401(k) · DOL Form 5500 · 2024

Grail Partners, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$318,804
Avg per participant High balance/head
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Official DOL plan name: Grail Partners, LLC 401(k) Plan · Sponsored by Grail Partners, LLC · California · Finance & Insurance

$1M in assets, 4 participants

Grail Partners, LLC's Grail Partners, LLC 401(k) Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,280 in Finance & Insurance (8,549 peers)

Grail Partners, LLC multi-year trail

Grail Partners, LLC's plans moved +29.3% in assets from 2022 to 2024; this filing shows Grail Partners, LLC 401(k) Plan at $1M / 4 participants.

#1,280
in Finance & Insurance (8,549 peers)
+25.1%
assets growth YoY

Grail Partners, LLC 401(k) Plan among the smaller filed plans by assets

Grail Partners, LLC 401(k) Plan vs every filed plan by assets

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

$1,275,216 25th percentile higher than 25% 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

Grail Partners, LLC 401(k) 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. Grail Partners, LLC 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grail Partners, LLC 401(k) Plan reported net income rose from $33K in the plan year 2023 filing to $256K in the plan year 2024 filing.
  • Grail Partners, LLC 401(k) Plan reported participants fell from 14 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Grail Partners, LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 593797643 · Grail Partners, LLC PY 2024 · 401(k)

Grail Partners, LLC 401(k) Plan · $1M · 4 · 25th

  • PCT $1M
  • EIN 4
  • RANK 25th
  • PHOTO 401(k)
  • IND near Workmed Midwest Retirement Plan
  • EOY ind #1280

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 California →

Grail Partners, LLC 401(k) Plan in the asset neighbourhood

Grail Partners, LLC 401(k) PlanGrail Partners, LLC 401(k) P…$1MWorkmed Midwest Retirement PlanWorkmed Midwest Retirement P…$1MSteelbridge Acquisition Group, Inc. 401(k) PlanSteelbridge Acquisition Grou…$1MC & M Homecare, Inc. 401(k) Profit Sharing PlanC & M Homecare, Inc. 401(k) …$1MTvns Ventures, Inc. 401(k) Profit Sharing PlanTvns Ventures, Inc. 401(k) P…$1M
End-of-year total assets ($M) among Grail Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Grail Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Grail Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 29.315988658627113% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $0.99M $1.28M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 10 $986K
2023 1 14 $1M
2024 1 4 $1M

Grail Partners, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$256K
Employer EIN593797643
Plan Effective Date2005-07-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Grail Partners, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Grail Partners, LLC 401(k) Plan, Total assets ($B): 0.001275216 · Participants: 4Grail Partners, LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Grail Partners, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Grail Partners, LLC 401(k) Plan side-by-side with 3 peers →

Grail Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Workmed Midwest Retirement Plan in MN ($1M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Grail Partners, LLC 401(k) Plan assets move in 2024? ▼
Grail Partners, LLC 401(k) Plan grew sharply - up 25.1% during 2024, from $1M to $1M. Reported net income was $256K.
How have Grail Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grail Partners, LLC's sponsor-wide assets grew 29.3%, from $986K to $1M.
Where does Grail Partners, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Grail Partners, LLC 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Grail Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Workmed Midwest Retirement Plan in MN ($1M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Grail Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 593797643.

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.