401(k) · DOL Form 5500 · 2024

Grace Management, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
3,610
Participants Above avg headcount
57th
Percentile by assets National rank
$2,900
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Grace Management 401(k) Plan · Sponsored by Grace Management, Inc. · Minnesota · Real Estate

$10M in assets, 3,610 participants

Grace Management, Inc.'s Grace Management 401(k) Plan reported $10M in total assets and 3,610 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,415 in Real Estate (4,605 peers)

Coverage in Minnesota

Grace Management 401(k) Plan covers 3,610 participants in Minnesota, 3.2x the typical Minnesota plan (state average ~1,126 per filing). Assets: $10M.

#3,415
in Real Estate (4,605 peers)
+38.6%
assets growth YoY

Grace Management 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Grace Management 401(k) Plan vs every filed plan by assets

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

$10,470,159 Top 43% higher than 57% 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

Grace Management 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grace Management 401(k) Plan lands in the large band (3,610 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grace Management 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Grace Management 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Grace Management 401(k) Plan reported participants rose from 3,031 in the plan year 2023 filing to 3,610 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760117314 · Grace Management, Inc. PY 2024 · 401(k)

Grace Management 401(k) Plan · $10M · 3,610 · 57th

  • PART $10M
  • TYPE 3,610
  • NET 57th
  • BOOK 401(k)
  • VS-ST near Stewart Welding & Fabricating 401(k) Profit Sharing Plan and Trust
  • BOY ind #3415

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 Real Estate retirement plans → · Plans in Minnesota →

Grace Management 401(k) Plan in the asset neighbourhood

Grace Management 401(k) Plan$10MStewart Welding & Fabricating 401(k) Profit Sharing Plan and TrustStewart Welding & Fabricatin…$10MEverett Graphics, Inc. Salary Deferral & Profit Sharing PlanEverett Graphics, Inc. Salar…$10MDelco & Ferraro of Indiana LLC Employees' Profit Sharing PlanDelco & Ferraro of Indiana L…$10MAlliance Advisors, LLC 401(k) PlanAlliance Advisors, LLC 401(k…$10M
End-of-year total assets ($M) among Grace Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN760117314
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grace Management, Inc.)

Sponsor-wide plan assets over time

All Grace Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 102.93349774508837% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.16M $10.5M ▲ +102.9%
Year Plans Participants Total Assets
2022 1 1,833 $5M
2023 1 3,031 $8M
2024 1 3,610 $10M

Nearby 401(k) Plans in Minnesota

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

Grace Management 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Grace Management 401(k) Plan, Total assets ($B): 0.010470159 · Participants: 3610Grace Management 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Grace Management 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Grace Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Stewart Welding & Fabricating 401(k) Profit Sharing Plan and Trust in PA ($10M); by covered participants it is Northern Arizona Healthcare Corporation 401(k) Plan in AZ (3,610 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,610 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 Grace Management 401(k) Plan assets move in 2024?
Grace Management 401(k) Plan surged - up 38.6% during 2024, from $8M to $10M. Reported net income was $3M.
How have Grace Management, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Grace Management, Inc.'s sponsor-wide assets grew 102.9%, from $5M to $10M.
Which 401(k) plans are similar in size to Grace Management 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Stewart Welding & Fabricating 401(k) Profit Sharing Plan and Trust in PA ($10M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Grace Management 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Northern Arizona Healthcare Corporation 401(k) Plan in AZ (3,610 participants, $414M in assets).