Other · DOL Form 5500 · 2023

Kelly Grotte Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$815,000
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kelly Grotte Psp 2023 · Sponsored by Kelly Grotte · North Dakota · Agriculture, Forestry & Fishing

$2M in assets, 2 participants

Kelly Grotte's Kelly Grotte Psp 2023 reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #372 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 Psp 2023 at $2M / 2 participants.

#372
in Agriculture, Forestry & Fishing (1,288 peers)
+14.6%
assets growth YoY

Kelly Grotte Psp 2023 among the smaller filed plans by assets

Kelly Grotte Psp 2023 vs every filed plan by assets

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

$1,630,000 28th percentile higher than 28% 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 Psp 2023 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 Psp 2023 is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelly Grotte Psp 2023 reported net income rose from $107K in the plan year 2022 filing to $207K in the plan year 2023 filing.
  • Kelly Grotte Psp 2023 end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 621612296 · Kelly Grotte PY 2023 · Other

Kelly Grotte Psp 2023 · $2M · 2 · 28th

  • BOOK $2M
  • VS-ST 2
  • BOY 28th
  • SCH Other
  • EBSA near Greater Texas Foundation, Inc. Retirement Plan and Trust
  • PART ind #372

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 Psp 2023 in the asset neighbourhood

John Ronan Architect LLC Profit Sharing PlanJohn Ronan Architect LLC Pro…$2MWashington Regional Transplant Community Tax Deferred Retirement PlanWashington Regional Transpla…$2MKelly Grotte Psp 2023$2MGreater Texas Foundation, Inc. Retirement Plan and TrustGreater Texas Foundation, In…$2M403(b) Thrift Plan for the the Pennsylvania Society for Prevention of Cruel403(b) Thrift Plan for the t…$2M
End-of-year total assets ($M) among Kelly Grotte Psp 2023 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)$1M
Net Assets (End of Year)$2M
Net Income$207K
Employer EIN621612296
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Dakota

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

Kelly Grotte Psp 2023 vs. nearby Other plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -50050100150200 Total assets ($M) Participants Kelly Grotte Psp 2023, Total assets ($M): 1.63 · Participants: 2Kelly Grotte Psp 2023The 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 Psp 2023 vs. nearby Other plans in North Dakota, assets vs. participants
Compare Kelly Grotte Psp 2023 side-by-side with 3 peers →

Kelly Grotte Psp 2023's out-of-state Other peers by assets and headcount

Outside North Dakota, the nearest Other by assets is Greater Texas Foundation, Inc. Retirement Plan and Trust in TX ($2M); 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 Psp 2023 assets move in 2023? ▼
Kelly Grotte Psp 2023 grew at a solid clip - up 14.6% during 2023, from $1M to $2M. Reported net income was $207K.
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.
Which Other plans are similar in size to Kelly Grotte Psp 2023? ▼
Among Other plans in other states, the closest by assets is Greater Texas Foundation, Inc. Retirement Plan and Trust in TX ($2M, 9 participants).
Which Other plans cover a similar participant headcount to Kelly Grotte Psp 2023? ▼
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.