Other · DOL Form 5500 · 2024
Grier Foundation Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 35th
- Percentile by assets National rank
Official DOL plan name: Trust Under Grier School Plan · Sponsored by Grier Foundation · Pennsylvania · Educational Services
$3M in assets, N/A participants
Grier Foundation's Trust Under Grier School Plan reported $3M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #795 in Educational Services (3,638 peers)
Grier Foundation multi-year trail
Grier Foundation's plans moved +16.1% in assets from 2022 to 2024; this filing shows Trust Under Grier School Plan at $3M / N/A participants.
- #795
- in Educational Services (3,638 peers)
- +4.0%
- assets growth YoY
Trust Under Grier School Plan's mid-pack asset rank among Educational Services and all filers
Trust Under Grier School Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,156,357 35th percentile higher than 35% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trust Under Grier School Plan reported net income fell from $161K in the plan year 2023 filing to $122K in the plan year 2024 filing.
- Trust Under Grier School Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231517016 · Grier Foundation PY 2024 · Other
Trust Under Grier School Plan · $3M · N/A · 35th
- BOY $3M
- BOY N/A
- BOY 35th
- BOY Other
- BOY near Readyone Industries Retirement Plan
- BOY ind #795
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 Educational Services retirement plans → · Plans in Pennsylvania →
Trust Under Grier School Plan in the asset neighbourhood
Grier Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Grier Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 16.09541214047735% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 139 | $11M |
| 2023 | 2 | 147 | $12M |
| 2024 | 2 | 165 | $13M |
Grier Foundation filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $122K |
| Employer EIN | 231517016 |
| Plan Effective Date | 2005-10-20 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Trust Under Grier School Plan's closest out-of-state Other peers by assets
Outside Pennsylvania, the nearest Other by end-of-year assets is Readyone Industries Retirement Plan in TX at $3M (this filing: $3M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Readyone Industries Retirement Plan (TX) $3M · 437
- Clausman & Associates Profit Sharing Plan (IN) $3M · 2
- Masschallenge 403(b) Plan (MA) $3M · 43
- Goodwill Columbus 403(b) Retirement Plan (OH) $3M · 1,171
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.