ESOP · DOL Form 5500 · 2024

Grassi Advisory Group, Inc. ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
431
Participants Below avg headcount
84th
Percentile by assets National rank
$116,553
Avg per participant Below avg balance/head
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Official DOL plan name: Grassi Advisory Group Employee Stock Ownership Plan · Sponsored by Grassi Advisory Group, Inc. · New York · Professional & Technical Services

$50M in assets, 431 participants

Grassi Advisory Group, Inc.'s Grassi Advisory Group Employee Stock Ownership Plan reported $50M in total assets and 431 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,150 in Professional & Technical Services (20,173 peers)

Where Grassi Advisory Group Employee Stock Ownership Plan sits by assets

Grassi Advisory Group Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $50M for 431 participants (~$116,553/participant), up 29.4% in 2024.

#17,150
in Professional & Technical Services (20,173 peers)
+29.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Grassi Advisory Group Employee Stock Ownership Plan's outsized position by total assets

Grassi Advisory Group Employee Stock Ownership Plan vs every filed plan by assets

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

$50,234,500 Top 16% higher than 84% 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

Grassi Advisory Group Employee Stock Ownership 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. Grassi Advisory Group Employee Stock Ownership Plan sits mid-pack in the medium band (431 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grassi Advisory Group Employee Stock Ownership Plan end-of-year assets rose from $500K in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Grassi Advisory Group Employee Stock Ownership Plan reported net income rose from $500K in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Grassi Advisory Group Employee Stock Ownership Plan reported participants fell from 441 in the plan year 2023 filing to 431 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 921479802 · Grassi Advisory Group, Inc. PY 2024 · ESOP

Grassi Advisory Group Employee Stock Ownership Plan · $50M · 431 · 84th

  • PART $50M
  • PART 431
  • PART 84th
  • PART ESOP
  • PART near Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan
  • PART ind #17150

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 What is an ESOP? → · Plans in New York →

Grassi Advisory Group Employee Stock Ownership Plan in the asset neighbourhood

Tmf Group Holdings, Inc. Employee Stock Ownership PlanTmf Group Holdings, Inc. Emp…$50MMalibu Wellness, Inc. Employee Stock Ownership Plan and TrustMalibu Wellness, Inc. Employ…$50MDarvin Holding Company Employee Stock Ownership PlanDarvin Holding Company Emplo…$50MAlatrade Foods Holdings, Inc. Employee Stock Ownership PlanAlatrade Foods Holdings, Inc…$50MGrassi Advisory Group Employee Stock Ownership PlanGrassi Advisory Group Employ…$50M
End-of-year total assets ($M) among Grassi Advisory Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$6M
Net Income$21M
Employer EIN921479802
Plan Effective Date2023-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grassi Advisory Group, Inc.)

Sponsor-wide plan assets over time

All Grassi Advisory Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 4923.45% vs 2023
2024 filing year
$0M$20M$40M$60M 20232024 $1M $50.2M ▲ +4923.0%
Year Plans Participants Total Assets
2023 2 882 $1M
2024 1 431 $50M

Nearby ESOP Plans in New York

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

Grassi Advisory Group Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants Grassi Advisory Group Employee Stock Ownership Plan, Total assets ($M): 50.2345 · Participants: 431Grassi Advisory Group Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Grassi Advisory Group Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Grassi Advisory Group Employee Stock Ownership Plan side-by-side with 3 peers →

Grassi Advisory Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan in AL ($50M); by covered participants it is Cfc ESOP in VT (431 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (431 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 Grassi Advisory Group Employee Stock Ownership Plan assets move in 2024? ▼
Grassi Advisory Group Employee Stock Ownership Plan grew sharply - up 29.4% during 2024, from $39M to $50M. Reported net income was $21M.
How have Grassi Advisory Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Grassi Advisory Group, Inc.'s sponsor-wide assets grew 4923.4%, from $1M to $50M.
Where does Grassi Advisory Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Grassi Advisory Group Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Grassi Advisory Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan in AL ($50M, 1,891 participants).
Which ESOP plans cover a similar participant headcount to Grassi Advisory Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cfc ESOP in VT (431 participants, $98M 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 921479802.

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.