401(k) · DOL Form 5500 · 2023
Grand Circle LLC 401(k) Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 537
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $128,326
- Avg per participant Near avg balance/head
Official DOL plan name: Grand Circle LLC 401(k) Plan · Sponsored by Grand Circle LLC · Massachusetts · Transportation & Warehousing
$69M in assets, 537 participants
Grand Circle LLC's Grand Circle LLC 401(k) Plan reported $69M in total assets and 537 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,904 in Transportation & Warehousing (3,362 peers)
Where Grand Circle LLC 401(k) Plan sits by assets
Grand Circle LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $69M for 537 participants (~$128,326/participant), up 23.1% in 2023.
- #2,904
- in Transportation & Warehousing (3,362 peers)
- +23.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Grand Circle LLC 401(k) Plan's outsized position by total assets
Grand Circle LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$68,910,947 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Grand Circle LLC 401(k) 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. Grand Circle LLC 401(k) Plan sits mid-pack in the medium band (537 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Grand Circle LLC 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Grand Circle LLC 401(k) Plan reported participants rose from 412 in the plan year 2022 filing to 537 in the plan year 2023 filing.
- Grand Circle LLC 401(k) Plan end-of-year assets rose from $56M in the plan year 2022 filing to $69M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 043461496 · Grand Circle LLC PY 2023 · 401(k)
Grand Circle LLC 401(k) Plan · $69M · 537 · 88th
- IND $69M
- IND 537
- IND 88th
- IND 401(k)
- IND near Defi Auto, LLC 401(k) Plan
- IND ind #2904
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 Transportation & Warehousing retirement plans → · Plans in Massachusetts →
Grand Circle LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $13M |
| Employer EIN | 043461496 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Grand Circle LLC)
Sponsor-wide plan assets over time
All Grand Circle LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 32.43264687463975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 412 | $56M |
| 2023 | 1 | 537 | $69M |
| 2024 | 1 | 468 | $74M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Grand Circle LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Defi Auto, LLC 401(k) Plan in TX ($69M); by covered participants it is Del Real Foods, LLC 401(k) Plan in CA (537 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
- Defi Auto, LLC 401(k) Plan (TX) $69M · 535
- Middough Inc. Profit Sharing Plan (OH) $69M · 452
- Escalent, Inc. 401(k) Plan (MI) $69M · 853
- Dominium 401(k) Retirement Savings Plan (MN) $69M · 752
Similar participant headcount
Nearest other-state filings by covered participants (537 participants); asset peers above are excluded.
- Del Real Foods, LLC 401(k) Plan (CA) 537 · 0 off
- Gee Group Inc. Incentive Savings Plan (IL) 537 · 0 off
- Franklin Johnston Group 401(k) Plan (VA) 537 · 0 off
- Blue & Co. 401(k) Plan (IN) 537 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.