Defined Benefit (Pension) · DOL Form 5500 · 2023

Anthony Grant, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$605,901
Avg per participant High balance/head
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Official DOL plan name: Anthony Grant, Inc. Retirement Plan · Sponsored by Anthony Grant, Inc. · Connecticut · Wholesale Trade

$1M in assets, 2 participants

Anthony Grant, Inc.'s Anthony Grant, Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #941 in Wholesale Trade (6,309 peers)

Anthony Grant, Inc. multi-year trail

Anthony Grant, Inc.'s plans moved +45.7% in assets from 2022 to 2024; this filing shows Anthony Grant, Inc. Retirement Plan at $1M / 2 participants.

#941
in Wholesale Trade (6,309 peers)
+17.3%
assets growth YoY

Anthony Grant, Inc. Retirement Plan among the smaller filed plans by assets

Anthony Grant, Inc. Retirement Plan vs every filed plan by assets

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

$1,211,801 25th percentile higher than 25% 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

Anthony Grant, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anthony Grant, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anthony Grant, Inc. Retirement Plan reported net income rose from -$218K in the plan year 2022 filing to $178K in the plan year 2023 filing.
  • Anthony Grant, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 134001644 · Anthony Grant, Inc. PY 2023 · Defined Benefit (Pension)

Anthony Grant, Inc. Retirement Plan · $1M · 2 · 25th

  • PCT $1M
  • EIN 2
  • RANK 25th
  • PHOTO Defined Benefit (Pension)
  • IND near Luis a Segarra Financial & Insurance Services Defined Benefit Plan
  • EOY ind #941

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Anthony Grant, Inc. Retirement Plan in the asset neighbourhood

Six5 Productions Cash Balance Pension PlanSix5 Productions Cash Balanc…$1MAnthony Grant, Inc. Retirement PlanAnthony Grant, Inc. Retireme…$1MLuis a Segarra Financial & Insurance Services Defined Benefit PlanLuis a Segarra Financial & I…$1MAtit Diamond Corp. Defined Benefit Pension PlanAtit Diamond Corp. Defined B…$1MMontello Defined Benefit Plan$1M
End-of-year total assets ($M) among Anthony Grant, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Anthony Grant, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Anthony Grant, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.720622430288174% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.03M $1.51M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $2M

Anthony Grant, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$178K
Employer EIN134001644
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Anthony Grant, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Anthony Grant, Inc. Retirement Plan, Total assets ($B): 0.001211801 · Participants: 2Anthony Grant, Inc. Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Anthony Grant, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Anthony Grant, Inc. Retirement Plan side-by-side with 3 peers →

Anthony Grant, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Luis a Segarra Financial & Insurance Services Defined Benefit Plan in PR ($1M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Anthony Grant, Inc. Retirement Plan assets move in 2023? ▼
Anthony Grant, Inc. Retirement Plan grew sharply - up 17.3% during 2023, from $1M to $1M. Reported net income was $178K.
How have Anthony Grant, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anthony Grant, Inc.'s sponsor-wide assets grew 45.7%, from $1M to $2M.
Where does Anthony Grant, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Anthony Grant, Inc. Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Anthony Grant, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Luis a Segarra Financial & Insurance Services Defined Benefit Plan in PR ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Anthony Grant, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 134001644.

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.