401(k) · DOL Form 5500 · 2024

Groom & Cave, LLP 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
11
Participants Small participant base
53rd
Percentile by assets National rank
$803,700
Avg per participant High balance/head
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Official DOL plan name: Groom & Cave, LLP 401(k) Profit Sharing Plan · Sponsored by Groom & Cave, LLP · California · Professional & Technical Services

$9M in assets, 11 participants

Groom & Cave, LLP's Groom & Cave, LLP 401(k) Profit Sharing Plan reported $9M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,342 in Professional & Technical Services (20,173 peers)

Groom & Cave, LLP multi-year trail

Groom & Cave, LLP's plans moved +51.5% in assets from 2022 to 2024; this filing shows Groom & Cave, LLP 401(k) Profit Sharing Plan at $9M / 11 participants.

#10,342
in Professional & Technical Services (20,173 peers)
+19.8%
assets growth YoY

Groom & Cave, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Groom & Cave, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,840,705 Top 47% higher than 53% 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

Groom & Cave, LLP 401(k) Profit Sharing 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. Groom & Cave, LLP 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Groom & Cave, LLP 401(k) Profit Sharing Plan reported participants rose from 9 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Groom & Cave, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Groom & Cave, LLP 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 770185200 · Groom & Cave, LLP PY 2024 · 401(k)

Groom & Cave, LLP 401(k) Profit Sharing Plan · $9M · 11 · 53rd

  • ASSETS $9M
  • PCT 11
  • EIN 53rd
  • RANK 401(k)
  • PHOTO near Plymouth Harbor, Inc. Retirement Savings Plan 401(k)
  • IND ind #10342

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 California →

Groom & Cave, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Groom & Cave, LLP 401(k) Profit Sharing PlanGroom & Cave, LLP 401(k) Pro…$9MPlymouth Harbor, Inc. Retirement Savings Plan 401(k)Plymouth Harbor, Inc. Retire…$9MFbmc Benefits Management, Inc 401(k) PlanFbmc Benefits Management, In…$9MRatner Steel Supply Company 401(k) PlanRatner Steel Supply Company …$9MLegacy Fruit, LLC 401(k) Plan and TrustLegacy Fruit, LLC 401(k) Pla…$9M
End-of-year total assets ($M) among Groom & Cave, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Groom & Cave, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Groom & Cave, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 51.458571931516715% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.84M $8.84M ▲ +51.4%
Year Plans Participants Total Assets
2022 1 9 $6M
2023 1 9 $7M
2024 1 11 $9M

Groom & Cave, LLP filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN770185200
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Groom & Cave, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Groom & Cave, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.008840705 · Participants: 11Groom & Cave, LLP 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Groom & Cave, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Groom & Cave, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Groom & Cave, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Plymouth Harbor, Inc. Retirement Savings Plan 401(k) in FL ($9M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Groom & Cave, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Groom & Cave, LLP 401(k) Profit Sharing Plan grew sharply - up 19.8% during 2024, from $7M to $9M. Reported net income was $1M.
How have Groom & Cave, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Groom & Cave, LLP's sponsor-wide assets grew 51.5%, from $6M to $9M.
Which 401(k) plans are similar in size to Groom & Cave, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plymouth Harbor, Inc. Retirement Savings Plan 401(k) in FL ($9M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Groom & Cave, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 770185200.

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.