401(k) · DOL Form 5500 · 2023

Grote Industries, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
213
Participants Below avg headcount
44th
Percentile by assets National rank
$22,814
Avg per participant Low balance/head
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Official DOL plan name: Grote Industries Factory Employees' 401(k) Savings Plan · Sponsored by Grote Industries, LLC · Indiana · Manufacturing

$5M in assets, 213 participants

Grote Industries, LLC's Grote Industries Factory Employees' 401(k) Savings Plan reported $5M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,061 in Manufacturing (18,722 peers)

Coverage in Indiana

Grote Industries Factory Employees' 401(k) Savings Plan covers 213 participants in Indiana, about 39% of the average Indiana filer (state average ~541 per filing). Assets: $5M.

#5,061
in Manufacturing (18,722 peers)
+14.4%
assets growth YoY

Grote Industries Factory Employees' 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Grote Industries Factory Employees' 401(k) Savings Plan vs every filed plan by assets

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

$4,859,370 44th percentile higher than 44% 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

Grote Industries Factory Employees' 401(k) Savings 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 Factory Employees' 401(k) Savings Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grote Industries Factory Employees' 401(k) Savings Plan reported net income rose from -$519K in the plan year 2022 filing to $625K in the plan year 2023 filing.
  • Grote Industries Factory Employees' 401(k) Savings Plan reported participants rose from 182 in the plan year 2022 filing to 213 in the plan year 2023 filing.
  • Grote Industries Factory Employees' 401(k) Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 352001929 · Grote Industries, LLC PY 2023 · 401(k)

Grote Industries Factory Employees' 401(k) Savings Plan · $5M · 213 · 44th

  • NET $5M
  • BOOK 213
  • VS-ST 44th
  • BOY 401(k)
  • SCH near Fremont Beef Company Retirement Savings Plan
  • EBSA ind #5061

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 Factory Employees' 401(k) Savings Plan in the asset neighbourhood

Grote Industries Factory Employees' 401(k) Savings PlanGrote Industries Factory Emp…$5MFremont Beef Company Retirement Savings PlanFremont Beef Company Retirem…$5MEquity 401(k) Plan$5MSumma Rehab Hospital Retirement PlanSumma Rehab Hospital Retirem…$5M403(b) Thrift Plan for Employees of Tioga Opportunities, Inc.403(b) Thrift Plan for Emplo…$5M
End-of-year total assets ($M) among Grote Industries Factory Employees' 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$625K
Employer EIN352001929
Plan Effective Date2011-02-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Grote Industries, LLC)

Sponsor-wide plan assets over time

All Grote Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.9663032192292% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.25M $5.01M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 182 $4M
2023 1 213 $5M
2024 1 234 $5M

Nearby 401(k) Plans in Indiana

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

Grote Industries Factory Employees' 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Grote Industries Factory Employees' 401(k) Savings Plan, Total assets ($B): 0.00485937 · Participants: 213Grote Industries Factory Employees' 401(k) Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Grote Industries Factory Employees' 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Grote Industries Factory Employees' 401(k) Savings Plan side-by-side with 3 peers →

Grote Industries Factory Employees' 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Fremont Beef Company Retirement Savings Plan in NE ($5M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Grote Industries Factory Employees' 401(k) Savings Plan assets move in 2023? ▼
Grote Industries Factory Employees' 401(k) Savings Plan grew at a solid clip - up 14.4% during 2023, from $4M to $5M. Reported net income was $625K.
How have Grote Industries, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grote Industries, LLC's sponsor-wide assets grew 18.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Grote Industries Factory Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fremont Beef Company Retirement Savings Plan in NE ($5M, 300 participants).
Which 401(k) plans cover a similar participant headcount to Grote Industries Factory Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M 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 352001929.

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.