401(k) · DOL Form 5500 · 2024

Elion, Grieco & Shipman, P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 8
Participants Small participant base: 38th
Percentile by assets National rank: $482,531
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Elion, Grieco & Shipman, P.C. Retirement Plan · Sponsored by Elion, Grieco & Shipman, P.C. · Pennsylvania · Professional & Technical Services

$4M in assets, 8 participants

Elion, Grieco & Shipman, P.C.'s Elion, Grieco & Shipman, P.C. Retirement Plan reported $4M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

#6,993 in Professional & Technical Services (20,173 peers)

Elion, Grieco & Shipman, P.C. multi-year trail

Elion, Grieco & Shipman, P.C.'s plans moved +24.0% in assets from 2022 to 2024; this filing shows Elion, Grieco & Shipman, P.C. Retirement Plan at $4M / 8 participants.

#6,993
in Professional & Technical Services (20,173 peers): +10.6%
assets growth YoY

Elion, Grieco & Shipman, P.C. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Elion, Grieco & Shipman, P.C. Retirement Plan vs every filed plan by assets

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

$3,860,247 38th percentile higher than 38% 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

Elion, Grieco & Shipman, P.C. 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. Elion, Grieco & Shipman, P.C. Retirement Plan is a micro filing (8 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Elion, Grieco & Shipman, P.C. Retirement Plan reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.
Elion, Grieco & Shipman, P.C. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 232264295 · Elion, Grieco & Shipman, P.C. PY 2024 · 401(k)

Elion, Grieco & Shipman, P.C. Retirement Plan · $4M · 8 · 38th

ASSETS $4M
ASSETS 8
ASSETS 38th
ASSETS 401(k)
ASSETS near Bam Management US Holdings Inc. 401(k) Plan
ASSETS ind #6993

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 Pennsylvania →

End-of-year total assets ($M) among Elion, Grieco & Shipman, P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Elion, Grieco & Shipman, P.C. multi-year asset trail

Latest sponsor-wide plan assets: $4M 24.032806827408468% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	12	$3M
2023	1	9	$3M
2024	1	8	$4M

Elion, Grieco & Shipman, P.C. filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$369K
Employer EIN	232264295
Plan Effective Date	1983-11-09
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Elion, Grieco & Shipman, P.C. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Elion, Grieco & Shipman, P.C. Retirement Plan side-by-side with 3 peers →

Elion, Grieco & Shipman, P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bam Management US Holdings Inc. 401(k) Plan in FL ($4M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Bam Management US Holdings Inc. 401(k) Plan (FL) $4M · 65
Enterprise Commercial Paving 401(k) Plan (TX) $4M · 55
Laughlin Associates, Inc. 401(k) Plan (NV) $4M · 17
Quality Restaurant Group 401(k) Plan (NC) $4M · 3,333

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

The Raymond Company Pension Services, LLC 401(k) Plan (AZ) 8 · 0 off
Ph Financial Services Inc 401(k) Profit Sharing Plan (CA) 8 · 0 off
Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan (AL) 8 · 0 off
Logan, Inc. 401(k) Plan (MD) 8 · 0 off

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 Elion, Grieco & Shipman, P.C. Retirement Plan assets move in 2024? ▼

Elion, Grieco & Shipman, P.C. Retirement Plan grew at a solid clip - up 10.6% during 2024, from $3M to $4M. Reported net income was $369K.

How have Elion, Grieco & Shipman, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Elion, Grieco & Shipman, P.C.'s sponsor-wide assets grew 24.0%, from $3M to $4M.

Which 401(k) plans are similar in size to Elion, Grieco & Shipman, P.C. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bam Management US Holdings Inc. 401(k) Plan in FL ($4M, 65 participants).

Which 401(k) plans cover a similar participant headcount to Elion, Grieco & Shipman, P.C. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 232264295.