401(k) · DOL Form 5500 · 2023

Grove Street Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
38
Participants Small participant base
71st
Percentile by assets National rank
$481,761
Avg per participant High balance/head
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Official DOL plan name: Grove Street Advisors 401(k) and Profit Sharing Plan · Sponsored by Grove Street Advisors, LLC · Massachusetts · Finance & Insurance

$18M in assets, 38 participants

Grove Street Advisors, LLC's Grove Street Advisors 401(k) and Profit Sharing Plan reported $18M in total assets and 38 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.

  • #5,067 in Finance & Insurance (8,869 peers)

Grove Street Advisors, LLC multi-year trail

Grove Street Advisors, LLC's plans moved +48.7% in assets from 2022 to 2024; this filing shows Grove Street Advisors 401(k) and Profit Sharing Plan at $18M / 38 participants.

#5,067
in Finance & Insurance (8,869 peers)
+25.1%
assets growth YoY

Grove Street Advisors 401(k) and Profit Sharing Plan's outsized position by total assets

Grove Street Advisors 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$18,306,919 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

Grove Street Advisors 401(k) and 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 Street Advisors 401(k) and Profit Sharing Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grove Street Advisors 401(k) and Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Grove Street Advisors 401(k) and Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Grove Street Advisors 401(k) and Profit Sharing Plan reported participants rose from 36 in the plan year 2022 filing to 38 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043407430 · Grove Street Advisors, LLC PY 2023 · 401(k)

Grove Street Advisors 401(k) and Profit Sharing Plan · $18M · 38 · 71st

  • EBSA $18M
  • PART 38
  • TYPE 71st
  • NET 401(k)
  • BOOK near Windowrama 401(k) Plan
  • VS-ST ind #5067

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Grove Street Advisors 401(k) and Profit Sharing Plan in the asset neighbourhood

Grove Street Advisors 401(k) and Profit Sharing PlanGrove Street Advisors 401(k)…$18MWindowrama 401(k) Plan$18MVsolvit LLC 401(k) Profit Sharing PlanVsolvit LLC 401(k) Profit Sh…$18MAui, Inc. 401(k) Profit Sharing PlanAui, Inc. 401(k) Profit Shar…$18MBrotherhood of Locomotive Engineers and Trainmen 4 for Employees of Conrail SaaBrotherhood of Locomotive En…$18M
End-of-year total assets ($M) among Grove Street Advisors 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Grove Street Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Grove Street Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 48.74683715153141% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.6M $21.8M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 36 $15M
2023 1 38 $18M
2024 1 36 $22M

Grove Street Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN043407430
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Grove Street Advisors 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Grove Street Advisors 401(k) and Profit Sharing Plan, Total assets ($B): 0.018306919 · Participants: 38Grove Street Advisors 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Grove Street Advisors 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Grove Street Advisors 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Grove Street Advisors 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Windowrama 401(k) Plan in NY ($18M); by covered participants it is Coral Color Process, Ltd 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Grove Street Advisors 401(k) and Profit Sharing Plan assets move in 2023? ▼
Grove Street Advisors 401(k) and Profit Sharing Plan grew sharply - up 25.1% during 2023, from $15M to $18M. Reported net income was $4M.
How have Grove Street Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grove Street Advisors, LLC's sponsor-wide assets grew 48.7%, from $15M to $22M.
Which 401(k) plans are similar in size to Grove Street Advisors 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Windowrama 401(k) Plan in NY ($18M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Grove Street Advisors 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coral Color Process, Ltd 401(k) Plan in NY (38 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 043407430.

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.