401(k) · DOL Form 5500 · 2024

Joseph Gruber Dds & Associates, Ltd. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 12
Participants Small participant base: 32nd
Percentile by assets National rank: $207,517
Avg per participant Above avg balance/head

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Official DOL plan name: Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust · Sponsored by Joseph Gruber Dds & Associates, Ltd. · Illinois · Healthcare & Social Assistance

$2M in assets, 12 participants

Joseph Gruber Dds & Associates, Ltd.'s Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

#5,232 in Healthcare & Social Assistance (16,916 peers)

Joseph Gruber Dds & Associates, Ltd. multi-year trail

Joseph Gruber Dds & Associates, Ltd.'s plans moved +57.7% in assets from 2022 to 2024; this filing shows Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust at $2M / 12 participants.

#5,232
in Healthcare & Social Assistance (16,916 peers): +21.5%
assets growth YoY

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust among the smaller filed plans by assets

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,490,206 32nd percentile higher than 32% 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

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust reported net income rose from -$335K in the plan year 2022 filing to $440K in the plan year 2024 filing.
Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2024 filing.
Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust reported participants rose from 9 in the plan year 2022 filing to 12 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 363928118 · Joseph Gruber Dds & Associates, Ltd. PY 2024 · 401(k)

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust · $2M · 12 · 32nd

PHOTO $2M
IND 12
EOY 32nd
5500 401(k)
ASSETS near Health Holdings, LLC 401(k) Profit Sharing Plan
PCT ind #5232

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Joseph Gruber Dds & Associates, Ltd. multi-year asset trail

Latest sponsor-wide plan assets: $2M 57.70419420456532% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	9	$2M
2024	1	12	$2M

Joseph Gruber Dds & Associates, Ltd. filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$440K
Employer EIN	363928118
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust side-by-side with 3 peers →

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Health Holdings, LLC 401(k) Profit Sharing Plan in FL ($2M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Health Holdings, LLC 401(k) Profit Sharing Plan (FL) $2M · 496
Wortman & Nemeroff, P.a. Profit Sharing Plan (MD) $2M · 2
Ipsco/Cornerstone 401(k) Retirement Plan (TN) $2M · 34
Arsenal Medical 401(k) Plan (MA) $2M · 14

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan (TN) 12 · 0 off
Mason Hill Advisors, LLC Profit Sharing Plan (CT) 12 · 0 off
Aj Machining, LLC 401(k)/Profit Sharing Plan (MN) 12 · 0 off
Adamsville Properties, Inc. 401(k) Plan (DE) 12 · 0 off

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 Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust assets move in 2024? ▼

Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust grew sharply - up 21.5% during 2024, from $2M to $2M. Reported net income was $440K.

How have Joseph Gruber Dds & Associates, Ltd. plan assets changed over time? ▼

Across 2 plan years on file (2022-2024), Joseph Gruber Dds & Associates, Ltd.'s sponsor-wide assets grew 57.7%, from $2M to $2M.

Which 401(k) plans are similar in size to Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Health Holdings, LLC 401(k) Profit Sharing Plan in FL ($2M, 496 participants).

Which 401(k) plans cover a similar participant headcount to Joseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 363928118.