401(k) · DOL Form 5500 · 2023

Grace Management, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
3,031
Participants Above avg headcount
53rd
Percentile by assets National rank
$2,493
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Grace Management 401(k) Plan · Sponsored by Grace Management, Inc. · Minnesota · Real Estate

$8M in assets, 3,031 participants

Grace Management, Inc.'s Grace Management 401(k) Plan reported $8M in total assets and 3,031 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,354 in Real Estate (4,727 peers)

Coverage in Minnesota

Grace Management 401(k) Plan covers 3,031 participants in Minnesota, 2.7x the typical Minnesota plan (state average ~1,126 per filing). Assets: $8M.

#3,354
in Real Estate (4,727 peers)
+46.5%
assets growth YoY

Grace Management 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Grace Management 401(k) Plan vs every filed plan by assets

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

$7,556,636 Top 47% higher than 53% 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

Grace Management 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grace Management 401(k) Plan lands in the large band (3,031 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grace Management 401(k) Plan reported net income rose from $289K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Grace Management 401(k) Plan reported participants rose from 1,833 in the plan year 2022 filing to 3,031 in the plan year 2023 filing.
  • Grace Management 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760117314 · Grace Management, Inc. PY 2023 · 401(k)

Grace Management 401(k) Plan · $8M · 3,031 · 53rd

  • EIN $8M
  • RANK 3,031
  • PHOTO 53rd
  • IND 401(k)
  • EOY near 1st Choice Housing, Inc. 401(k) Plan
  • 5500 ind #3354

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 Real Estate retirement plans → · Plans in Minnesota →

Grace Management 401(k) Plan in the asset neighbourhood

Grace Management 401(k) Plan$8M1st Choice Housing, Inc. 401(k) Plan1st Choice Housing, Inc. 401…$8MCamelot Venture Group LLC 401(k) Profit Sharing Plan & TrustCamelot Venture Group LLC 40…$8MVanasse & Associates, Inc. 401(k) PlanVanasse & Associates, Inc. 4…$8MSouth Shore Elder Services, Inc. Profit Sharing PlanSouth Shore Elder Services, …$8M
End-of-year total assets ($M) among Grace Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN760117314
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grace Management, Inc.)

Sponsor-wide plan assets over time

All Grace Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 102.93349774508837% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.16M $10.5M ▲ +102.9%
Year Plans Participants Total Assets
2022 1 1,833 $5M
2023 1 3,031 $8M
2024 1 3,610 $10M

Nearby 401(k) Plans in Minnesota

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

Grace Management 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Grace Management 401(k) Plan, Total assets ($B): 0.007556636 · Participants: 3031Grace Management 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Grace Management 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Grace Management 401(k) Plan side-by-side with 3 peers →

Grace Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is 1st Choice Housing, Inc. 401(k) Plan in NC ($8M); by covered participants it is Carnival Corporation Fun Ship Savings Plan in FL (3,031 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,031 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 Grace Management 401(k) Plan assets move in 2023? ▼
Grace Management 401(k) Plan surged - up 46.5% during 2023, from $5M to $8M. Reported net income was $2M.
How have Grace Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grace Management, Inc.'s sponsor-wide assets grew 102.9%, from $5M to $10M.
Which 401(k) plans are similar in size to Grace Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 1st Choice Housing, Inc. 401(k) Plan in NC ($8M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Grace Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnival Corporation Fun Ship Savings Plan in FL (3,031 participants, $421M 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 760117314.

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.