401(k) · DOL Form 5500 · 2023
Richard Grubb & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 61
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $75,392
- Avg per participant Below avg balance/head
Official DOL plan name: Richard Grubb & Associates 401(k) Plan · Sponsored by Richard Grubb & Associates, Inc. · New Jersey · Professional & Technical Services
$5M in assets, 61 participants
Richard Grubb & Associates, Inc.'s Richard Grubb & Associates 401(k) Plan reported $5M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,196 in Professional & Technical Services (20,321 peers)
Richard Grubb & Associates, Inc. multi-year trail
Richard Grubb & Associates, Inc.'s plans moved +56.0% in assets from 2022 to 2024; this filing shows Richard Grubb & Associates 401(k) Plan at $5M / 61 participants.
- #8,196
- in Professional & Technical Services (20,321 peers)
- +29.4%
- assets growth YoY
Richard Grubb & Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Richard Grubb & Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,598,894 43rd percentile higher than 43% 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
Richard Grubb & Associates 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. Richard Grubb & Associates 401(k) Plan is a small filing (61 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Richard Grubb & Associates 401(k) Plan reported net income rose from -$387K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Richard Grubb & Associates 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Richard Grubb & Associates 401(k) Plan reported participants rose from 52 in the plan year 2022 filing to 61 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 222892560 · Richard Grubb & Associates, Inc. PY 2023 · 401(k)
Richard Grubb & Associates 401(k) Plan · $5M · 61 · 43rd
- NET $5M
- NET 61
- NET 43rd
- NET 401(k)
- NET near Juniper Health Retirement Plan
- NET ind #8196
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 Jersey →
Richard Grubb & Associates 401(k) Plan in the asset neighbourhood
Richard Grubb & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Richard Grubb & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 56.03849939721546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $4M |
| 2023 | 1 | 61 | $5M |
| 2024 | 1 | 65 | $6M |
Richard Grubb & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 222892560 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Richard Grubb & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Juniper Health Retirement Plan in KY ($5M); by covered participants it is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (61 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.