Profit Sharing · DOL Form 5500 · 2024

Gragson, Casiday & Guillory L.L.P. Profit Sharing Plan

Data updated 2026-08-11

$3M
Total assets
13
Participants
36th
Percentile by assets
$268,102
Avg per participant
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Official DOL plan name: Gragson, Casiday & Guillory Retirement Plan · Sponsored by Gragson, Casiday & Guillory L.L.P. · Louisiana · Professional & Technical Services

$3M in assets, 13 participants

Gragson, Casiday & Guillory L.L.P.'s Gragson, Casiday & Guillory Retirement Plan reported $3M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • 36th percentile by assets (of 123,622 plans)
  • #6,637 in Professional & Technical Services (20,173 peers)

Gragson, Casiday & Guillory L.L.P. multi-year trail

Gragson, Casiday & Guillory L.L.P.'s plans moved +31.8% in assets from 2022 to 2024; this filing shows Gragson, Casiday & Guillory Retirement Plan at $3M / 13 participants.

$3M
total plan assets (2024 EOY)
13
covered participants
36th
percentile by assets (of 123,622 plans)
$268,102
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gragson, Casiday & Guillory Retirement Plan reported net income rose from $155K in the plan year 2023 filing to $686K in the plan year 2024 filing.
  • Gragson, Casiday & Guillory Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Gragson, Casiday & Guillory Retirement Plan reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Gragson, Casiday & Guillory L.L.P. across 3 plan years on file

Across the 3 plan years Gragson, Casiday & Guillory L.L.P. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $3M, a gain of 31.8%, while reported participants moved from 16 to 13 (-18.8%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($3M).

Gragson, Casiday & Guillory L.L.P. multi-year asset trail

$2.5M$3M$3.5M$4M 202220232024 $2.64M $3.49M ▲ +32.2%
Total plan assets by year, all Gragson, Casiday & Guillory L.L.P. plans on file
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 14 $3M
2024 1 13 $3M

Gragson, Casiday & Guillory L.L.P. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$686K
Employer EIN720949580
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Louisiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Gragson, Casiday & Guillory Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants

Gragson, Casiday & Guillory Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0204060 Total assets ($M) Participants Gragson, Casiday & G…Taylor, Porter, Broo…Lake Charles Memoria…Plumbers & Steamfitt…Collegiate Academies…Service Tool Co., LL…
Gragson, Casiday & Guillory Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Gragson, Casiday & Guillory Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Gragson, Casiday & Guillory Retirement Plan assets move in 2024?
Gragson, Casiday & Guillory Retirement Plan grew sharply - up 24.5% during 2024, from $3M to $3M. Reported net income was $686K.
How have Gragson, Casiday & Guillory L.L.P. plan assets changed over time?
Across 3 plan years on file (2022-2024), Gragson, Casiday & Guillory L.L.P.'s sponsor-wide assets grew 31.8%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Gragson, Casiday & Guillory Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Ellis Peilen & Son Inc in MN ($3M, 2 participants).

Next read for Gragson, Casiday & Guillory Retirement P…

Multi-year trail

Ways to act on Gragson, Casiday & Guillory Retirement Plan's numbers.