401(k) · DOL Form 5500 · 2024

Gries Financial LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
29
Participants Small participant base
63rd
Percentile by assets National rank
$487,666
Avg per participant High balance/head
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Official DOL plan name: Gries Financial LLC Profit Sharing Plan and Trust · Sponsored by Gries Financial LLC · Ohio · Finance & Insurance

$14M in assets, 29 participants

Gries Financial LLC's Gries Financial LLC Profit Sharing Plan and Trust reported $14M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,034 in Finance & Insurance (8,549 peers)

Gries Financial LLC multi-year trail

Gries Financial LLC's plans moved +70.9% in assets from 2022 to 2024; this filing shows Gries Financial LLC Profit Sharing Plan and Trust at $14M / 29 participants.

#4,034
in Finance & Insurance (8,549 peers)
+30.4%
assets growth YoY

Gries Financial LLC Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Gries Financial LLC Profit Sharing Plan and Trust vs every filed plan by assets

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

$14,142,320 Top 37% higher than 63% 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

Gries Financial LLC Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gries Financial LLC Profit Sharing Plan and Trust is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gries Financial LLC Profit Sharing Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Gries Financial LLC Profit Sharing Plan and Trust reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Gries Financial LLC Profit Sharing Plan and Trust reported participants rose from 24 in the plan year 2023 filing to 29 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 341891243 · Gries Financial LLC PY 2024 · 401(k)

Gries Financial LLC Profit Sharing Plan and Trust · $14M · 29 · 63rd

  • PCT $14M
  • EIN 29
  • RANK 63rd
  • PHOTO 401(k)
  • IND near Camg, Inc. 401(k) Profit Sharing Plan
  • EOY ind #4034

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 Ohio →

Gries Financial LLC Profit Sharing Plan and Trust in the asset neighbourhood

Gries Financial LLC Profit Sharing Plan and TrustGries Financial LLC Profit S…$14MCamg, Inc. 401(k) Profit Sharing PlanCamg, Inc. 401(k) Profit Sha…$14MParkmobile 401(k) Plan$14MR. W. Pressprich & Co., Inc. 401(k) Savings PlanR. W. Pressprich & Co., Inc.…$14MOffset Paperback Mfrs., Inc. Union Employee 401(k) PlanOffset Paperback Mfrs., Inc.…$14M
End-of-year total assets ($M) among Gries Financial LLC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gries Financial LLC multi-year asset trail

Sponsor-wide plan assets over time

All Gries Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 70.94457614391993% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.27M $14.1M ▲ +71.0%
Year Plans Participants Total Assets
2022 1 23 $8M
2023 1 24 $11M
2024 1 29 $14M

Gries Financial LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN341891243
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Gries Financial LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Gries Financial LLC Profit Sharing Plan and Trust, Total assets ($B): 0.01414232 · Participants: 29Gries Financial LLC Profit Sharing Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Gries Financial LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Gries Financial LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

Gries Financial LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Camg, Inc. 401(k) Profit Sharing Plan in CA ($14M); by covered participants it is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Gries Financial LLC Profit Sharing Plan and Trust assets move in 2024? ▼
Gries Financial LLC Profit Sharing Plan and Trust surged - up 30.4% during 2024, from $11M to $14M. Reported net income was $3M.
How have Gries Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gries Financial LLC's sponsor-wide assets grew 70.9%, from $8M to $14M.
Which 401(k) plans are similar in size to Gries Financial LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Camg, Inc. 401(k) Profit Sharing Plan in CA ($14M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Gries Financial LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants, $864K 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 341891243.

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.