Defined Benefit (Pension) · DOL Form 5500 · 2024
John Gray Pension Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: John Gray Retirement Plan and Trust · Sponsored by John Gray · New York · Other Services
$7M in assets, 6 participants
John Gray's John Gray Retirement Plan and Trust reported $7M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #5,323 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, John Gray Retirement Plan and Trust ranks #5,323 of 7,719 2024 filers by assets (283% of the sector average)-$7M for 6 participants.
- #5,323
- in Other Services (7,719 peers)
- +6.4%
- assets growth YoY
John Gray Retirement Plan and Trust's mid-pack asset rank among Other Services and all filers
John Gray Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,084,985 48th percentile higher than 48% 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
John Gray Retirement Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Gray Retirement Plan and Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- John Gray Retirement Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $429K in the plan year 2024 filing.
- John Gray Retirement Plan and Trust reported participants rose from 4 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- John Gray Retirement Plan and Trust end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 902046837 · John Gray PY 2024 · Defined Benefit (Pension)
John Gray Retirement Plan and Trust · $7M · 6 · 48th
- EBSA $7M
- EBSA 6
- EBSA 48th
- EBSA Defined Benefit (Pension)
- EBSA near Retirement Plan of Norfolk and Portsmouth Belt Line Railroad Company
- EBSA ind #5323
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 Other Services retirement plans → · Plans in New York →
John Gray Retirement Plan and Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $429K |
| Employer EIN | 902046837 |
| Plan Effective Date | 2020-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John Gray)
Sponsor-wide plan assets over time
All John Gray plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 28.80160983264663% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $6M |
| 2023 | 1 | 4 | $7M |
| 2024 | 1 | 6 | $7M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
John Gray Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Norfolk and Portsmouth Belt Line Railroad Company in VA ($7M); by covered participants it is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Retirement Plan of Norfolk and Portsmouth Belt Line Railroad Company (VA) $7M · 6
- Utah Valley Pediatrics, PLLC Cash Balance Pension Plan (UT) $7M · 238
- The Cineplex Odeon Corporation U.S. Employees Pension Plan (KS) $7M · 11
- Sypris Technologies, Inc. Restated Retirement Plan for Louisville Bargaining Unit Employees (KY) $7M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (6 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.