401(k) · DOL Form 5500 · 2024

Grayson & Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
85
Participants Small participant base
74th
Percentile by assets National rank
$290,215
Avg per participant High balance/head
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Official DOL plan name: Grayson & Associates, P.C. 401(k) Profit Sharing Plan · Sponsored by Grayson & Associates, P.C. · Alabama · Healthcare & Social Assistance

$25M in assets, 85 participants

Grayson & Associates, P.C.'s Grayson & Associates, P.C. 401(k) Profit Sharing Plan reported $25M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,206 in Healthcare & Social Assistance (16,916 peers)

Grayson & Associates, P.C. multi-year trail

Grayson & Associates, P.C.'s plans moved +19.0% in assets from 2022 to 2024; this filing shows Grayson & Associates, P.C. 401(k) Profit Sharing Plan at $25M / 85 participants.

#13,206
in Healthcare & Social Assistance (16,916 peers)
+2.9%
assets growth YoY

Grayson & Associates, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Grayson & Associates, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,668,248 Top 26% higher than 74% 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

Grayson & Associates, P.C. 401(k) Profit Sharing 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. Grayson & Associates, P.C. 401(k) Profit Sharing Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grayson & Associates, P.C. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $686K in the plan year 2024 filing.
  • Grayson & Associates, P.C. 401(k) Profit Sharing Plan reported participants fell from 113 in the plan year 2023 filing to 85 in the plan year 2024 filing.
  • Grayson & Associates, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 630917523 · Grayson & Associates, P.C. PY 2024 · 401(k)

Grayson & Associates, P.C. 401(k) Profit Sharing Plan · $25M · 85 · 74th

  • NET $25M
  • NET 85
  • NET 74th
  • NET 401(k)
  • NET near Merck Sharp and Dohme Federal Credit Union 401(k) Plan
  • NET ind #13206

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Grayson & Associates, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Grayson & Associates, P.C. 401(k) Profit Sharing PlanGrayson & Associates, P.C. 4…$25MMerck Sharp and Dohme Federal Credit Union 401(k) PlanMerck Sharp and Dohme Federa…$25MTm Pay, Inc. 401(k) Plan$25MShaker Advertising Agency Employees' 401(k) PlanShaker Advertising Agency Em…$25MFred Loya Insurance 401(k) Retirement PlanFred Loya Insurance 401(k) R…$25M
End-of-year total assets ($M) among Grayson & Associates, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Grayson & Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Grayson & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 18.964867521982093% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $20.7M $24.7M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 108 $21M
2023 1 113 $24M
2024 1 85 $25M

Grayson & Associates, P.C. filing trail (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$686K
Employer EIN630917523
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Grayson & Associates, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Grayson & Associates, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.024668248 · Participants: 85Grayson & Associates, P.C. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Grayson & Associates, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Grayson & Associates, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Grayson & Associates, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Merck Sharp and Dohme Federal Credit Union 401(k) Plan in PA ($25M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Grayson & Associates, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Grayson & Associates, P.C. 401(k) Profit Sharing Plan edged up modestly - up 2.9% during 2024, from $24M to $25M. Reported net income was $686K.
How have Grayson & Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grayson & Associates, P.C.'s sponsor-wide assets grew 19.0%, from $21M to $25M.
Which 401(k) plans are similar in size to Grayson & Associates, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merck Sharp and Dohme Federal Credit Union 401(k) Plan in PA ($25M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Grayson & Associates, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants, $11M 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 630917523.

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.