401(k) · DOL Form 5500 · 2023

Grace Schools 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
447
Participants Below avg headcount
71st
Percentile by assets National rank
$41,682
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Grace Schools 401(k) Retirement Plan and Trust · Sponsored by Grace Schools · Indiana · Educational Services

$19M in assets, 447 participants

Grace Schools's Grace Schools 401(k) Retirement Plan and Trust reported $19M in total assets and 447 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.

  • #2,021 in Educational Services (3,735 peers)

Grace Schools multi-year trail

Grace Schools's plans moved +44.0% in assets from 2022 to 2024; this filing shows Grace Schools 401(k) Retirement Plan and Trust at $19M / 447 participants.

#2,021
in Educational Services (3,735 peers)
+25.4%
assets growth YoY

Grace Schools 401(k) Retirement Plan and Trust's outsized position by total assets

Grace Schools 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$18,631,890 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

Grace Schools 401(k) Retirement Plan and Trust 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. Grace Schools 401(k) Retirement Plan and Trust sits mid-pack in the medium band (447 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grace Schools 401(k) Retirement Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Grace Schools 401(k) Retirement Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Grace Schools 401(k) Retirement Plan and Trust reported participants fell from 496 in the plan year 2022 filing to 447 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350868095 · Grace Schools PY 2023 · 401(k)

Grace Schools 401(k) Retirement Plan and Trust · $19M · 447 · 71st

  • BOY $19M
  • BOY 447
  • BOY 71st
  • BOY 401(k)
  • BOY near Western Veterinary Partners LLC
  • BOY ind #2021

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 Educational Services retirement plans → · Plans in Indiana →

Grace Schools 401(k) Retirement Plan and Trust in the asset neighbourhood

Grace Schools 401(k) Retirement Plan and TrustGrace Schools 401(k) Retirem…$19MWestern Veterinary Partners LLCWestern Veterinary Partners …$19MEngineers Construction, Inc 401(k) Profit Sharing PlanEngineers Construction, Inc …$19MGci, Inc. 401(k) Profit Sharing PlanGci, Inc. 401(k) Profit Shar…$19MHoj Management Co., Inc. 401(k) Profit Sharing PlanHoj Management Co., Inc. 401…$19M
End-of-year total assets ($M) among Grace Schools 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Grace Schools multi-year asset trail

Sponsor-wide plan assets over time

All Grace Schools plans reported in each filing year

Latest sponsor-wide plan assets
$21M 43.960337173322465% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $14.9M $21.4M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 496 $15M
2023 1 447 $19M
2024 1 526 $21M

Grace Schools filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN350868095
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Grace Schools 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Grace Schools 401(k) Retirement Plan and Trust, Total assets ($B): 0.01863189 · Participants: 447Grace Schools 401(k) Retirement Plan and TrustThe 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
Grace Schools 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Grace Schools 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Grace Schools 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Western Veterinary Partners LLC in CO ($19M); by covered participants it is Plan 2 - West Coast Dental, Inc. 401(k) Plan in CA (447 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (447 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 Grace Schools 401(k) Retirement Plan and Trust assets move in 2023? ▼
Grace Schools 401(k) Retirement Plan and Trust grew sharply - up 25.4% during 2023, from $15M to $19M. Reported net income was $4M.
How have Grace Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grace Schools's sponsor-wide assets grew 44.0%, from $15M to $21M.
Which 401(k) plans are similar in size to Grace Schools 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Western Veterinary Partners LLC in CO ($19M, 2,247 participants).
Which 401(k) plans cover a similar participant headcount to Grace Schools 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Plan 2 - West Coast Dental, Inc. 401(k) Plan in CA (447 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 350868095.

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.