How big is John J. GREY's plan?

John J. GREY's plan reported $2.1M in assets and 2 participants for 2024.

Original filing (PDF)20250515213443NAL0019953377001

John J. GREY

Name: John J. GREY — John J. GREY Retirement Plan, Form 5500 (2024)
Creator: John J. GREY
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John J. GREY Retirement Plan

401(k) retirement plan · John J. GREY's John J. GREY Retirement Plan held $2.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

John J. GREY's EIN is 94-6427193.

EIN 94-6427193

Plan number 003

Plan year 2024

ACK ID 20250515213443NAL0019953377001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John J. GREY from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John J. GREY's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN J. GREY.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

JOHN J. GREY

EIN

all filings

Address

999 FIFTH AVENUE, SUITE 350 · SAN RAFAEL, CA · 94901

Phone

(415) 457-6444

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

April, Dolan & Koehler, P.C.

April, Dolan & Koehler, P.C. 401(k) Plan

$2.1M · 5 participants

Burghergray LLP

Burghergray LLP 401(k) Plan

$2.1M · 16 participants

Berger Harrison, APC

Berger Harrison, APC 401(k) Plan

$2.1M · 10 participants

Yrulegui & Roberts

Yrulegui & Roberts 401(k) Plan

$2.1M · 31 participants

Jovanovich, DEGE & Athmann, PA

Jovanovich, DEGE & Athmann, PA 401(k) Plan

$2.1M · 8 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.