401(k) · DOL Form 5500 · 2023

Grand Street Settlement, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
296
Participants Below avg headcount
54th
Percentile by assets National rank
$26,774
Avg per participant Low balance/head
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Official DOL plan name: Grand Street Settlement, Inc. 401(k) Plan · Sponsored by Grand Street Settlement, Inc. · New York · Healthcare & Social Assistance

$8M in assets, 296 participants

Grand Street Settlement, Inc.'s Grand Street Settlement, Inc. 401(k) Plan reported $8M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,454 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Grand Street Settlement, Inc. 401(k) Plan covers 296 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $8M.

#10,454
in Healthcare & Social Assistance (17,684 peers)
+9.0%
assets growth YoY

Grand Street Settlement, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Grand Street Settlement, Inc. 401(k) Plan vs every filed plan by assets

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

$7,925,134 Top 46% higher than 54% 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

Grand Street Settlement, Inc. 401(k) 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. Grand Street Settlement, Inc. 401(k) Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grand Street Settlement, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2022 filing to $657K in the plan year 2023 filing.
  • Grand Street Settlement, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Grand Street Settlement, Inc. 401(k) Plan reported participants rose from 278 in the plan year 2022 filing to 296 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 135562230 · Grand Street Settlement, Inc. PY 2023 · 401(k)

Grand Street Settlement, Inc. 401(k) Plan · $8M · 296 · 54th

  • EOY $8M
  • 5500 296
  • ASSETS 54th
  • PCT 401(k)
  • EIN near Schwartz & Associates, P.a. 401(k) Salary Savings Plan
  • RANK ind #10454

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Grand Street Settlement, Inc. 401(k) Plan in the asset neighbourhood

Grand Street Settlement, Inc. 401(k) PlanGrand Street Settlement, Inc…$8MSchwartz & Associates, P.a. 401(k) Salary Savings PlanSchwartz & Associates, P.a. …$8MHcp Financial and Management Services 401(k) PlanHcp Financial and Management…$8MRidge Care 401(k) Plan$8MPrescryptive Health 401(k) PlanPrescryptive Health 401(k) P…$8M
End-of-year total assets ($M) among Grand Street Settlement, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$657K
Employer EIN135562230
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grand Street Settlement, Inc.)

Sponsor-wide plan assets over time

All Grand Street Settlement, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 37.64141741918911% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.27M $10M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 278 $7M
2023 1 296 $8M
2024 1 310 $10M

Nearby 401(k) Plans in New York

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

Grand Street Settlement, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Grand Street Settlement, Inc. 401(k) Plan, Total assets ($B): 0.007925134 · Participants: 296Grand Street Settlement, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Grand Street Settlement, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Grand Street Settlement, Inc. 401(k) Plan side-by-side with 3 peers →

Grand Street Settlement, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Schwartz & Associates, P.a. 401(k) Salary Savings Plan in MS ($8M); by covered participants it is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Grand Street Settlement, Inc. 401(k) Plan assets move in 2023? ▼
Grand Street Settlement, Inc. 401(k) Plan grew at a solid clip - up 9.0% during 2023, from $7M to $8M. Reported net income was $657K.
How have Grand Street Settlement, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grand Street Settlement, Inc.'s sponsor-wide assets grew 37.6%, from $7M to $10M.
Which 401(k) plans are similar in size to Grand Street Settlement, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schwartz & Associates, P.a. 401(k) Salary Savings Plan in MS ($8M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Grand Street Settlement, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants, $15M 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 135562230.

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.