401(k) · DOL Form 5500 · 2024
Gregory & Associates, PLLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $623,740
- Avg per participant High balance/head
Official DOL plan name: Gregory & Associates 401-K Profit Sharing Plan · Sponsored by Gregory & Associates, PLLC · Virginia · Professional & Technical Services
$6M in assets, 10 participants
Gregory & Associates, PLLC's Gregory & Associates 401-K Profit Sharing Plan reported $6M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,888 in Professional & Technical Services (20,173 peers)
Gregory & Associates, PLLC multi-year trail
Gregory & Associates, PLLC's plans moved +23.4% in assets from 2022 to 2024; this filing shows Gregory & Associates 401-K Profit Sharing Plan at $6M / 10 participants.
- #8,888
- in Professional & Technical Services (20,173 peers)
- +10.9%
- assets growth YoY
Gregory & Associates 401-K Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Gregory & Associates 401-K Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,237,400 46th percentile higher than 46% 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
Gregory & Associates 401-K Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gregory & Associates 401-K Profit Sharing Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gregory & Associates 401-K Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Gregory & Associates 401-K Profit Sharing Plan reported net income rose from $570K in the plan year 2023 filing to $611K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 540890880 · Gregory & Associates, PLLC PY 2024 · 401(k)
Gregory & Associates 401-K Profit Sharing Plan · $6M · 10 · 46th
- PART $6M
- TYPE 10
- NET 46th
- BOOK 401(k)
- VS-ST near Adobe Drywall, L.L.C. 401(k) Plan
- BOY ind #8888
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 Virginia →
Gregory & Associates 401-K Profit Sharing Plan in the asset neighbourhood
Gregory & Associates, PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Gregory & Associates, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 23.366175468576476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $5M |
| 2023 | 1 | 10 | $6M |
| 2024 | 1 | 10 | $6M |
Gregory & Associates, PLLC filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $611K |
| Employer EIN | 540890880 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Gregory & Associates 401-K Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Adobe Drywall, L.L.C. 401(k) Plan in AZ ($6M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Hero Home Services 401(k) Plan (MN) 10 · 0 off
- Integrated Retirement Partners Pooled Employer Plan (MA) 10 · 0 off
- Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
- For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.