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Gray, Gray & Gray

Matched across 18 name variants in the filings

Gray, Gray & Gray summary

Gray, Gray & Gray appears on 26 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $5.2B in assets for 53,142 participants. The median client plan holds $43.4M. Most client plans are sponsored in MA, NH and NY. The largest clients by plan assets are Ukg Inc., Clean Harbors Enviromental Services, Inc. and Haemonetics Corporation. Plans reported $545K in direct and indirect compensation paid to Gray, Gray & Gray. The median is $19K per plan.

Participants
53,142
Median plan assets
$43.4M
Median plan participants
897
Median fees per plan
$19K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • MA16 plans
  • NH3 plans
  • NY2 plans
  • AZ1 plan
  • FL1 plan

Frequently asked questions

Who uses Gray, Gray & Gray?
26 retirement plans list Gray, Gray & Gray as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Ukg Inc., Clean Harbors Enviromental Services, Inc., Haemonetics Corporation, Cognex Corporation and Trustees of Emmanuel College. Most client plans are sponsored in MA, NH and NY.
How many plans does Gray, Gray & Gray serve?
Gray, Gray & Gray serves 26 retirement plans with $5.2B in plan assets and 53,142 participants, based on the latest Form 5500 filings through 2024.
What does Gray, Gray & Gray charge?
Plans reported $545K in total Schedule C compensation paid to Gray, Gray & Gray. The median plan paid $19K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served26+6 YoYRank #661 of mapped providers
Assets under administration$5.2B0.0%Rank #2156 by share of filed assets
Fees received$545,295Median $18,968/planSum across Schedule C direct + indirect
Net wins YoY+48 won - 4 lostPlan-level switch detection

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  • 5-year plans-served trajectory
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