Other · DOL Form 5500 · 2024
Gramly and Associates, Inc Retirement Plan
Data updated 2026-08-25
- $103K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $102,986
- Avg per participant Below avg balance/head
Official DOL plan name: Gramly & Associates Inc Retirement Plan · Sponsored by Gramly and Associates, Inc · Wisconsin · Retail Trade
$103K in assets, 1 participants
Gramly and Associates, Inc's Gramly & Associates Inc Retirement Plan reported $103K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 6th 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.
- #834 in Retail Trade (8,048 peers)
What the 2024 filing shows
Gramly & Associates Inc Retirement Plan holds $103K for 1 participant - about $102,986 per participant, among the smaller plans by assets on file.
- #834
- in Retail Trade (8,048 peers)
- -0.8%
- assets change YoY
The plan reported a net loss of $864 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gramly & Associates Inc Retirement Plan among the smaller filed plans by assets
Gramly & Associates Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$102,986 6th percentile higher than 6% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Gramly & Associates Inc Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gramly & Associates Inc Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gramly & Associates Inc Retirement Plan reported net income rose from -$9K in the plan year 2023 filing to -$864 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391819246 · Gramly and Associates, Inc PY 2024 · Other
Gramly & Associates Inc Retirement Plan · $103K · 1 · 6th
- PCT $103K
- EIN 1
- RANK 6th
- PHOTO Other
- IND near The Abuse Network, Inc.
- EOY ind #834
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 Retail Trade retirement plans → · Plans in Wisconsin →
Gramly & Associates Inc Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $104K |
|---|---|
| Net Assets (End of Year) | $103K |
| Net Income | -$864 |
| Employer EIN | 391819246 |
| Plan Effective Date | 1995-05-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gramly and Associates, Inc)
Sponsor-wide plan assets over time
All Gramly and Associates, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $103K 9.062331676217891% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $113K |
| 2023 | 1 | 1 | $104K |
| 2024 | 1 | 1 | $103K |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Gramly & Associates Inc Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is The Abuse Network, Inc. in PA ($103K); by covered participants it is Mishas Holdings 401(k) in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103K here).
- The Abuse Network, Inc. (PA) $103K · 16
- Fisher County Health Care Development 403b Plan (TX) $104K · N/A
- Hickory Creek Healthcare Foundation Inc 403b Plan (GA) $104K · 26
- Friar's Club, Inc. Employee Pension Plan (OH) $101K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mishas Holdings 401(k) (FL) 1 · 0 off
- Shebesta Group Savings Plan (OH) 1 · 0 off
- Van Herweg Electric Money Purchase Plan (MI) 1 · 0 off
- Lourdes Kutbi Rivera Retirement Plan (PR) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.