401(k) · DOL Form 5500 · 2023
Grove, Mueller & Swank, P.C. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $605,097
- Avg per participant High balance/head
Official DOL plan name: Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan · Sponsored by Grove, Mueller & Swank, P.C. · Oregon · Professional & Technical Services
$15M in assets, 25 participants
Grove, Mueller & Swank, P.C.'s Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan reported $15M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #13,560 in Professional & Technical Services (20,321 peers)
2023 asset change
Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan grew sharply 18.1% in 2023 ($13M → $15M) for 25 participants.
- #13,560
- in Professional & Technical Services (20,321 peers)
- +18.1%
- assets growth YoY
Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,127,419 Top 33% higher than 67% 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
Grove, Mueller & Swank, P.C. 401(k) 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. Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan reported participants fell from 29 in the plan year 2022 filing to 25 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 930874157 · Grove, Mueller & Swank, P.C. PY 2023 · 401(k)
Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan · $15M · 25 · 67th
- ASSETS $15M
- ASSETS 25
- ASSETS 67th
- ASSETS 401(k)
- ASSETS near Chad C. Parker, D. D. S. , P. S. 401(k) Profit Sharing Plan & Trust
- ASSETS ind #13560
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 Professional & Technical Services retirement plans → · Plans in Oregon →
Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Grove, Mueller & Swank, P.C. years around the 2023 move
Sponsor-wide plan assets over time
All Grove, Mueller & Swank, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 6.903114142296911% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $13M |
| 2023 | 1 | 25 | $15M |
| 2024 | 1 | 31 | $12M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 930874157 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Chad C. Parker, D. D. S. , P. S. 401(k) Profit Sharing Plan & Trust in WA ($15M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Pyromet 401(k) Plan (PA) 25 · 0 off
- Pulley & Associates, Inc. Profit Sharing Plan (GA) 25 · 0 off
- Two Daughters Logistics, Inc. 401(k) Profit Sharing Plan and Trust (CA) 25 · 0 off
- Kathcar Incorporated Retirement Plan (PA) 25 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.