Frost Insulators an…$19M
End-of-year total assets ($M) among The Gradall Company Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$506K
Employer EIN742660540
Plan Effective Date1983-10-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Gradall Industries LLC)

Sponsor-wide plan assets over time

All Gradall Industries LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 2.8667239833751257% vs 2022
2024 filing year
$17.5M$18M$18.5M$19M 202220232024 $18.3M $17.8M ▼ -2.8%
Year Plans Participants Total Assets
2022 1 51 $18M
2023 1 47 $19M
2024 1 43 $18M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Gradall Company Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Gradall Company Employees' Retirement Plan, Total assets ($B): 0.018775175 · Participants: 47The Gradall Company Employees' Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
The Gradall Company Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare The Gradall Company Employees' Retirement Plan side-by-side with 3 peers →

The Gradall Company Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan in NY ($19M); by covered participants it is First Federal Savings Bank Defined Benefit Plan in IN (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 The Gradall Company Employees' Retirement Plan assets move in 2023? ▼
The Gradall Company Employees' Retirement Plan edged up modestly - up 2.8% during 2023, from $18M to $19M. Reported net income was $506K.
How have Gradall Industries LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gradall Industries LLC's sponsor-wide assets declined 2.9%, from $18M to $18M.
Which Defined Benefit (Pension) plans are similar in size to The Gradall Company Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan in NY ($19M, 76 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Gradall Company Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Federal Savings Bank Defined Benefit Plan in IN (47 participants, $2M 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 742660540.

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.