Profit Sharing · DOL Form 5500 · 2023

Grayson, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
26th
Percentile by assets National rank
$162,340
Avg per participant Above avg balance/head
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Official DOL plan name: Grayson, Inc. Retirement Plan · Sponsored by Grayson, Inc. · Tennessee · Manufacturing

$1M in assets, 8 participants

Grayson, Inc.'s Grayson, Inc. Retirement Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,200 in Manufacturing (18,722 peers)

Grayson, Inc. multi-year trail

Grayson, Inc.'s plans moved +138.8% in assets from 2022 to 2024; this filing shows Grayson, Inc. Retirement Plan at $1M / 8 participants.

#2,200
in Manufacturing (18,722 peers)
+112.6%
assets growth YoY

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

Grayson, Inc. Retirement Plan vs every filed plan by assets

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

$1,298,719 26th percentile higher than 26% 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, 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. Grayson, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grayson, Inc. Retirement Plan reported net income rose from $219K in the plan year 2022 filing to $688K in the plan year 2023 filing.
  • Grayson, Inc. Retirement Plan end-of-year assets rose from $611K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Grayson, Inc. Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 352556057 · Grayson, Inc. PY 2023 · Profit Sharing

Grayson, Inc. Retirement Plan · $1M · 8 · 26th

  • ASSETS $1M
  • ASSETS 8
  • ASSETS 26th
  • ASSETS Profit Sharing
  • ASSETS near Pass Go Properties, Inc. Profit Sharing Plan
  • ASSETS ind #2200

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 Manufacturing retirement plans → · Plans in Tennessee →

Grayson, Inc. Retirement Plan in the asset neighbourhood

Grayson, Inc. Retirement Plan$1MPass Go Properties, Inc. Profit Sharing PlanPass Go Properties, Inc. Pro…$1MTiber Health Pbc Retirement PlanTiber Health Pbc Retirement …$1MSterling Paper Co. Employee Stock Ownership PlanSterling Paper Co. Employee …$1MAce Fence Profit Sharing Plan & TrustAce Fence Profit Sharing Pla…$1M
End-of-year total assets ($M) among Grayson, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Grayson, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Grayson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 138.75491553948967% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.61M $1.46M ▲ +139.3%
Year Plans Participants Total Assets
2022 1 6 $611K
2023 1 8 $1M
2024 1 10 $1M

Grayson, Inc. filing trail (2023)

Total Assets (Beginning of Year)$611K
Net Assets (End of Year)$1M
Net Income$688K
Employer EIN352556057
Plan Effective Date2016-03-17
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Grayson, Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Grayson, Inc. Retirement Plan, Total assets ($M): 1.298719 · Participants: 8Grayson, Inc. Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Grayson, Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Grayson, Inc. Retirement Plan side-by-side with 3 peers →

Grayson, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Pass Go Properties, Inc. Profit Sharing Plan in CA ($1M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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, Inc. Retirement Plan assets move in 2023? ▼
Grayson, Inc. Retirement Plan surged - up 112.6% during 2023, from $611K to $1M. Reported net income was $688K.
How have Grayson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grayson, Inc.'s sponsor-wide assets grew 138.8%, from $611K to $1M.
Which Profit Sharing plans are similar in size to Grayson, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pass Go Properties, Inc. Profit Sharing Plan in CA ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Grayson, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 352556057.

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.