Other · DOL Form 5500 · 2023

Kelly Grotte Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$510,000
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kelly Grotte Money Purchase Plan · Sponsored by Kelly Grotte · North Dakota · Agriculture, Forestry & Fishing

$1M in assets, 2 participants

Kelly Grotte's Kelly Grotte Money Purchase Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #286 in Agriculture, Forestry & Fishing (1,288 peers)

Kelly Grotte multi-year trail

Kelly Grotte's plans moved +16.5% in assets from 2022 to 2024; this filing shows Kelly Grotte Money Purchase Plan at $1M / 2 participants.

#286
in Agriculture, Forestry & Fishing (1,288 peers)
+17.1%
assets growth YoY

Kelly Grotte Money Purchase Plan among the smaller filed plans by assets

Kelly Grotte Money Purchase Plan vs every filed plan by assets

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

$1,020,000 24th percentile higher than 24% 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

Kelly Grotte Money Purchase Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelly Grotte Money Purchase Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelly Grotte Money Purchase Plan reported net income rose from -$84K in the plan year 2022 filing to $149K in the plan year 2023 filing.
  • Kelly Grotte Money Purchase Plan end-of-year assets rose from $871K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621612296 · Kelly Grotte PY 2023 · Other

Kelly Grotte Money Purchase Plan · $1M · 2 · 24th

  • ASSETS $1M
  • ASSETS 2
  • ASSETS 24th
  • ASSETS Other
  • ASSETS near The Robert D Jablonski Jr Md Profit Sharing Plan & Trust
  • ASSETS ind #286

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 Agriculture, Forestry & Fishing retirement plans → · Plans in North Dakota →

Kelly Grotte Money Purchase Plan in the asset neighbourhood

Pace Solano Voluntary Retirement Annuity Plan a 403(b) PlanPace Solano Voluntary Retire…$1MVisiting Nurse Services of the Northwest 403(b) PlanVisiting Nurse Services of t…$1MKelly Grotte Money Purchase PlanKelly Grotte Money Purchase …$1MThe Robert D Jablonski Jr Md Profit Sharing Plan & TrustThe Robert D Jablonski Jr Md…$1MGoodwill Industries of South Central Ohio 403b PlanGoodwill Industries of South…$1M
End-of-year total assets ($M) among Kelly Grotte Money Purchase Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kelly Grotte multi-year asset trail

Sponsor-wide plan assets over time

All Kelly Grotte plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.455497519162183% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M 202220232024 $2.29M $2.67M ▲ +16.6%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $3M
2024 2 4 $3M

Kelly Grotte filing trail (2023)

Total Assets (Beginning of Year)$871K
Net Assets (End of Year)$1M
Net Income$149K
Employer EIN621612296
Plan Effective Date1993-12-31
Filing StatusFILING RECEIVED

Nearby Other Plans in North Dakota

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

Kelly Grotte Money Purchase Plan vs. nearby Other plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -50050100150200 Total assets ($M) Participants Kelly Grotte Money Purchase Plan, Total assets ($M): 1.02 · Participants: 2Kelly Grotte Money Purchase PlanThe 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital, Total assets ($M): 164.918093 · Participants: 1491The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial HospitalUniversity of Mary Employee Retirement Plan, Total assets ($M): 63.187544 · Participants: 449University of Mary Employee Retirement PlanWest River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan, Total assets ($M): 25.261968 · Participants: 293West River Health Service Foundation and Subsidiaries Tax Deferred Annuity PlanUniversity of Jamestown 403(b) DC Plan, Total assets ($M): 24.564188 · Participants: 357University of Jamestown 403(b) DC PlanAble, Inc. 403(b) Plan, Total assets ($M): 12.254206 · Participants: 251Able, Inc. 403(b) Plan
Kelly Grotte Money Purchase Plan vs. nearby Other plans in North Dakota, assets vs. participants
Compare Kelly Grotte Money Purchase Plan side-by-side with 3 peers →

Kelly Grotte Money Purchase Plan's out-of-state Other peers by assets and headcount

Outside North Dakota, the nearest Other by assets is The Robert D Jablonski Jr Md Profit Sharing Plan & Trust in NY ($1M); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Kelly Grotte Money Purchase Plan assets move in 2023? ▼
Kelly Grotte Money Purchase Plan grew sharply - up 17.1% during 2023, from $871K to $1M. Reported net income was $149K.
How have Kelly Grotte plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Grotte's sponsor-wide assets grew 16.5%, from $2M to $3M.
Where does Kelly Grotte Money Purchase Plan rank by assets among Form 5500 filers? ▼
Kelly Grotte Money Purchase Plan ranks in the 24th 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 Other plans are similar in size to Kelly Grotte Money Purchase Plan? ▼
Among Other plans in other states, the closest by assets is The Robert D Jablonski Jr Md Profit Sharing Plan & Trust in NY ($1M, 1 participant).
Which Other plans cover a similar participant headcount to Kelly Grotte Money Purchase Plan? ▼
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 621612296.

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.