Profit Sharing · DOL Form 5500 · 2023

Rich Grant Inc Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
43rd
Percentile by assets National rank
$364,406
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rich Grant Inc. Profit Sharing Plan · Sponsored by Rich Grant Inc · Utah · Wholesale Trade

$5M in assets, 13 participants

Rich Grant Inc's Rich Grant Inc. Profit Sharing Plan reported $5M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,055 in Wholesale Trade (6,309 peers)

Rich Grant Inc multi-year trail

Rich Grant Inc's plans moved +13.5% in assets from 2022 to 2024; this filing shows Rich Grant Inc. Profit Sharing Plan at $5M / 13 participants.

#2,055
in Wholesale Trade (6,309 peers)
+7.1%
assets growth YoY

Rich Grant Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Rich Grant Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,737,281 43rd percentile higher than 43% 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

Rich Grant Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rich Grant Inc. Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rich Grant Inc. Profit Sharing Plan reported net income rose from $181K in the plan year 2022 filing to $316K in the plan year 2023 filing.
  • Rich Grant Inc. Profit Sharing Plan reported participants rose from 11 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • Rich Grant Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870339699 · Rich Grant Inc PY 2023 · Profit Sharing

Rich Grant Inc. Profit Sharing Plan · $5M · 13 · 43rd

  • PART $5M
  • TYPE 13
  • NET 43rd
  • BOOK Profit Sharing
  • VS-ST near Mcknight Canzano Smith Radtke Brault PC Profit Sharing Plan
  • BOY ind #2055

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 Wholesale Trade retirement plans → · Plans in Utah →

Rich Grant Inc. Profit Sharing Plan in the asset neighbourhood

Rich Grant Inc. Profit Sharing PlanRich Grant Inc. Profit Shari…$5MMcknight Canzano Smith Radtke Brault PC Profit Sharing PlanMcknight Canzano Smith Radtk…$5MAc Davidson Gulf Coast Inc. Retirement PlanAc Davidson Gulf Coast Inc. …$5MJsm Family Holdings Corporation Retirement PlanJsm Family Holdings Corporat…$5MCharles F. Clifford, III Profit Sharing PlanCharles F. Clifford, III Pro…$5M
End-of-year total assets ($M) among Rich Grant Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Rich Grant Inc multi-year asset trail

Sponsor-wide plan assets over time

All Rich Grant Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 13.52835697205965% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.42M $5.02M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 1 13 $5M
2024 1 14 $5M

Rich Grant Inc filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$316K
Employer EIN870339699
Plan Effective Date1980-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Utah

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

Rich Grant Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -1000100200300400500 Total assets ($M) Participants Rich Grant Inc. Profit Sharing Plan, Total assets ($M): 4.737281 · Participants: 13Rich Grant Inc. Profit Sharing PlanWgu Retirement Savings Plan, Total assets ($M): 431.080482 · Participants: 7868Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan, Total assets ($M): 320.492816 · Participants: 2460Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 146.57466 · Participants: 265Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 118.450852 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former EmployeesCampbell Scientific Profit Sharing Plan, Total assets ($M): 105.604978 · Participants: 651Campbell Scientific Profit Sharing Plan
Rich Grant Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Rich Grant Inc. Profit Sharing Plan side-by-side with 3 peers →

Rich Grant Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Mcknight Canzano Smith Radtke Brault PC Profit Sharing Plan in MI ($5M); by covered participants it is Tile & Light Art of Durango Inc. Retirement Plan in CO (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Rich Grant Inc. Profit Sharing Plan assets move in 2023? ▼
Rich Grant Inc. Profit Sharing Plan grew at a solid clip - up 7.1% during 2023, from $4M to $5M. Reported net income was $316K.
How have Rich Grant Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rich Grant Inc's sponsor-wide assets grew 13.5%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Rich Grant Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mcknight Canzano Smith Radtke Brault PC Profit Sharing Plan in MI ($5M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Rich Grant Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Tile & Light Art of Durango Inc. Retirement Plan in CO (13 participants, $2M 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 870339699.

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.