401(k) · DOL Form 5500 · 2024
Oscar Gruss & Son Incorporated 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $254,104
- Avg per participant Above avg balance/head
Official DOL plan name: Oscar Gruss & Son Incorporated 401(k) Plan · Sponsored by Oscar Gruss & Son Incorporated · New York · Finance & Insurance
$5M in assets, 21 participants
Oscar Gruss & Son Incorporated's Oscar Gruss & Son Incorporated 401(k) Plan reported $5M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,493 in Finance & Insurance (8,549 peers)
Oscar Gruss & Son Incorporated multi-year trail
Oscar Gruss & Son Incorporated's plans moved +59.0% in assets from 2022 to 2024; this filing shows Oscar Gruss & Son Incorporated 401(k) Plan at $5M / 21 participants.
- #2,493
- in Finance & Insurance (8,549 peers)
- +19.2%
- assets growth YoY
Oscar Gruss & Son Incorporated 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Oscar Gruss & Son Incorporated 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,336,190 43rd percentile higher than 43% 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
Oscar Gruss & Son Incorporated 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. Oscar Gruss & Son Incorporated 401(k) Plan is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oscar Gruss & Son Incorporated 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $858K in the plan year 2024 filing.
- Oscar Gruss & Son Incorporated 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 132913779 · Oscar Gruss & Son Incorporated PY 2024 · 401(k)
Oscar Gruss & Son Incorporated 401(k) Plan · $5M · 21 · 43rd
- VS-ST $5M
- BOY 21
- SCH 43rd
- EBSA 401(k)
- PART near Halliburton Savings Plan
- TYPE ind #2493
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 New York →
Oscar Gruss & Son Incorporated 401(k) Plan in the asset neighbourhood
Oscar Gruss & Son Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Oscar Gruss & Son Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 58.97036392669034% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $3M |
| 2023 | 1 | 21 | $4M |
| 2024 | 1 | 21 | $5M |
Oscar Gruss & Son Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $858K |
| Employer EIN | 132913779 |
| Plan Effective Date | 1980-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Oscar Gruss & Son Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Halliburton Savings Plan in TX ($5M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Halliburton Savings Plan (TX) $5M · 56
- Np Hale International Inc Profit Sharing Plan (CA) $5M · 4
- A-1 Industries Retirement Plan (FL) $5M · 379
- Azria Health 401(k) Plan (IA) $5M · 869
Similar participant headcount
Nearest other-state filings by covered participants (21 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.