Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
36th
Percentile by assets National rank
$268,102
Avg per participant High balance/head
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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.

  • #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.

#6,637
in Professional & Technical Services (20,173 peers)
+24.5%
assets growth YoY

Gragson, Casiday & Guillory Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gragson, Casiday & Guillory Retirement Plan vs every filed plan by assets

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

$3,485,327 36th percentile higher than 36% 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

Gragson, Casiday & Guillory Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gragson, Casiday & Guillory Retirement Plan is a small filing (13 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 720949580 · Gragson, Casiday & Guillory L.L.P. PY 2024 · Profit Sharing

Gragson, Casiday & Guillory Retirement Plan · $3M · 13 · 36th

  • PART $3M
  • PART 13
  • PART 36th
  • PART Profit Sharing
  • PART near Ellis Peilen & Son Inc
  • PART ind #6637

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 Louisiana →

Gragson, Casiday & Guillory Retirement Plan in the asset neighbourhood

Gragson, Casiday & Guillory Retirement PlanGragson, Casiday & Guillory …$3MO. B. Atwell & Company, Inc. Profit Sharing PlanO. B. Atwell & Company, Inc.…$3MEllis Peilen & Son Inc$3MClassic Tile, Inc. Profit Sharing PlanClassic Tile, Inc. Profit Sh…$3MAmerican Funds Basic Profit Sharing Plan for Boxing Cat FilmsAmerican Funds Basic Profit …$3M
End-of-year total assets ($M) among Gragson, Casiday & Guillory Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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

Sponsor-wide plan assets over time

All Gragson, Casiday & Guillory L.L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.818539398510005% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.64M $3.49M ▲ +32.2%
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 Scatter plot of 6 data points. -50005001000150020002500 0204060 Total assets ($M) Participants Gragson, Casiday & Guillory Retirement Plan, Total assets ($M): 3.485327 · Participants: 13Gragson, Casiday & Guillory Retirement PlanTaylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan, Total assets ($M): 55.975622 · Participants: 78Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing PlanLake Charles Memorial Health System Retirement Plan, Total assets ($M): 51.733246 · Participants: 2026Lake Charles Memorial Health System Retirement PlanPlumbers & Steamfitters Local 141 Annuity Plan, Total assets ($M): 15.087482 · Participants: 765Plumbers & Steamfitters Local 141 Annuity PlanCollegiate Academies 403(b) Plan, Total assets ($M): 12.801823 · Participants: 554Collegiate Academies 403(b) PlanService Tool Co., LLC Retirement Plan, Total assets ($M): 12.064681 · Participants: 91Service Tool Co., LLC Retirement Plan
Gragson, Casiday & Guillory Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants

Gragson, Casiday & Guillory Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Louisiana, the nearest Profit Sharing by assets is Ellis Peilen & Son Inc in MN ($3M); by covered participants it is Rolls Anderson & Rolls Profit Sharing Plan in CA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 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).
Which Profit Sharing plans cover a similar participant headcount to Gragson, Casiday & Guillory Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rolls Anderson & Rolls Profit Sharing Plan in CA (13 participants, $11M in assets).