401(k) · DOL Form 5500 · 2024

J. E. Grote Company, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
284
Participants Below avg headcount
76th
Percentile by assets National rank
$94,999
Avg per participant Below avg balance/head
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Official DOL plan name: J. E. Grote Company 401(k) Profit Sharing Plan · Sponsored by J. E. Grote Company, Inc. · Ohio · Manufacturing

$27M in assets, 284 participants

J. E. Grote Company, Inc.'s J. E. Grote Company 401(k) Profit Sharing Plan reported $27M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,821 in Manufacturing (17,777 peers)

Coverage in Ohio

J. E. Grote Company 401(k) Profit Sharing Plan covers 284 participants in Ohio, about 37% of the average Ohio filer (state average ~765 per filing). Assets: $27M.

#11,821
in Manufacturing (17,777 peers)
+18.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

J. E. Grote Company 401(k) Profit Sharing Plan's outsized position by total assets

J. E. Grote Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$26,979,662 Top 24% higher than 76% 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

J. E. Grote Company 401(k) Profit Sharing 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. J. E. Grote Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. E. Grote Company 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • J. E. Grote Company 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • J. E. Grote Company 401(k) Profit Sharing Plan reported participants fell from 288 in the plan year 2023 filing to 284 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 310812680 · J. E. Grote Company, Inc. PY 2024 · 401(k)

J. E. Grote Company 401(k) Profit Sharing Plan · $27M · 284 · 76th

  • EBSA $27M
  • PART 284
  • TYPE 76th
  • NET 401(k)
  • BOOK near The Jim Henson Company, Inc. Retirement Savings 401(k) Plan
  • VS-ST ind #11821

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 Ohio →

J. E. Grote Company 401(k) Profit Sharing Plan in the asset neighbourhood

J. E. Grote Company 401(k) Profit Sharing PlanJ. E. Grote Company 401(k) P…$27MThe Jim Henson Company, Inc. Retirement Savings 401(k) PlanThe Jim Henson Company, Inc.…$27MCooper's Hawk Intermediate Holding, LLC 401(k) PlanCooper's Hawk Intermediate H…$27MHouston Ear Nose & Throat Clinic 401(k) Profit Sharing PlanHouston Ear Nose & Throat Cl…$27MEkman & Co., Inc. Employees Retirement PlanEkman & Co., Inc. Employees …$27M
End-of-year total assets ($M) among J. E. Grote Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN310812680
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. E. Grote Company, Inc.)

Sponsor-wide plan assets over time

All J. E. Grote Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 42.69308379959949% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $27M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 278 $19M
2023 1 288 $23M
2024 1 284 $27M

Nearby 401(k) Plans in Ohio

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

J. E. Grote Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants J. E. Grote Company 401(k) Profit Sharing Plan, Total assets ($B): 0.026979662 · Participants: 284J. E. Grote Company 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
J. E. Grote Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare J. E. Grote Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

J. E. Grote Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Jim Henson Company, Inc. Retirement Savings 401(k) Plan in CA ($27M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 J. E. Grote Company 401(k) Profit Sharing Plan assets move in 2024? ▼
J. E. Grote Company 401(k) Profit Sharing Plan grew sharply - up 18.3% during 2024, from $23M to $27M. Reported net income was $4M.
How have J. E. Grote Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. E. Grote Company, Inc.'s sponsor-wide assets grew 42.7%, from $19M to $27M.
Where does J. E. Grote Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
J. E. Grote Company 401(k) Profit Sharing Plan ranks in the 76th 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 401(k) plans are similar in size to J. E. Grote Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Jim Henson Company, Inc. Retirement Savings 401(k) Plan in CA ($27M, 55 participants).
Which 401(k) plans cover a similar participant headcount to J. E. Grote Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crown/Loyal 401(k) Plan in NH (284 participants, $16M 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 310812680.

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.