Profit Sharing · DOL Form 5500 · 2023

Lou Grasso Associates Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
34th
Percentile by assets National rank
$884,120
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lou Grasso Associates P/S Plan · Sponsored by Lou Grasso Associates · New York · Professional & Technical Services

$3M in assets, 3 participants

Lou Grasso Associates's Lou Grasso Associates P/S Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,220 in Professional & Technical Services (20,321 peers)

Lou Grasso Associates multi-year trail

Lou Grasso Associates's plans moved +56.2% in assets from 2022 to 2024; this filing shows Lou Grasso Associates P/S Plan at $3M / 3 participants.

#6,220
in Professional & Technical Services (20,321 peers)
+31.0%
assets growth YoY

Lou Grasso Associates P/S Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lou Grasso Associates P/S Plan vs every filed plan by assets

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

$2,652,359 34th percentile higher than 34% 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

Lou Grasso Associates P/S Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lou Grasso Associates P/S Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lou Grasso Associates P/S Plan reported net income rose from -$56K in the plan year 2022 filing to $628K in the plan year 2023 filing.
  • Lou Grasso Associates P/S Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133004624 · Lou Grasso Associates PY 2023 · Profit Sharing

Lou Grasso Associates P/S Plan · $3M · 3 · 34th

  • PART $3M
  • TYPE 3
  • NET 34th
  • BOOK Profit Sharing
  • VS-ST near Harris Engineering, Inc Profit Sharing Plan
  • BOY ind #6220

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 New York →

Lou Grasso Associates P/S Plan in the asset neighbourhood

Lou Grasso Associates P/S PlanLou Grasso Associates P/S Pl…$3MHarris Engineering, Inc Profit Sharing PlanHarris Engineering, Inc Prof…$3MRotational Molding Technologies Inc Employees' Profit Sharing Plan and TrustRotational Molding Technolog…$3MThe Graves Company Inc. Profit Sharing PlanThe Graves Company Inc. Prof…$3MMetro Health Inc. Dba Hospital Metropolitano Retirement PlanMetro Health Inc. Dba Hospit…$3M
End-of-year total assets ($M) among Lou Grasso Associates P/S Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Lou Grasso Associates multi-year asset trail

Sponsor-wide plan assets over time

All Lou Grasso Associates plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.208486333116845% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.02M $3.16M ▲ +56.4%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $3M
2024 1 4 $3M

Lou Grasso Associates filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$628K
Employer EIN133004624
Plan Effective Date1979-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Lou Grasso Associates P/S Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Lou Grasso Associates P/S Plan, Total assets ($B): 0.002652359 · Participants: 3Lou Grasso Associates P/S PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Lou Grasso Associates P/S Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Lou Grasso Associates P/S Plan side-by-side with 3 peers →

Lou Grasso Associates P/S Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Harris Engineering, Inc Profit Sharing Plan in KY ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Lou Grasso Associates P/S Plan assets move in 2023? ▼
Lou Grasso Associates P/S Plan surged - up 31.0% during 2023, from $2M to $3M. Reported net income was $628K.
How have Lou Grasso Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lou Grasso Associates's sponsor-wide assets grew 56.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Lou Grasso Associates P/S Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Harris Engineering, Inc Profit Sharing Plan in KY ($3M, 37 participants).
Which Profit Sharing plans cover a similar participant headcount to Lou Grasso Associates P/S Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 133004624.

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.