401(k) · DOL Form 5500 · 2024

Grubb Management, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
216
Participants Below avg headcount
72nd
Percentile by assets National rank
$101,560
Avg per participant Below avg balance/head
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Official DOL plan name: Grubb Management, LLC 401(k) Ps Plan · Sponsored by Grubb Management, LLC · North Carolina · Real Estate

$22M in assets, 216 participants

Grubb Management, LLC's Grubb Management, LLC 401(k) Ps Plan reported $22M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #3,948 in Real Estate (4,605 peers)

Coverage in North Carolina

Grubb Management, LLC 401(k) Ps Plan covers 216 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $22M.

#3,948
in Real Estate (4,605 peers)
+15.3%
assets growth YoY

Grubb Management, LLC 401(k) Ps Plan's outsized position by total assets

Grubb Management, LLC 401(k) Ps Plan vs every filed plan by assets

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

$21,936,976 Top 28% higher than 72% 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

Grubb Management, LLC 401(k) Ps Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grubb Management, LLC 401(k) Ps Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grubb Management, LLC 401(k) Ps Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Grubb Management, LLC 401(k) Ps Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Grubb Management, LLC 401(k) Ps Plan reported participants rose from 211 in the plan year 2023 filing to 216 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561758296 · Grubb Management, LLC PY 2024 · 401(k)

Grubb Management, LLC 401(k) Ps Plan · $22M · 216 · 72nd

  • NET $22M
  • BOOK 216
  • VS-ST 72nd
  • BOY 401(k)
  • SCH near Chemglass 401(k) Savings & Investment Plan
  • EBSA ind #3948

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 Real Estate retirement plans → · Plans in North Carolina →

Grubb Management, LLC 401(k) Ps Plan in the asset neighbourhood

Grubb Management, LLC 401(k) Ps PlanGrubb Management, LLC 401(k)…$22MChemglass 401(k) Savings & Investment PlanChemglass 401(k) Savings & I…$22MStack Infrastructure Inc 401(k) PlanStack Infrastructure Inc 401…$22MErving Industries, Inc. 401(k) PlanErving Industries, Inc. 401(…$22MTodd & Sargent, Inc. 401(k) Profit Sharing PlanTodd & Sargent, Inc. 401(k) …$22M
End-of-year total assets ($M) among Grubb Management, LLC 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN561758296
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grubb Management, LLC)

Sponsor-wide plan assets over time

All Grubb Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 50.722896301269685% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.6M $21.9M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 192 $15M
2023 1 211 $19M
2024 1 216 $22M

Nearby 401(k) Plans in North Carolina

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

Grubb Management, LLC 401(k) Ps Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Grubb Management, LLC 401(k) Ps Plan, Total assets ($B): 0.021936976 · Participants: 216Grubb Management, LLC 401(k) Ps PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Grubb Management, LLC 401(k) Ps Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Grubb Management, LLC 401(k) Ps Plan side-by-side with 3 peers →

Grubb Management, LLC 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Chemglass 401(k) Savings & Investment Plan in NJ ($22M); by covered participants it is Garden of Life 401(k) Plan in FL (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Grubb Management, LLC 401(k) Ps Plan assets move in 2024? ▼
Grubb Management, LLC 401(k) Ps Plan grew sharply - up 15.3% during 2024, from $19M to $22M. Reported net income was $3M.
How have Grubb Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grubb Management, LLC's sponsor-wide assets grew 50.7%, from $15M to $22M.
Which 401(k) plans are similar in size to Grubb Management, LLC 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chemglass 401(k) Savings & Investment Plan in NJ ($22M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Grubb Management, LLC 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Garden of Life 401(k) Plan in FL (216 participants, N/A 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 561758296.

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.