401(k) · DOL Form 5500 · 2023

J. E. Grote Company, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
288
Participants Below avg headcount
75th
Percentile by assets National rank
$79,221
Avg per participant Below avg balance/head
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Official DOL plan name: J. E. Grote Company 401(k) Profit Sharing Plan · Sponsored by J. E. Grote Company, Inc. · Ohio · Manufacturing

$23M in assets, 288 participants

J. E. Grote Company, Inc.'s J. E. Grote Company 401(k) Profit Sharing Plan reported $23M in total assets and 288 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,242 in Manufacturing (18,722 peers)

Coverage in Ohio

J. E. Grote Company 401(k) Profit Sharing Plan covers 288 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $23M.

#12,242
in Manufacturing (18,722 peers)
+20.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

J. E. Grote Company 401(k) Profit Sharing Plan's outsized position by total assets

J. E. Grote Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,815,675 Top 25% higher than 75% 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

J. E. Grote Company 401(k) Profit Sharing 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. J. E. Grote Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (288 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. E. Grote Company 401(k) Profit Sharing Plan reported net income rose from -$672K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • J. E. Grote Company 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • J. E. Grote Company 401(k) Profit Sharing Plan reported participants rose from 278 in the plan year 2022 filing to 288 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 310812680 · J. E. Grote Company, Inc. PY 2023 · 401(k)

J. E. Grote Company 401(k) Profit Sharing Plan · $23M · 288 · 75th

  • PHOTO $23M
  • PHOTO 288
  • PHOTO 75th
  • PHOTO 401(k)
  • PHOTO near Astro 401(k) Plan
  • PHOTO ind #12242

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 Ohio →

J. E. Grote Company 401(k) Profit Sharing Plan in the asset neighbourhood

J. E. Grote Company 401(k) Profit Sharing PlanJ. E. Grote Company 401(k) P…$23MAstro 401(k) Plan$23MAvedis Zildjian Co. Retirement PlanAvedis Zildjian Co. Retireme…$23MOklahoma Spine Hospital, LLC Employees' Savings and Profit Sharing PlanOklahoma Spine Hospital, LLC…$23MGeneral Pet 401(k) Plan$23M
End-of-year total assets ($M) among J. E. Grote Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN310812680
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. E. Grote Company, Inc.)

Sponsor-wide plan assets over time

All J. E. Grote Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 42.69308379959949% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $27M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 278 $19M
2023 1 288 $23M
2024 1 284 $27M

Nearby 401(k) Plans in Ohio

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

J. E. Grote Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants J. E. Grote Company 401(k) Profit Sharing Plan, Total assets ($B): 0.022815675 · Participants: 288J. E. Grote Company 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
J. E. Grote Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare J. E. Grote Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

J. E. Grote Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Astro 401(k) Plan in VA ($23M); by covered participants it is Accord Health Service, Inc. 401(k) Plan in PA (288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (288 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 J. E. Grote Company 401(k) Profit Sharing Plan assets move in 2023? ▼
J. E. Grote Company 401(k) Profit Sharing Plan grew sharply - up 20.7% during 2023, from $19M to $23M. Reported net income was $4M.
How have J. E. Grote Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. E. Grote Company, Inc.'s sponsor-wide assets grew 42.7%, from $19M to $27M.
Where does J. E. Grote Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
J. E. Grote Company 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to J. E. Grote Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Astro 401(k) Plan in VA ($23M, 77 participants).
Which 401(k) plans cover a similar participant headcount to J. E. Grote Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accord Health Service, Inc. 401(k) Plan in PA (288 participants, $10M 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 310812680.

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.