401(k) · DOL Form 5500 · 2023

Grayson & Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
113
Participants Small participant base
76th
Percentile by assets National rank
$212,232
Avg per participant Above avg balance/head
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Official DOL plan name: Grayson & Associates, P.C. 401(k) Profit Sharing Plan · Sponsored by Grayson & Associates, P.C. · Alabama · Healthcare & Social Assistance

$24M in assets, 113 participants

Grayson & Associates, P.C.'s Grayson & Associates, P.C. 401(k) Profit Sharing Plan reported $24M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,074 in Healthcare & Social Assistance (17,684 peers)

Coverage in Alabama

Grayson & Associates, P.C. 401(k) Profit Sharing Plan covers 113 participants in Alabama, about 31% of the average Alabama filer (state average ~360 per filing). Assets: $24M.

#14,074
in Healthcare & Social Assistance (17,684 peers)
+15.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Grayson & Associates, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Grayson & Associates, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,982,189 Top 24% higher than 76% 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

Grayson & Associates, P.C. 401(k) Profit Sharing Plan 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. Grayson & Associates, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grayson & Associates, P.C. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Grayson & Associates, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Grayson & Associates, P.C. 401(k) Profit Sharing Plan reported participants rose from 108 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 630917523 · Grayson & Associates, P.C. PY 2023 · 401(k)

Grayson & Associates, P.C. 401(k) Profit Sharing Plan · $24M · 113 · 76th

  • PART $24M
  • TYPE 113
  • NET 76th
  • BOOK 401(k)
  • VS-ST near G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru
  • BOY ind #14074

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 Alabama →

Grayson & Associates, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Altor Solutions 401(k) Plan$24MGrayson & Associates, P.C. 401(k) Profit Sharing PlanGrayson & Associates, P.C. 4…$24MG. H. Smart & Company, LLC 401(k) Profit Sharing Plan & TruG. H. Smart & Company, LLC 4…$24MHi-Rez Studios, Inc. 401(k) PlanHi-Rez Studios, Inc. 401(k) …$24MBake'n Joy Foods 401(k) Plan$24M
End-of-year total assets ($M) among Grayson & Associates, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN630917523
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grayson & Associates, P.C.)

Sponsor-wide plan assets over time

All Grayson & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 18.964867521982093% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $20.7M $24.7M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 108 $21M
2023 1 113 $24M
2024 1 85 $25M

Nearby 401(k) Plans in Alabama

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

Grayson & Associates, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Grayson & Associates, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.023982189 · Participants: 113Grayson & Associates, P.C. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Grayson & Associates, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Grayson & Associates, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Grayson & Associates, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru in IL ($24M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Grayson & Associates, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Grayson & Associates, P.C. 401(k) Profit Sharing Plan grew sharply - up 15.7% during 2023, from $21M to $24M. Reported net income was $3M.
How have Grayson & Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grayson & Associates, P.C.'s sponsor-wide assets grew 19.0%, from $21M to $25M.
Where does Grayson & Associates, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Grayson & Associates, P.C. 401(k) Profit Sharing Plan ranks in the 76th 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 Grayson & Associates, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru in IL ($24M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Grayson & Associates, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 630917523.

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.