401(k) · DOL Form 5500 · 2024
Grote Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 356
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $176,467
- Avg per participant Above avg balance/head
Official DOL plan name: Grote Industries Savings 401(k) and Salaried Employees Retirement Plan · Sponsored by Grote Industries, Inc. · Indiana · Manufacturing
$63M in assets, 356 participants
Grote Industries, Inc.'s Grote Industries Savings 401(k) and Salaried Employees Retirement Plan reported $63M in total assets and 356 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #14,334 in Manufacturing (17,777 peers)
Where Grote Industries Savings 401(k) and Salaried Employees Retirement Plan sits by assets
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan sits in the top quartile of all filed plans by assets, $63M for 356 participants (~$176,467/participant), up 17.2% in 2024.
- #14,334
- in Manufacturing (17,777 peers)
- +17.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan's outsized position by total assets
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,822,103 Top 13% higher than 87% 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
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grote Industries Savings 401(k) and Salaried Employees Retirement Plan sits mid-pack in the medium band (356 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Grote Industries Savings 401(k) and Salaried Employees Retirement Plan reported participants rose from 237 in the plan year 2023 filing to 356 in the plan year 2024 filing.
- Grote Industries Savings 401(k) and Salaried Employees Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Grote Industries Savings 401(k) and Salaried Employees Retirement Plan end-of-year assets rose from $54M in the plan year 2023 filing to $63M in the plan year 2024 filing.
DOL schedule card
Filing strip 351048175 · Grote Industries, Inc. PY 2024 · 401(k)
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan · $63M · 356 · 87th
- BOY $63M
- BOY 356
- BOY 87th
- BOY 401(k)
- BOY near Hangley Aronchick Segal Pudlin & Schiller 401(k) Profit Sharing Plan
- BOY ind #14334
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 Manufacturing retirement plans → · Plans in Indiana →
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $9M |
| Employer EIN | 351048175 |
| Plan Effective Date | 1984-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Grote Industries, Inc.)
Sponsor-wide plan assets over time
All Grote Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 48.011611148110156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 224 | $42M |
| 2023 | 1 | 237 | $54M |
| 2024 | 1 | 356 | $63M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Grote Industries Savings 401(k) and Salaried Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Hangley Aronchick Segal Pudlin & Schiller 401(k) Profit Sharing Plan in PA ($63M); by covered participants it is Rubicon Global Holdings, LLC 401(k) Plan in GA (356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
Similar participant headcount
Nearest other-state filings by covered participants (356 participants); asset peers above are excluded.
- Rubicon Global Holdings, LLC 401(k) Plan (GA) 356 · 0 off
- Lake Shore Systems, Inc. 401(k) Plan (WI) 356 · 0 off
- Ipsoft Incorporated 401(k) Plan (NY) 356 · 0 off
- 403(b) Thrift Plan for Employees of Enmrsh, Inc. (NM) 356 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.