Other · DOL Form 5500 · 2023

Grid Alternatives, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
268
Participants Below avg headcount
58th
Percentile by assets National rank
$36,551
Avg per participant Low balance/head
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Official DOL plan name: Grid Alternatives, Inc. 403(b) Plan · Sponsored by Grid Alternatives, Inc. · California · Professional & Technical Services

$10M in assets, 268 participants

Grid Alternatives, Inc.'s Grid Alternatives, Inc. 403(b) Plan reported $10M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,505 in Professional & Technical Services (20,321 peers)

Coverage in California

Grid Alternatives, Inc. 403(b) Plan covers 268 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $10M.

#11,505
in Professional & Technical Services (20,321 peers)
+34.9%
assets growth YoY

Grid Alternatives, Inc. 403(b) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Grid Alternatives, Inc. 403(b) Plan vs every filed plan by assets

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

$9,795,728 Top 42% higher than 58% 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

Grid Alternatives, Inc. 403(b) 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. Grid Alternatives, Inc. 403(b) Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grid Alternatives, Inc. 403(b) Plan reported net income rose from -$526K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Grid Alternatives, Inc. 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Grid Alternatives, Inc. 403(b) Plan reported participants rose from 236 in the plan year 2022 filing to 268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260043353 · Grid Alternatives, Inc. PY 2023 · Other

Grid Alternatives, Inc. 403(b) Plan · $10M · 268 · 58th

  • ASSETS $10M
  • PCT 268
  • EIN 58th
  • RANK Other
  • PHOTO near Landmark Christian School 403(b) Retirement Plan
  • IND ind #11505

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 Professional & Technical Services retirement plans → · Plans in California →

Grid Alternatives, Inc. 403(b) Plan in the asset neighbourhood

Grid Alternatives, Inc. 403(b) PlanGrid Alternatives, Inc. 403(…$10MBecket Academy 403(b) Plan$10MEastern National 403(b) Plan$10MLandmark Christian School 403(b) Retirement PlanLandmark Christian School 40…$10MSalem Community Hospital R.N. Matching Retirement 403(b) PlanSalem Community Hospital R.N…$10M
End-of-year total assets ($M) among Grid Alternatives, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN260043353
Plan Effective Date2006-11-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Grid Alternatives, Inc.)

Sponsor-wide plan assets over time

All Grid Alternatives, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 448.6011660679327% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $7.26M $39.8M ▲ +448.6%
Year Plans Participants Total Assets
2022 1 236 $7M
2023 1 268 $10M
2024 7 1,158 $40M

Nearby Other Plans in California

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

Grid Alternatives, Inc. 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Grid Alternatives, Inc. 403(b) Plan, Total assets ($B): 0.009795728 · Participants: 268Grid Alternatives, Inc. 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Grid Alternatives, Inc. 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Grid Alternatives, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Landmark Christian School 403(b) Retirement Plan in GA ($10M); by covered participants it is King School, Inc. Section 403(b) Plan in CT (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 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 Grid Alternatives, Inc. 403(b) Plan assets move in 2023?
Grid Alternatives, Inc. 403(b) Plan surged - up 34.9% during 2023, from $7M to $10M. Reported net income was $3M.
How have Grid Alternatives, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Grid Alternatives, Inc.'s sponsor-wide assets grew 448.6%, from $7M to $40M.
Which Other plans are similar in size to Grid Alternatives, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Landmark Christian School 403(b) Retirement Plan in GA ($10M, 199 participants).
Which Other plans cover a similar participant headcount to Grid Alternatives, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is King School, Inc. Section 403(b) Plan in CT (268 participants, $50M in assets).