Defined Benefit (Pension) · DOL Form 5500 · 2023

Grande & Associates, PLLC Pension Plan

Data updated 2026-08-25

$964K
Total assets Small plan by assets
N/A
Participants Small participant base
23rd
Percentile by assets National rank
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Official DOL plan name: Pension International Capital Investments Defined Benefit Pension Plan · Sponsored by Grande & Associates, PLLC · Kentucky · Healthcare & Social Assistance

$964K in assets, N/A participants

Grande & Associates, PLLC's Pension International Capital Investments Defined Benefit Pension Plan reported $964K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,376 in Healthcare & Social Assistance (17,684 peers)

Grande & Associates, PLLC multi-year trail

Grande & Associates, PLLC's plans moved -53.9% in assets from 2022 to 2024; this filing shows Pension International Capital Investments Defined Benefit Pension Plan at $964K / N/A participants.

#3,376
in Healthcare & Social Assistance (17,684 peers)
-9.9%
assets change YoY

The plan reported a net loss of $106K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension International Capital Investments Defined Benefit Pension Plan among the smaller filed plans by assets

Pension International Capital Investments Defined Benefit Pension Plan vs every filed plan by assets

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

$963,874 23rd percentile higher than 23% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension International Capital Investments Defined Benefit Pension Plan end-of-year assets fell from $1M in the plan year 2022 filing to $964K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 371748643 · Grande & Associates, PLLC PY 2023 · Defined Benefit (Pension)

Pension International Capital Investments Defined Benefit Pension Plan · $964K · N/A · 23rd

  • VS-ST $964K
  • BOY N/A
  • SCH 23rd
  • EBSA Defined Benefit (Pension)
  • PART near Yuma Area Housing Opportunity Inc Retirement Plan
  • TYPE ind #3376

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

Pension International Capital Investments Defined Benefit Pension Plan in the asset neighbourhood

Pension International Capital Investments Defined Benefit Pension PlanPension International Capita…$964KYuma Area Housing Opportunity Inc Retirement PlanYuma Area Housing Opportunit…$964KGsg Capital Advisors Cash Balance PlanGsg Capital Advisors Cash Ba…$964KBonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521Bonney Forge Corp. Pension P…$963KJames Walker Mfg. Co. Office Pension PlanJames Walker Mfg. Co. Office…$964K
End-of-year total assets ($M) among Pension International Capital Investments Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Grande & Associates, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Grande & Associates, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$493K 53.913766835842935% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $1.07M $0.49M ▼ -54.2%
Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $964K
2024 1 N/A $493K

Grande & Associates, PLLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$964K
Net Income-$106K
Employer EIN371748643
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension International Capital Investments Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Pension International Capital Investments Defined Benefit Pension Plan, Total assets ($B): 0.000963874 · Participants: 0Pension International Capital Investments Defined Benefit Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Pension International Capital Investments Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Pension International Capital Investments Defined Benefit Pension Plan side-by-side with 3 peers →

Pension International Capital Investments Defined Benefit Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Kentucky, the nearest Defined Benefit (Pension) by end-of-year assets is Yuma Area Housing Opportunity Inc Retirement Plan in AZ at $964K (this filing: $964K).

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 Pension International Capital Investments Defined Benefit Pension Plan assets move in 2023? ▼
Pension International Capital Investments Defined Benefit Pension Plan pulled back noticeably - down 9.9% during 2023, from $1M to $964K. Reported net income was -$106K.
How have Grande & Associates, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grande & Associates, PLLC's sponsor-wide assets declined 53.9%, from $1M to $493K.
Where does Pension International Capital Investments Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Pension International Capital Investments Defined Benefit Pension Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Pension International Capital Investments Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Yuma Area Housing Opportunity Inc Retirement Plan in AZ ($964K, N/A participants).

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 371748643.

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.