401(k) · DOL Form 5500 · 2024

Gray & Company, Inc. 401(k) Plan

Data updated 2026-08-11

$47M
Total assets: 162
Participants: 84th
Percentile by assets: $292,488
Avg per participant

Official DOL plan name: Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) · Sponsored by Gray & Company, Inc. · Louisiana · Finance & Insurance

$47M in assets, 162 participants

Gray & Company, Inc.'s Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) reported $47M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

84th percentile by assets (of 123,622 plans)
#6,361 in Finance & Insurance (8,549 peers)

Coverage in Louisiana

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) covers 162 participants in Louisiana, about 33% of the average Louisiana filer (state average ~495 per filing). Assets: $47M.

$47M
total plan assets (2024 EOY): 162
covered participants: 84th
percentile by assets (of 123,622 plans): $292,488
avg assets per participant

Where Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) sits by total assets

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) vs every filed plan by assets

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

$47,383,086 Top 16% higher than 84% 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

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) end-of-year assets rose from $44M in the plan year 2023 filing to $47M in the plan year 2024 filing.
Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) reported participants fell from 164 in the plan year 2023 filing to 162 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Louisiana

Industry

Finance & Insurance

Participants vs Louisiana filers

In Louisiana, the average filing covers about 495 participants across 1,155 plans. Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) reports 162 participants - about 33% of that state average ($47M EOY assets).

Louisiana filing particulars

Total Assets (Beginning of Year)	$44M
Net Assets (End of Year)	$47M
Net Income	$3M
Employer EIN	720451229
Plan Effective Date	1965-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Gray & Company, Inc.)

Total plan assets by year, all Gray & Company, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	160	$40M
2023	1	164	$44M
2024	1	162	$47M

Nearby 401(k) Plans in Louisiana

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

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) vs. nearby 401(k) plans in Louisiana, assets vs. participants

Lumen 401(k) Savings Plan $7.3B · 26,319
Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
Amedisys Holding, LLC 401(k) Plan $955M · 18,862

Compare Gray & Company, Inc. Pension Plan (a Pro… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) by total assets, not by location.

Plumbers and Pipefitters Local 551 Pension Plan (IL) $47M · 142
Verite Group, Inc. 401(k) Profit Sharing Plan and Trust (VA) $47M · 109
J & B Importers, Inc., Retirement/ Profit Sharing Plan (FL) $47M · 269
Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan (PA) $47M · 408

Frequently Asked Questions

How did Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) assets move in 2024? ▼

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) grew at a solid clip - up 7.2% during 2024, from $44M to $47M. Reported net income was $3M.

How have Gray & Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Gray & Company, Inc.'s sponsor-wide assets grew 18.8%, from $40M to $47M.

Where does Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) rank by assets among Form 5500 filers? ▼

Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Gray & Company, Inc. Pension Plan (a Profit Sharing Plan)? ▼

Among 401(k) plans in other states, the closest by assets is Plumbers and Pipefitters Local 551 Pension Plan in IL ($47M, 142 participants).

Next read for Gray & Company, Inc. Pension Plan (a Pro…

Filing takeaways

Ways to act on Gray & Company, Inc. Pension Plan (a Profit Sharing Plan)'s numbers.

By total assets, Gray & Company, Inc. Pension Plan (a Profit Sharing Plan) ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Louisiana. Compare plans
Gray & Company, Inc.'s sponsor-wide assets have grown 18.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 720451229.