Grimes & Company Inc.
Plan context: Grimes & Company Inc. 401(K) Retirement Plan
EIN 04-6906504 • Westborough, MA • 32 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
65
2025 Assets
$19,236,966
2025 Contributions
$1,633,125
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 65 | $19,236,966 | $1,633,125 | $25,125iApproximate average salary by contribution assumption: employee only about $628,125 at 4% or $418,750 at 6%; with 50% employer match about $418,750 at 4% or $279,167 at 6%; with 100% employer match about $314,063 at 4% or $209,375 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 65 | $19,236,966 | $1,633,125 | $25,125iApproximate average salary by contribution assumption: employee only about $628,125 at 4% or $418,750 at 6%; with 50% employer match about $418,750 at 4% or $279,167 at 6%; with 100% employer match about $314,063 at 4% or $209,375 at 6%. |
| 2024 | 1 | 55 | $15,357,283 | $1,256,216 | $22,840iApproximate average salary by contribution assumption: employee only about $571,007 at 4% or $380,672 at 6%; with 50% employer match about $380,672 at 4% or $253,781 at 6%; with 100% employer match about $285,504 at 4% or $190,336 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 55 | $15,357,283 | $1,256,216 | $22,840iApproximate average salary by contribution assumption: employee only about $571,007 at 4% or $380,672 at 6%; with 50% employer match about $380,672 at 4% or $253,781 at 6%; with 100% employer match about $285,504 at 4% or $190,336 at 6%. |
| 2023 | 1 | 58 | $13,253,940 | $1,756,866 | $30,291iApproximate average salary by contribution assumption: employee only about $757,270 at 4% or $504,847 at 6%; with 50% employer match about $504,847 at 4% or $336,564 at 6%; with 100% employer match about $378,635 at 4% or $252,423 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 58 | $13,253,940 | $1,756,866 | $30,291iApproximate average salary by contribution assumption: employee only about $757,270 at 4% or $504,847 at 6%; with 50% employer match about $504,847 at 4% or $336,564 at 6%; with 100% employer match about $378,635 at 4% or $252,423 at 6%. |
| 2022 | 1 | 52 | $9,990,435 | $1,408,429 | $27,085iApproximate average salary by contribution assumption: employee only about $677,129 at 4% or $451,420 at 6%; with 50% employer match about $451,420 at 4% or $300,946 at 6%; with 100% employer match about $338,565 at 4% or $225,710 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 52 | $9,990,435 | $1,408,429 | $27,085iApproximate average salary by contribution assumption: employee only about $677,129 at 4% or $451,420 at 6%; with 50% employer match about $451,420 at 4% or $300,946 at 6%; with 100% employer match about $338,565 at 4% or $225,710 at 6%. |
| 2021 | 1 | 43 | $10,423,435 | $958,224 | $22,284iApproximate average salary by contribution assumption: employee only about $557,107 at 4% or $371,405 at 6%; with 50% employer match about $371,405 at 4% or $247,603 at 6%; with 100% employer match about $278,553 at 4% or $185,702 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 43 | $10,423,435 | $958,224 | $22,284iApproximate average salary by contribution assumption: employee only about $557,107 at 4% or $371,405 at 6%; with 50% employer match about $371,405 at 4% or $247,603 at 6%; with 100% employer match about $278,553 at 4% or $185,702 at 6%. |
| 2020 | 1 | 40 | $10,308,952 | $727,148 | $18,179iApproximate average salary by contribution assumption: employee only about $454,468 at 4% or $302,978 at 6%; with 50% employer match about $302,978 at 4% or $201,986 at 6%; with 100% employer match about $227,234 at 4% or $151,489 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 40 | $10,308,952 | $727,148 | $18,179iApproximate average salary by contribution assumption: employee only about $454,468 at 4% or $302,978 at 6%; with 50% employer match about $302,978 at 4% or $201,986 at 6%; with 100% employer match about $227,234 at 4% or $151,489 at 6%. |
| 2019 | 1 | 39 | $7,976,664 | $733,102 | $18,797iApproximate average salary by contribution assumption: employee only about $469,937 at 4% or $313,291 at 6%; with 50% employer match about $313,291 at 4% or $208,861 at 6%; with 100% employer match about $234,969 at 4% or $156,646 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 39 | $7,976,664 | $733,102 | $18,797iApproximate average salary by contribution assumption: employee only about $469,937 at 4% or $313,291 at 6%; with 50% employer match about $313,291 at 4% or $208,861 at 6%; with 100% employer match about $234,969 at 4% or $156,646 at 6%. |
| 2018 | 1 | 32 | $6,037,942 | $604,709 | $18,897iApproximate average salary by contribution assumption: employee only about $472,429 at 4% or $314,953 at 6%; with 50% employer match about $314,953 at 4% or $209,968 at 6%; with 100% employer match about $236,214 at 4% or $157,476 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 32 | $6,037,942 | $604,709 | $18,897iApproximate average salary by contribution assumption: employee only about $472,429 at 4% or $314,953 at 6%; with 50% employer match about $314,953 at 4% or $209,968 at 6%; with 100% employer match about $236,214 at 4% or $157,476 at 6%. |
| 2017 | 1 | 31 | $5,843,047 | $606,840 | $19,575iApproximate average salary by contribution assumption: employee only about $489,387 at 4% or $326,258 at 6%; with 50% employer match about $326,258 at 4% or $217,505 at 6%; with 100% employer match about $244,694 at 4% or $163,129 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 31 | $5,843,047 | $606,840 | $19,575iApproximate average salary by contribution assumption: employee only about $489,387 at 4% or $326,258 at 6%; with 50% employer match about $326,258 at 4% or $217,505 at 6%; with 100% employer match about $244,694 at 4% or $163,129 at 6%. |
| 2016 | 1 | 33 | $4,449,314 | $494,558 | $14,987iApproximate average salary by contribution assumption: employee only about $374,665 at 4% or $249,777 at 6%; with 50% employer match about $249,777 at 4% or $166,518 at 6%; with 100% employer match about $187,333 at 4% or $124,888 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 33 | $4,449,314 | $494,558 | $14,987iApproximate average salary by contribution assumption: employee only about $374,665 at 4% or $249,777 at 6%; with 50% employer match about $249,777 at 4% or $166,518 at 6%; with 100% employer match about $187,333 at 4% or $124,888 at 6%. |
| 2015 | 1 | 24 | $3,705,444 | $416,558 | $17,357iApproximate average salary by contribution assumption: employee only about $433,915 at 4% or $289,276 at 6%; with 50% employer match about $289,276 at 4% or $192,851 at 6%; with 100% employer match about $216,957 at 4% or $144,638 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 24 | $3,705,444 | $416,558 | $17,357iApproximate average salary by contribution assumption: employee only about $433,915 at 4% or $289,276 at 6%; with 50% employer match about $289,276 at 4% or $192,851 at 6%; with 100% employer match about $216,957 at 4% or $144,638 at 6%. |
| 2014 | 1 | 25 | $3,387,377 | $366,453 | $14,658iApproximate average salary by contribution assumption: employee only about $366,453 at 4% or $244,302 at 6%; with 50% employer match about $244,302 at 4% or $162,868 at 6%; with 100% employer match about $183,227 at 4% or $122,151 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 25 | $3,387,377 | $366,453 | $14,658iApproximate average salary by contribution assumption: employee only about $366,453 at 4% or $244,302 at 6%; with 50% employer match about $244,302 at 4% or $162,868 at 6%; with 100% employer match about $183,227 at 4% or $122,151 at 6%. |
| 2013 | 1 | 19 | $2,877,481 | $319,970 | $16,841iApproximate average salary by contribution assumption: employee only about $421,013 at 4% or $280,675 at 6%; with 50% employer match about $280,675 at 4% or $187,117 at 6%; with 100% employer match about $210,507 at 4% or $140,338 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 19 | $2,877,481 | $319,970 | $16,841iApproximate average salary by contribution assumption: employee only about $421,013 at 4% or $280,675 at 6%; with 50% employer match about $280,675 at 4% or $187,117 at 6%; with 100% employer match about $210,507 at 4% or $140,338 at 6%. |
| 2012 | 1 | 19 | $2,058,137 | $290,853 | $15,308iApproximate average salary by contribution assumption: employee only about $382,701 at 4% or $255,134 at 6%; with 50% employer match about $255,134 at 4% or $170,089 at 6%; with 100% employer match about $191,351 at 4% or $127,567 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 19 | $2,058,137 | $290,853 | $15,308iApproximate average salary by contribution assumption: employee only about $382,701 at 4% or $255,134 at 6%; with 50% employer match about $255,134 at 4% or $170,089 at 6%; with 100% employer match about $191,351 at 4% or $127,567 at 6%. |
| 2011 | 1 | 16 | $1,530,461 | $255,100 | $15,944iApproximate average salary by contribution assumption: employee only about $398,594 at 4% or $265,729 at 6%; with 50% employer match about $265,729 at 4% or $177,153 at 6%; with 100% employer match about $199,297 at 4% or $132,865 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 16 | $1,530,461 | $255,100 | $15,944iApproximate average salary by contribution assumption: employee only about $398,594 at 4% or $265,729 at 6%; with 50% employer match about $265,729 at 4% or $177,153 at 6%; with 100% employer match about $199,297 at 4% or $132,865 at 6%. |
| 2010 | 2 | 14 | $1,314,797 | $270,838 | $19,346iApproximate average salary by contribution assumption: employee only about $483,639 at 4% or $322,426 at 6%; with 50% employer match about $322,426 at 4% or $214,951 at 6%; with 100% employer match about $241,820 at 4% or $161,213 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 14 | $1,314,797 | $270,838 | $19,346iApproximate average salary by contribution assumption: employee only about $483,639 at 4% or $322,426 at 6%; with 50% employer match about $322,426 at 4% or $214,951 at 6%; with 100% employer match about $241,820 at 4% or $161,213 at 6%. |
| GRIMES & COMPANY, INC. RETIREMENT PLAN | - | 0 | $0 | $0 | - |
| 2009 | 2 | 15 | $2,518,664 | $237,632 | $15,842iApproximate average salary by contribution assumption: employee only about $396,053 at 4% or $264,036 at 6%; with 50% employer match about $264,036 at 4% or $176,024 at 6%; with 100% employer match about $198,027 at 4% or $132,018 at 6%. |
| GRIMES & COMPANY, INC. RETIREMENT PLAN | - | 13 | $1,551,815 | $0 | - |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 15 | $966,849 | $237,632 | $15,842iApproximate average salary by contribution assumption: employee only about $396,053 at 4% or $264,036 at 6%; with 50% employer match about $264,036 at 4% or $176,024 at 6%; with 100% employer match about $198,027 at 4% or $132,018 at 6%. |
| 2008 | 2 | 14 | $1,799,414 | $213,787 | $15,271iApproximate average salary by contribution assumption: employee only about $381,763 at 4% or $254,508 at 6%; with 50% employer match about $254,508 at 4% or $169,672 at 6%; with 100% employer match about $190,881 at 4% or $127,254 at 6%. |
| GRIMES & COMPANY, INC. RETIREMENT PLAN | - | 14 | $1,283,885 | - | - |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 14 | $515,529 | $213,787 | $15,271iApproximate average salary by contribution assumption: employee only about $381,763 at 4% or $254,508 at 6%; with 50% employer match about $254,508 at 4% or $169,672 at 6%; with 100% employer match about $190,881 at 4% or $127,254 at 6%. |
| 2007 | 2 | 13 | $2,424,997 | $196,999 | $15,154iApproximate average salary by contribution assumption: employee only about $378,844 at 4% or $252,563 at 6%; with 50% employer match about $252,563 at 4% or $168,375 at 6%; with 100% employer match about $189,422 at 4% or $126,281 at 6%. |
| GRIMES & COMPANY, INC. RETIREMENT PLAN | - | 13 | $1,861,243 | - | - |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 13 | $563,754 | $196,999 | $15,154iApproximate average salary by contribution assumption: employee only about $378,844 at 4% or $252,563 at 6%; with 50% employer match about $252,563 at 4% or $168,375 at 6%; with 100% employer match about $189,422 at 4% or $126,281 at 6%. |
| 2006 | 2 | 11 | $2,061,879 | $154,963 | $14,088iApproximate average salary by contribution assumption: employee only about $352,189 at 4% or $234,792 at 6%; with 50% employer match about $234,792 at 4% or $156,528 at 6%; with 100% employer match about $176,094 at 4% or $117,396 at 6%. |
| GRIMES & COMPANY, INC. RETIREMENT PLAN | - | 11 | $1,733,802 | - | - |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 10 | $328,077 | $154,963 | $15,496iApproximate average salary by contribution assumption: employee only about $387,408 at 4% or $258,272 at 6%; with 50% employer match about $258,272 at 4% or $172,181 at 6%; with 100% employer match about $193,704 at 4% or $129,136 at 6%. |
| 2005 | 2 | 10 | $1,629,020 | $246,341 | $24,634iApproximate average salary by contribution assumption: employee only about $615,853 at 4% or $410,568 at 6%; with 50% employer match about $410,568 at 4% or $273,712 at 6%; with 100% employer match about $307,926 at 4% or $205,284 at 6%. |
| GRIMES & COMPANY, INC. RETIREMENT PLAN | - | 10 | $1,484,908 | $106,241 | $10,624iApproximate average salary by contribution assumption: employee only about $265,603 at 4% or $177,068 at 6%; with 50% employer match about $177,068 at 4% or $118,046 at 6%; with 100% employer match about $132,801 at 4% or $88,534 at 6%. |
| Grimes & Company Inc. 401(K) Retirement Plan | - | 10 | $144,112 | $140,100 | $14,010iApproximate average salary by contribution assumption: employee only about $350,250 at 4% or $233,500 at 6%; with 50% employer match about $233,500 at 4% or $155,667 at 6%; with 100% employer match about $175,125 at 4% or $116,750 at 6%. |
| 2004 | 1 | 10 | $1,315,955 | $136,733 | $13,673iApproximate average salary by contribution assumption: employee only about $341,833 at 4% or $227,888 at 6%; with 50% employer match about $227,888 at 4% or $151,926 at 6%; with 100% employer match about $170,916 at 4% or $113,944 at 6%. |
| GRIMES & COMPANY, INC. RETIREMENT PLAN | - | 10 | $1,315,955 | $136,733 | $13,673iApproximate average salary by contribution assumption: employee only about $341,833 at 4% or $227,888 at 6%; with 50% employer match about $227,888 at 4% or $151,926 at 6%; with 100% employer match about $170,916 at 4% or $113,944 at 6%. |
| 2003 | 1 | 9 | $1,021,251 | $134,636 | $14,960iApproximate average salary by contribution assumption: employee only about $373,989 at 4% or $249,326 at 6%; with 50% employer match about $249,326 at 4% or $166,217 at 6%; with 100% employer match about $186,994 at 4% or $124,663 at 6%. |
| GRIMES & COMPANY, INC. RETIREMENT PLAN | - | 9 | $1,021,251 | $134,636 | $14,960iApproximate average salary by contribution assumption: employee only about $373,989 at 4% or $249,326 at 6%; with 50% employer match about $249,326 at 4% or $166,217 at 6%; with 100% employer match about $186,994 at 4% or $124,663 at 6%. |
| 2002 | 1 | 8 | $691,527 | $133,833 | $16,729iApproximate average salary by contribution assumption: employee only about $418,228 at 4% or $278,819 at 6%; with 50% employer match about $278,819 at 4% or $185,879 at 6%; with 100% employer match about $209,114 at 4% or $139,409 at 6%. |
| GRIMES & COMPANY, INC. RETIREMENT PLAN | - | 8 | $691,527 | $133,833 | $16,729iApproximate average salary by contribution assumption: employee only about $418,228 at 4% or $278,819 at 6%; with 50% employer match about $278,819 at 4% or $185,879 at 6%; with 100% employer match about $209,114 at 4% or $139,409 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| GRIMES & COMPANY, INC. RETIREMENT PLAN | - | 7 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| GRIMES & COMPANY, INC. RETIREMENT PLAN | - | 7 | - | - | - |