Other · DOL Form 5500 · 2024
Kelly Grotte Retirement Plan
Data updated 2026-08-25
- $796K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $398,000
- Avg per participant High balance/head
Official DOL plan name: Kelly Grotte Money Purchase Plan · Sponsored by Kelly Grotte · North Dakota · Agriculture, Forestry & Fishing
$796K in assets, 2 participants
Kelly Grotte's Kelly Grotte Money Purchase Plan reported $796K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #227 in Agriculture, Forestry & Fishing (1,217 peers)
Kelly Grotte multi-year trail
Kelly Grotte's plans moved +16.5% in assets from 2022 to 2024; this filing shows Kelly Grotte Money Purchase Plan at $796K / 2 participants.
- #227
- in Agriculture, Forestry & Fishing (1,217 peers)
- -22.0%
- assets change YoY
The plan reported a net loss of $224K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kelly Grotte Money Purchase Plan among the smaller filed plans by assets
Kelly Grotte Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$796,000 21st percentile higher than 21% 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
Kelly Grotte Money Purchase 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. Kelly Grotte Money Purchase Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kelly Grotte Money Purchase Plan reported net income fell from $149K in the plan year 2023 filing to -$224K in the plan year 2024 filing.
- Kelly Grotte Money Purchase Plan end-of-year assets fell from $1M in the plan year 2023 filing to $796K in the plan year 2024 filing.
DOL schedule card
Filing strip 621612296 · Kelly Grotte PY 2024 · Other
Kelly Grotte Money Purchase Plan · $796K · 2 · 21st
- PHOTO $796K
- PHOTO 2
- PHOTO 21st
- PHOTO Other
- PHOTO near Retirement Plan for Employees of the Bsa,Inc.
- PHOTO ind #227
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 Agriculture, Forestry & Fishing retirement plans → · Plans in North Dakota →
Kelly Grotte Money Purchase Plan in the asset neighbourhood
Kelly Grotte multi-year asset trail
Sponsor-wide plan assets over time
All Kelly Grotte plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 16.455497519162183% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $2M |
| 2023 | 2 | 4 | $3M |
| 2024 | 2 | 4 | $3M |
Kelly Grotte filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $796K |
| Net Income | -$224K |
| Employer EIN | 621612296 |
| Plan Effective Date | 1993-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Dakota
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Mary Employee Retirement Plan $72M · 450
- West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan $27M · 288
- University of Jamestown 403(b) DC Plan $27M · 360
- Able, Inc. 403(b) Plan $13M · 261
- Mckenzie County Healthcare Systems, Inc. 403(b) Plan $12M · 306
Kelly Grotte Money Purchase Plan's out-of-state Other peers by assets and headcount
Outside North Dakota, the nearest Other by assets is Retirement Plan for Employees of the Bsa,Inc. in MA ($791K); by covered participants it is Mueller Fleshing & Supply Inc Profit Sharing Plan in MN (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($796K here).
- Retirement Plan for Employees of the Bsa,Inc. (MA) $791K · 4
- Hilltop Lutheran Neighborhood Center, Inc. 403(b) Plan (DE) $787K · 13
- Community Program Centers of Long Island, Inc. 403(b) Tda Plan (NY) $807K · 110
- Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. (NY) $815K · 138
Similar participant headcount
Nearest other-state filings by covered participants (2 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.