401(k) · DOL Form 5500 · 2024

Gravel & Shea PC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
42
Participants Small participant base
72nd
Percentile by assets National rank
$516,388
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gravel & Shea PC Profit Sharing Plan · Sponsored by Gravel & Shea PC · Vermont · Professional & Technical Services

$22M in assets, 42 participants

Gravel & Shea PC's Gravel & Shea PC Profit Sharing Plan reported $22M in total assets and 42 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.

  • #14,367 in Professional & Technical Services (20,173 peers)

2024 asset change

Gravel & Shea PC Profit Sharing Plan pulled back noticeably 13.4% in 2024 ($25M → $22M) for 42 participants.

#14,367
in Professional & Technical Services (20,173 peers)
-13.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gravel & Shea PC Profit Sharing Plan's outsized position by total assets

Gravel & Shea PC Profit Sharing Plan vs every filed plan by assets

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

$21,688,299 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

Gravel & Shea PC 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. Gravel & Shea PC Profit Sharing Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gravel & Shea PC Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Gravel & Shea PC Profit Sharing Plan end-of-year assets fell from $25M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Gravel & Shea PC Profit Sharing Plan reported participants rose from 41 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 030270412 · Gravel & Shea PC PY 2024 · 401(k)

Gravel & Shea PC Profit Sharing Plan · $22M · 42 · 72nd

  • PCT $22M
  • PCT 42
  • PCT 72nd
  • PCT 401(k)
  • PCT near Wright, Finlay & Zak, LLP 401(k) Plan
  • PCT ind #14367

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 Vermont →

Gravel & Shea PC Profit Sharing Plan in the asset neighbourhood

Gravel & Shea PC Profit Sharing PlanGravel & Shea PC Profit Shar…$22MWright, Finlay & Zak, LLP 401(k) PlanWright, Finlay & Zak, LLP 40…$22MToth & Associates, Inc. 401(k) Profit Sharing PlanToth & Associates, Inc. 401(…$22MHillcroft Medical Clinic Association 401(k) PlanHillcroft Medical Clinic Ass…$22MStratix Corporation 401(k) PlanStratix Corporation 401(k) P…$22M
End-of-year total assets ($M) among Gravel & Shea PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gravel & Shea PC years around the 2024 move

Sponsor-wide plan assets over time

All Gravel & Shea PC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 4.383357129054468% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $20.8M $21.7M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 34 $21M
2023 1 41 $25M
2024 1 42 $22M

2024 asset-move particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN030270412
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Gravel & Shea PC Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Gravel & Shea PC Profit Sharing Plan, Total assets ($B): 0.021688299 · Participants: 42Gravel & Shea PC Profit Sharing PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Gravel & Shea PC Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Gravel & Shea PC Profit Sharing Plan side-by-side with 3 peers →

Gravel & Shea PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Wright, Finlay & Zak, LLP 401(k) Plan in CA ($22M); by covered participants it is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Gravel & Shea PC Profit Sharing Plan assets move in 2024? ▼
Gravel & Shea PC Profit Sharing Plan pulled back noticeably - down 13.4% during 2024, from $25M to $22M. Reported net income was -$3M.
How have Gravel & Shea PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gravel & Shea PC's sponsor-wide assets grew 4.4%, from $21M to $22M.
Which 401(k) plans are similar in size to Gravel & Shea PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wright, Finlay & Zak, LLP 401(k) Plan in CA ($22M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Gravel & Shea PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 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 030270412.

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.