401(k) · DOL Form 5500 · 2024

Auerbach Grayson & Company LLC. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
26
Participants Small participant base
53rd
Percentile by assets National rank
$336,994
Avg per participant High balance/head
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Official DOL plan name: Auerbach Grayson & Company LLC. 401(k) Plan · Sponsored by Auerbach Grayson & Company LLC. · New York · Finance & Insurance

$9M in assets, 26 participants

Auerbach Grayson & Company LLC.'s Auerbach Grayson & Company LLC. 401(k) Plan reported $9M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,154 in Finance & Insurance (8,549 peers)

Auerbach Grayson & Company LLC. multi-year trail

Auerbach Grayson & Company LLC.'s plans moved +37.3% in assets from 2022 to 2024; this filing shows Auerbach Grayson & Company LLC. 401(k) Plan at $9M / 26 participants.

#3,154
in Finance & Insurance (8,549 peers)
+15.6%
assets growth YoY

Auerbach Grayson & Company LLC. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Auerbach Grayson & Company LLC. 401(k) Plan vs every filed plan by assets

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

$8,761,832 Top 47% higher than 53% 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

Auerbach Grayson & Company LLC. 401(k) 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. Auerbach Grayson & Company LLC. 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Auerbach Grayson & Company LLC. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Auerbach Grayson & Company LLC. 401(k) Plan reported participants fell from 27 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133676908 · Auerbach Grayson & Company LLC. PY 2024 · 401(k)

Auerbach Grayson & Company LLC. 401(k) Plan · $9M · 26 · 53rd

  • PHOTO $9M
  • IND 26
  • EOY 53rd
  • 5500 401(k)
  • ASSETS near U.S. Bottlers 401(k) Profit Sharing Plan
  • PCT ind #3154

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 Finance & Insurance retirement plans → · Plans in New York →

Auerbach Grayson & Company LLC. 401(k) Plan in the asset neighbourhood

Auerbach Grayson & Company LLC. 401(k) PlanAuerbach Grayson & Company L…$9MU.S. Bottlers 401(k) Profit Sharing PlanU.S. Bottlers 401(k) Profit …$9MW.B. Moore Company of Charlotte 401(k) PlanW.B. Moore Company of Charlo…$9MThe Winsford Company, LLC 401(k) PlanThe Winsford Company, LLC 40…$9MSelzer Gurvitch, Attorneys at Law 401(k) Profit Sharing PlanSelzer Gurvitch, Attorneys a…$9M
End-of-year total assets ($M) among Auerbach Grayson & Company LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Auerbach Grayson & Company LLC. multi-year asset trail

Sponsor-wide plan assets over time

All Auerbach Grayson & Company LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.2852565624222% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.38M $8.76M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 29 $6M
2023 1 27 $8M
2024 1 26 $9M

Auerbach Grayson & Company LLC. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN133676908
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Auerbach Grayson & Company LLC. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Auerbach Grayson & Company LLC. 401(k) Plan, Total assets ($B): 0.008761832 · Participants: 26Auerbach Grayson & Company LLC. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Auerbach Grayson & Company LLC. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Auerbach Grayson & Company LLC. 401(k) Plan side-by-side with 3 peers →

Auerbach Grayson & Company LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is U.S. Bottlers 401(k) Profit Sharing Plan in NC ($9M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Auerbach Grayson & Company LLC. 401(k) Plan assets move in 2024? ▼
Auerbach Grayson & Company LLC. 401(k) Plan grew sharply - up 15.6% during 2024, from $8M to $9M. Reported net income was $1M.
How have Auerbach Grayson & Company LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Auerbach Grayson & Company LLC.'s sponsor-wide assets grew 37.3%, from $6M to $9M.
Which 401(k) plans are similar in size to Auerbach Grayson & Company LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Bottlers 401(k) Profit Sharing Plan in NC ($9M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Auerbach Grayson & Company LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants, $2M 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 133676908.

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.