Profit Sharing · DOL Form 5500 · 2023

Dahl & Groezinger Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
17
Participants Small participant base
55th
Percentile by assets National rank
$496,793
Avg per participant High balance/head
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Official DOL plan name: Dahl & Groezinger, Inc. Profit Sharing Plan · Sponsored by Dahl & Groezinger · Kentucky · Wholesale Trade

$8M in assets, 17 participants

Dahl & Groezinger's Dahl & Groezinger, Inc. Profit Sharing Plan reported $8M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,876 in Wholesale Trade (6,309 peers)

Dahl & Groezinger multi-year trail

Dahl & Groezinger's plans moved +19.7% in assets from 2022 to 2024; this filing shows Dahl & Groezinger, Inc. Profit Sharing Plan at $8M / 17 participants.

#2,876
in Wholesale Trade (6,309 peers)
+12.2%
assets growth YoY

Dahl & Groezinger, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Dahl & Groezinger, Inc. Profit Sharing Plan vs every filed plan by assets

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

$8,445,482 Top 45% higher than 55% 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

Dahl & Groezinger, Inc. Profit Sharing 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. Dahl & Groezinger, Inc. Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dahl & Groezinger, Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $919K in the plan year 2023 filing.
  • Dahl & Groezinger, Inc. Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Dahl & Groezinger, Inc. Profit Sharing Plan reported participants fell from 18 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610608053 · Dahl & Groezinger PY 2023 · Profit Sharing

Dahl & Groezinger, Inc. Profit Sharing Plan · $8M · 17 · 55th

  • PHOTO $8M
  • IND 17
  • EOY 55th
  • 5500 Profit Sharing
  • ASSETS near Carrion, Laffitte & Cassellas, Inc. Retirement Plan
  • PCT ind #2876

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 Wholesale Trade retirement plans → · Plans in Kentucky →

Dahl & Groezinger, Inc. Profit Sharing Plan in the asset neighbourhood

Dahl & Groezinger, Inc. Profit Sharing PlanDahl & Groezinger, Inc. Prof…$8MCarrion, Laffitte & Cassellas, Inc. Retirement PlanCarrion, Laffitte & Cassella…$8MThe Kendal Corporation 401(a) PlanThe Kendal Corporation 401(a…$8MRomar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & TrustRomar Sunset Lls 401(k) Plan…$8MNewport Sales, Inc./M&h Cosmetics, Inc. Profit Sharing PlanNewport Sales, Inc./M&h Cosm…$8M
End-of-year total assets ($M) among Dahl & Groezinger, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Dahl & Groezinger multi-year asset trail

Sponsor-wide plan assets over time

All Dahl & Groezinger plans reported in each filing year

Latest sponsor-wide plan assets
$9M 19.739381854648634% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.53M $9.01M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 18 $8M
2023 1 17 $8M
2024 1 18 $9M

Dahl & Groezinger filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$919K
Employer EIN610608053
Plan Effective Date1982-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Dahl & Groezinger, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Dahl & Groezinger, Inc. Profit Sharing Plan, Total assets ($B): 0.008445482 · Participants: 17Dahl & Groezinger, Inc. Profit Sharing PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.614894735 · Participants: 28336Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.279364442 · Participants: 1293IBEW Local 150 Supplemental Pension FundCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.08314617 · Participants: 2989Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.043440542 · Participants: 540Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.037148236 · Participants: 215Ball Homes, LLC Retirement Plan
Dahl & Groezinger, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Dahl & Groezinger, Inc. Profit Sharing Plan side-by-side with 3 peers →

Dahl & Groezinger, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Carrion, Laffitte & Cassellas, Inc. Retirement Plan in PR ($8M); by covered participants it is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Dahl & Groezinger, Inc. Profit Sharing Plan assets move in 2023? ▼
Dahl & Groezinger, Inc. Profit Sharing Plan grew at a solid clip - up 12.2% during 2023, from $8M to $8M. Reported net income was $919K.
How have Dahl & Groezinger plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dahl & Groezinger's sponsor-wide assets grew 19.7%, from $8M to $9M.
Which Profit Sharing plans are similar in size to Dahl & Groezinger, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Carrion, Laffitte & Cassellas, Inc. Retirement Plan in PR ($8M, 109 participants).
Which Profit Sharing plans cover a similar participant headcount to Dahl & Groezinger, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 participants, $3M 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 610608053.

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.