401(k) · DOL Form 5500 · 2023

Karlen Williams Graybill Advertising, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
35
Participants Small participant base
59th
Percentile by assets National rank
$295,382
Avg per participant High balance/head
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Official DOL plan name: Karlen Williams Graybill Advertising 401(k) Plan · Sponsored by Karlen Williams Graybill Advertising, Inc. · New York · Professional & Technical Services

$10M in assets, 35 participants

Karlen Williams Graybill Advertising, Inc.'s Karlen Williams Graybill Advertising 401(k) Plan reported $10M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,794 in Professional & Technical Services (20,321 peers)

Karlen Williams Graybill Advertising, Inc. multi-year trail

Karlen Williams Graybill Advertising, Inc.'s plans moved +29.4% in assets from 2022 to 2024; this filing shows Karlen Williams Graybill Advertising 401(k) Plan at $10M / 35 participants.

#11,794
in Professional & Technical Services (20,321 peers)
+21.2%
assets growth YoY

Karlen Williams Graybill Advertising 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Karlen Williams Graybill Advertising 401(k) Plan vs every filed plan by assets

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

$10,338,371 Top 41% higher than 59% 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

Karlen Williams Graybill Advertising 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Karlen Williams Graybill Advertising 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Karlen Williams Graybill Advertising 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Karlen Williams Graybill Advertising 401(k) Plan reported participants rose from 28 in the plan year 2022 filing to 35 in the plan year 2023 filing.
  • Karlen Williams Graybill Advertising 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132769171 · Karlen Williams Graybill Advertising, Inc. PY 2023 · 401(k)

Karlen Williams Graybill Advertising 401(k) Plan · $10M · 35 · 59th

  • NET $10M
  • BOOK 35
  • VS-ST 59th
  • BOY 401(k)
  • SCH near First Centennial Mortgage 401(k) Retirement Plan
  • EBSA ind #11794

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 Professional & Technical Services retirement plans → · Plans in New York →

Karlen Williams Graybill Advertising 401(k) Plan in the asset neighbourhood

Karlen Williams Graybill Advertising 401(k) PlanKarlen Williams Graybill Adv…$10MFirst Centennial Mortgage 401(k) Retirement PlanFirst Centennial Mortgage 40…$10MAlula 401(k) Plan$10M403(b) Thrift Plan of Peninsula Community Health Services of Alaska, Inc.403(b) Thrift Plan of Penins…$10MCalian Corp Employee Savings PlanCalian Corp Employee Savings…$10M
End-of-year total assets ($M) among Karlen Williams Graybill Advertising 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Karlen Williams Graybill Advertising, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Karlen Williams Graybill Advertising, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.44255037950374% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.53M $11.1M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 28 $9M
2023 1 35 $10M
2024 1 40 $11M

Karlen Williams Graybill Advertising, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN132769171
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Karlen Williams Graybill Advertising 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Karlen Williams Graybill Advertising 401(k) Plan, Total assets ($B): 0.010338371 · Participants: 35Karlen Williams Graybill Advertising 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Karlen Williams Graybill Advertising 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Karlen Williams Graybill Advertising 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is First Centennial Mortgage 401(k) Retirement Plan in IL ($10M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Karlen Williams Graybill Advertising 401(k) Plan assets move in 2023?
Karlen Williams Graybill Advertising 401(k) Plan grew sharply - up 21.2% during 2023, from $9M to $10M. Reported net income was $2M.
How have Karlen Williams Graybill Advertising, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Karlen Williams Graybill Advertising, Inc.'s sponsor-wide assets grew 29.4%, from $9M to $11M.
Which 401(k) plans are similar in size to Karlen Williams Graybill Advertising 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is First Centennial Mortgage 401(k) Retirement Plan in IL ($10M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Karlen Williams Graybill Advertising 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $12M in assets).