ESOP · DOL Form 5500 · 2023

Grassi Advisory Group, Inc. ESOP

Data updated 2026-08-25

$500K
Total assets Small plan by assets
441
Participants Below avg headcount
18th
Percentile by assets National rank
$1,134
Avg per participant Low balance/head
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Official DOL plan name: Grassi Advisory Group Employee Stock Ownership Plan · Sponsored by Grassi Advisory Group, Inc. · New York · Professional & Technical Services

$500K in assets, 441 participants

Grassi Advisory Group, Inc.'s Grassi Advisory Group Employee Stock Ownership Plan reported $500K in total assets and 441 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,740 in Professional & Technical Services (20,321 peers)

Grassi Advisory Group, Inc. multi-year trail

Grassi Advisory Group, Inc.'s plans moved +4923.4% in assets from 2023 to 2024; this filing shows Grassi Advisory Group Employee Stock Ownership Plan at $500K / 441 participants.

#2,740
in Professional & Technical Services (20,321 peers)
$500K
reported net income

Grassi Advisory Group Employee Stock Ownership Plan among the smaller filed plans by assets

Grassi Advisory Group Employee Stock Ownership Plan vs every filed plan by assets

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

$500,000 18th percentile higher than 18% 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

Grassi Advisory Group Employee Stock Ownership 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. Grassi Advisory Group Employee Stock Ownership Plan sits mid-pack in the medium band (441 participants).

Plan-year Form 5500 strip

Filing strip 921479802 · Grassi Advisory Group, Inc. PY 2023 · ESOP

Grassi Advisory Group Employee Stock Ownership Plan · $500K · 441 · 18th

  • EIN $500K
  • RANK 441
  • PHOTO 18th
  • IND ESOP
  • EOY near Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan
  • 5500 ind #2740

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 What is an ESOP? → · Plans in New York →

Grassi Advisory Group Employee Stock Ownership Plan in the asset neighbourhood

Grassi Advisory Group Employee Stock Ownership PlanGrassi Advisory Group Employ…$500KGish, Sherwood & Friends, Inc. Employee Stock Ownership PlanGish, Sherwood & Friends, In…$500KVitec, Inc. Employee Stock Ownership Plan and TrustVitec, Inc. Employee Stock O…$499KJoma Construction Services, Inc. Employee Stock Ownership PlanJoma Construction Services, …$502KMicroplastics, Inc. Employee Stock Ownership PlanMicroplastics, Inc. Employee…$498K
End-of-year total assets ($M) among Grassi Advisory Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Grassi Advisory Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Grassi Advisory Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 4923.45% vs 2023
2024 filing year
$0M$20M$40M$60M 20232024 $1M $50.2M ▲ +4923.0%
Year Plans Participants Total Assets
2023 2 882 $1M
2024 1 431 $50M

Grassi Advisory Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$500K
Net Income$500K
Employer EIN921479802
Plan Effective Date2023-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Grassi Advisory Group Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Grassi Advisory Group Employee Stock Ownership Plan, Total assets ($M): 0.5 · Participants: 441Grassi Advisory Group Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Grassi Advisory Group Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Grassi Advisory Group Employee Stock Ownership Plan side-by-side with 3 peers →

Grassi Advisory Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan in TN ($500K); by covered participants it is Peoples Services, Inc. Employee Stock Ownership Plan in OH (441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (441 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 have Grassi Advisory Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Grassi Advisory Group, Inc.'s sponsor-wide assets grew 4923.4%, from $1M to $50M.
Where does Grassi Advisory Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Grassi Advisory Group Employee Stock Ownership Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Grassi Advisory Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan in TN ($500K, 69 participants).
Which ESOP plans cover a similar participant headcount to Grassi Advisory Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Peoples Services, Inc. Employee Stock Ownership Plan in OH (441 participants, $25M 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 921479802.

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.