401(k) · DOL Form 5500 · 2023

Gregory & Appel Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
150
Participants Small participant base
84th
Percentile by assets National rank
$296,709
Avg per participant High balance/head
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Official DOL plan name: Employees Profit Sharing Plan of Gregory & Appel Inc. · Sponsored by Gregory & Appel Inc. · Indiana · Finance & Insurance

$45M in assets, 150 participants

Gregory & Appel Inc.'s Employees Profit Sharing Plan of Gregory & Appel Inc. reported $45M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,735 in Finance & Insurance (8,869 peers)

Coverage in Indiana

Employees Profit Sharing Plan of Gregory & Appel Inc. covers 150 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $45M.

#6,735
in Finance & Insurance (8,869 peers)
+16.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Employees Profit Sharing Plan of Gregory & Appel Inc.'s outsized position by total assets

Employees Profit Sharing Plan of Gregory & Appel Inc. vs every filed plan by assets

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

$44,506,303 Top 16% higher than 84% 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

Employees Profit Sharing Plan of Gregory & Appel Inc. 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. Employees Profit Sharing Plan of Gregory & Appel Inc. sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees Profit Sharing Plan of Gregory & Appel Inc. reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Employees Profit Sharing Plan of Gregory & Appel Inc. end-of-year assets rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Employees Profit Sharing Plan of Gregory & Appel Inc. reported participants rose from 144 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 350353300 · Gregory & Appel Inc. PY 2023 · 401(k)

Employees Profit Sharing Plan of Gregory & Appel Inc. · $45M · 150 · 84th

  • BOOK $45M
  • BOOK 150
  • BOOK 84th
  • BOOK 401(k)
  • BOOK near Mission Cancer + Blood 401(k) Plan
  • BOOK ind #6735

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 Indiana →

Employees Profit Sharing Plan of Gregory & Appel Inc. in the asset neighbourhood

Employees Profit Sharing Plan of Gregory & Appel Inc.Employees Profit Sharing Pla…$45MTranscendia, Inc. 401(k) and Profit Sharing PlanTranscendia, Inc. 401(k) and…$45MMission Cancer + Blood 401(k) PlanMission Cancer + Blood 401(k…$45MAirlines for America Employee Savings PlanAirlines for America Employe…$44MSuper Radiator Coils 401(k) PlanSuper Radiator Coils 401(k) …$44M
End-of-year total assets ($M) among Employees Profit Sharing Plan of Gregory & Appel Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN350353300
Plan Effective Date1976-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Gregory & Appel Inc.)

Sponsor-wide plan assets over time

All Gregory & Appel Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 29.648692795960223% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.3M $49.7M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 144 $38M
2023 1 150 $45M
2024 1 168 $50M

Nearby 401(k) Plans in Indiana

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

Employees Profit Sharing Plan of Gregory & Appel Inc. vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Employees Profit Sharing Plan of Gregory & Appel Inc., Total assets ($B): 0.044506303 · Participants: 150Employees Profit Sharing Plan of Gregory & Appel Inc.The 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
Employees Profit Sharing Plan of Gregory & Appel Inc. vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Employees Profit Sharing Plan of Gregory & Appel Inc. side-by-side with 3 peers →

Employees Profit Sharing Plan of Gregory & Appel Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Mission Cancer + Blood 401(k) Plan in IA ($45M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Employees Profit Sharing Plan of Gregory & Appel Inc. assets move in 2023? ▼
Employees Profit Sharing Plan of Gregory & Appel Inc. grew sharply - up 16.1% during 2023, from $38M to $45M. Reported net income was $6M.
How have Gregory & Appel Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gregory & Appel Inc.'s sponsor-wide assets grew 29.6%, from $38M to $50M.
Where does Employees Profit Sharing Plan of Gregory & Appel Inc. rank by assets among Form 5500 filers? ▼
Employees Profit Sharing Plan of Gregory & Appel Inc. ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Employees Profit Sharing Plan of Gregory & Appel Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Mission Cancer + Blood 401(k) Plan in IA ($45M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Employees Profit Sharing Plan of Gregory & Appel Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 350353300.

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.