401(k) · DOL Form 5500 · 2024

Gruss & Co., LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
36
Participants Small participant base
71st
Percentile by assets National rank
$575,077
Avg per participant High balance/head
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Official DOL plan name: Gruss 401(k) Plan · Sponsored by Gruss & Co., LLC · Florida · Finance & Insurance

$21M in assets, 36 participants

Gruss & Co., LLC's Gruss 401(k) Plan reported $21M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,800 in Finance & Insurance (8,549 peers)

Gruss & Co., LLC multi-year trail

Gruss & Co., LLC's plans moved +51.1% in assets from 2022 to 2024; this filing shows Gruss 401(k) Plan at $21M / 36 participants.

#4,800
in Finance & Insurance (8,549 peers)
+19.8%
assets growth YoY

Gruss 401(k) Plan's outsized position by total assets

Gruss 401(k) Plan vs every filed plan by assets

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

$20,702,776 Top 29% higher than 71% 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

Gruss 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gruss 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gruss 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Gruss 401(k) Plan reported participants rose from 33 in the plan year 2023 filing to 36 in the plan year 2024 filing.
  • Gruss 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 132814116 · Gruss & Co., LLC PY 2024 · 401(k)

Gruss 401(k) Plan · $21M · 36 · 71st

  • PHOTO $21M
  • IND 36
  • EOY 71st
  • 5500 401(k)
  • ASSETS near Gregory Industries, Inc. Retirement and Savings Plan
  • PCT ind #4800

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 Finance & Insurance retirement plans → · Plans in Florida →

Gruss 401(k) Plan in the asset neighbourhood

Gruss 401(k) Plan$21MGregory Industries, Inc. Retirement and Savings PlanGregory Industries, Inc. Ret…$21MDavis Defense Group, Inc. 401(k)Davis Defense Group, Inc. 40…$21MStructural Steel Services, Inc.401(k) Retirement PlanStructural Steel Services, I…$21MOdell Brewing Company 401(k) PlanOdell Brewing Company 401(k)…$21M
End-of-year total assets ($M) among Gruss 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gruss & Co., LLC multi-year asset trail

Sponsor-wide plan assets over time

All Gruss & Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 51.11504298172045% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.7M $20.7M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 33 $14M
2023 1 33 $17M
2024 1 36 $21M

Gruss & Co., LLC filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN132814116
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Gruss 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Gruss 401(k) Plan, Total assets ($B): 0.020702776 · Participants: 36Gruss 401(k) PlanL3harris 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
Gruss 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Gruss 401(k) Plan side-by-side with 3 peers →

Gruss 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Gregory Industries, Inc. Retirement and Savings Plan in OH ($21M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Gruss 401(k) Plan assets move in 2024? ▼
Gruss 401(k) Plan grew sharply - up 19.8% during 2024, from $17M to $21M. Reported net income was $3M.
How have Gruss & Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gruss & Co., LLC's sponsor-wide assets grew 51.1%, from $14M to $21M.
Which 401(k) plans are similar in size to Gruss 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gregory Industries, Inc. Retirement and Savings Plan in OH ($21M, 254 participants).
Which 401(k) plans cover a similar participant headcount to Gruss 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants, $4M 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 132814116.

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.