Profit Sharing · DOL Form 5500 · 2024
Lynn C. Grebe & Assoc., Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $578,838
- Avg per participant High balance/head
Official DOL plan name: Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing Plan · Sponsored by Lynn C. Grebe & Assoc., Inc. · Texas · Professional & Technical Services
$2M in assets, 4 participants
Lynn C. Grebe & Assoc., Inc.'s Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #5,445 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing Plan holds $2M for 4 participants - about $578,838 per participant, in the lower half of filed plans by assets.
- #5,445
- in Professional & Technical Services (20,173 peers)
- +6.4%
- assets growth YoY
Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing Plan among the smaller filed plans by assets
Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,315,350 31st percentile higher than 31% 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
Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing 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. Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing Plan reported net income fell from $209K in the plan year 2023 filing to $138K in the plan year 2024 filing.
- Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 742126794 · Lynn C. Grebe & Assoc., Inc. PY 2024 · Profit Sharing
Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing Plan · $2M · 4 · 31st
- RANK $2M
- PHOTO 4
- IND 31st
- EOY Profit Sharing
- 5500 near Robert a. Motel P.C., Profit Sharing Plan
- ASSETS ind #5445
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 Texas →
Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $138K |
| Employer EIN | 742126794 |
| Plan Effective Date | 1982-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lynn C. Grebe & Assoc., Inc.)
Sponsor-wide plan assets over time
All Lynn C. Grebe & Assoc., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 6.35649257615283% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $2M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Robert a. Motel P.C., Profit Sharing Plan in IL ($2M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.