401(k) · DOL Form 5500 · 2024

Perry G Gruman PA 401(k) Plan

Data updated 2026-08-25

$947K
Total assets Small plan by assets
5
Participants Small participant base
23rd
Percentile by assets National rank
$189,457
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Perry G Gruman PA 401(k) Profit Sharing Plan & Trust · Sponsored by Perry G Gruman PA · Florida · Professional & Technical Services

$947K in assets, 5 participants

Perry G Gruman PA's Perry G Gruman PA 401(k) Profit Sharing Plan & Trust reported $947K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,570 in Professional & Technical Services (20,173 peers)

Perry G Gruman PA multi-year trail

Perry G Gruman PA's plans moved +32.6% in assets from 2022 to 2024; this filing shows Perry G Gruman PA 401(k) Profit Sharing Plan & Trust at $947K / 5 participants.

#3,570
in Professional & Technical Services (20,173 peers)
+14.7%
assets growth YoY

Perry G Gruman PA 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Perry G Gruman PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$947,286 23rd percentile higher than 23% of 123,620 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 2024

Perry G Gruman PA 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perry G Gruman PA 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Perry G Gruman PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $826K in the plan year 2023 filing to $947K in the plan year 2024 filing.
  • Perry G Gruman PA 401(k) Profit Sharing Plan & Trust reported net income rose from $111K in the plan year 2023 filing to $122K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 592765733 · Perry G Gruman PA PY 2024 · 401(k)

Perry G Gruman PA 401(k) Profit Sharing Plan & Trust · $947K · 5 · 23rd

  • NET $947K
  • BOOK 5
  • VS-ST 23rd
  • BOY 401(k)
  • SCH near Bright Star Investments, Inc. 401(k) Plan
  • EBSA ind #3570

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 Florida →

Perry G Gruman PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Perry G Gruman PA 401(k) Profit Sharing Plan & TrustPerry G Gruman PA 401(k) Pro…$947KBright Star Investments, Inc. 401(k) PlanBright Star Investments, Inc…$947KRiffs Smokehouse, Inc. 401(k) Profit Sharing PlanRiffs Smokehouse, Inc. 401(k…$947KThe Blueprint 401(k)$948KCarleton Controls 401(k)$947K
End-of-year total assets ($M) among Perry G Gruman PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Perry G Gruman PA multi-year asset trail

Sponsor-wide plan assets over time

All Perry G Gruman PA plans reported in each filing year

Latest sponsor-wide plan assets
$947K 32.60216522812725% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.71M $0.95M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 6 $714K
2023 1 5 $826K
2024 1 5 $947K

Perry G Gruman PA filing trail (2024)

Total Assets (Beginning of Year)$826K
Net Assets (End of Year)$947K
Net Income$122K
Employer EIN592765733
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Perry G Gruman PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Perry G Gruman PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000947286 · Participants: 5Perry G Gruman PA 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Perry G Gruman PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Perry G Gruman PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Perry G Gruman PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bright Star Investments, Inc. 401(k) Plan in NM ($947K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($947K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Perry G Gruman PA 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Perry G Gruman PA 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 14.7% during 2024, from $826K to $947K. Reported net income was $122K.
How have Perry G Gruman PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perry G Gruman PA's sponsor-wide assets grew 32.6%, from $714K to $947K.
Where does Perry G Gruman PA 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Perry G Gruman PA 401(k) Profit Sharing Plan & Trust ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Perry G Gruman PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bright Star Investments, Inc. 401(k) Plan in NM ($947K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Perry G Gruman PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592765733.

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.