401(k) · DOL Form 5500 · 2023
Grote Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 237
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $226,218
- Avg per participant Above avg balance/head
Official DOL plan name: Grote Industries Savings 401(k) and Salaried Employees Retirement Plan · Sponsored by Grote Industries, Inc. · Indiana · Manufacturing
$54M in assets, 237 participants
Grote Industries, Inc.'s Grote Industries Savings 401(k) and Salaried Employees Retirement Plan reported $54M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #14,978 in Manufacturing (18,722 peers)
Coverage in Indiana
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan covers 237 participants in Indiana, about 44% of the average Indiana filer (state average ~541 per filing). Assets: $54M.
- #14,978
- in Manufacturing (18,722 peers)
- +26.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan's outsized position by total assets
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$53,613,736 Top 14% higher than 86% 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
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan 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. Grote Industries Savings 401(k) and Salaried Employees Retirement Plan sits mid-pack in the medium band (237 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Grote Industries Savings 401(k) and Salaried Employees Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Grote Industries Savings 401(k) and Salaried Employees Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $54M in the plan year 2023 filing.
- Grote Industries Savings 401(k) and Salaried Employees Retirement Plan reported participants rose from 224 in the plan year 2022 filing to 237 in the plan year 2023 filing.
DOL schedule card
Filing strip 351048175 · Grote Industries, Inc. PY 2023 · 401(k)
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan · $54M · 237 · 86th
- 5500 $54M
- ASSETS 237
- PCT 86th
- EIN 401(k)
- RANK near Ameri-National Corporation 401(k) Plan
- PHOTO ind #14978
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 Indiana →
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $11M |
| Employer EIN | 351048175 |
| Plan Effective Date | 1984-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Grote Industries, Inc.)
Sponsor-wide plan assets over time
All Grote Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 48.011611148110156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 224 | $42M |
| 2023 | 1 | 237 | $54M |
| 2024 | 1 | 356 | $63M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Ameri-National Corporation 401(k) Plan in MO ($54M); 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 ($54M here).
- Ameri-National Corporation 401(k) Plan (MO) $54M · 423
- Tyonek Native Corporation 401(k) Plan (AL) $54M · 1,559
- Access Clinical Partners, LLC 401(k) Plan (GA) $54M · 2,311
- The Northbridge Group Retirement Investment Plan (MA) $54M · 21
Similar participant headcount
Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.
- Precision Document Solutions, Inc. 401(k) Plan (TX) 237 · 0 off
- Gcr, Inc. 401(k) Plan (NC) 237 · 0 off
- Argo Data Resource Corporation 401(k) Plan (TX) 237 · 0 off
- Mirantis, Inc 401(k) Profit Sharing Plan Trust (CA) 237 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.