Money Purchase · DOL Form 5500 · 2024
Gross Kaplan & Osiol, L.L.C. Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing · Sponsored by Gross Kaplan & Osiol, L.L.C. · Illinois · Professional & Technical Services
$4M in assets, 3 participants
Gross Kaplan & Osiol, L.L.C.'s Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #7,177 in Professional & Technical Services (20,173 peers)
Gross Kaplan & Osiol, L.L.C. multi-year trail
Gross Kaplan & Osiol, L.L.C.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing at $4M / 3 participants.
- #7,177
- in Professional & Technical Services (20,173 peers)
- +17.6%
- assets growth YoY
Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing's mid-pack asset rank among Professional & Technical Services and all filers
Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,059,608 38th percentile higher than 38% 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
Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 366156412 · Gross Kaplan & Osiol, L.L.C. PY 2024 · Money Purchase
Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing · $4M · 3 · 38th
- SCH $4M
- EBSA 3
- PART 38th
- TYPE Money Purchase
- NET near Hanbery & Turner PA Money Purchase Pension Plan
- BOOK ind #7177
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 Illinois →
Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing in the asset neighbourhood
Gross Kaplan & Osiol, L.L.C. multi-year asset trail
Sponsor-wide plan assets over time
All Gross Kaplan & Osiol, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 43.40592281261006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 3 | $4M |
Gross Kaplan & Osiol, L.L.C. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $607K |
| Employer EIN | 366156412 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $796M · 1,782
- NECA-IBEW Local 176 Pension Trust Fund $725M · 2,204
- NECA-IBEW Local 364 Defined Contribution Plan $489M · 944
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $216M · 1,188
- Sheet Metal Workers Local 219 Retirement Savings Fund $210M · 936
Gross Kaplan & Osiol, L.L.C. Keogh Profit Sharing's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Hanbery & Turner PA Money Purchase Pension Plan in MN ($4M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.