Defined Benefit (Pension) · DOL Form 5500 · 2023

John Gray Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
4
Participants Small participant base
50th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: John Gray Retirement Plan and Trust · Sponsored by John Gray · New York · Other Services

$7M in assets, 4 participants

John Gray's John Gray Retirement Plan and Trust reported $7M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,518 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, John Gray Retirement Plan and Trust ranks #5,518 of 7,857 2023 filers by assets (302% of the sector average)-$7M for 4 participants.

#5,518
in Other Services (7,857 peers)
+21.0%
assets growth YoY

John Gray Retirement Plan and Trust's mid-pack asset rank among Other Services and all filers

John Gray Retirement Plan and Trust vs every filed plan by assets

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

$6,656,043 Top 50% higher than 50% 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

John Gray Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Gray Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John Gray Retirement Plan and Trust reported net income rose from $511K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • John Gray Retirement Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 902046837 · John Gray PY 2023 · Defined Benefit (Pension)

John Gray Retirement Plan and Trust · $7M · 4 · 50th

  • PCT $7M
  • EIN 4
  • RANK 50th
  • PHOTO Defined Benefit (Pension)
  • IND near Laborers' Local 130 Pension Fund
  • EOY ind #5518

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 Other Services retirement plans → · Plans in New York →

John Gray Retirement Plan and Trust in the asset neighbourhood

Dimensions Health Corporation Pension PlanDimensions Health Corporatio…$7MJohn Gray Retirement Plan and TrustJohn Gray Retirement Plan an…$7MLaborers' Local 130 Pension FundLaborers' Local 130 Pension …$7MBally North America, Inc. Pension PlanBally North America, Inc. Pe…$7MNational Council on Aging Pension PlanNational Council on Aging Pe…$7M
End-of-year total assets ($M) among John Gray Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN902046837
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Gray)

Sponsor-wide plan assets over time

All John Gray plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.80160983264663% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.5M $7.08M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 4 $6M
2023 1 4 $7M
2024 1 6 $7M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

John Gray Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants John Gray Retirement Plan and Trust, Total assets ($B): 0.006656043 · Participants: 4John Gray Retirement Plan and TrustIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
John Gray Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare John Gray Retirement Plan and Trust side-by-side with 3 peers →

John Gray Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Laborers' Local 130 Pension Fund in PA ($7M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 John Gray Retirement Plan and Trust assets move in 2023? ▼
John Gray Retirement Plan and Trust grew sharply - up 21.0% during 2023, from $6M to $7M. Reported net income was $1M.
How have John Gray plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Gray's sponsor-wide assets grew 28.8%, from $6M to $7M.
Which Defined Benefit (Pension) plans are similar in size to John Gray Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers' Local 130 Pension Fund in PA ($7M, 96 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to John Gray Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A 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 902046837.

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.