401(k) · DOL Form 5500 · 2022

Generally Speaking, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Generally Speaking, Inc. 401(k) Profit Sharing Plan · Sponsored by Generally Speaking, Inc. · Colorado · Real Estate

$2M in assets, 1 participants

Generally Speaking, Inc.'s Generally Speaking, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,453 in Real Estate (5,057 peers)

Generally Speaking, Inc. multi-year trail

Generally Speaking, Inc.'s plans moved -94.0% in assets from 2022 to 2023; this filing shows Generally Speaking, Inc. 401(k) Profit Sharing Plan at $2M / 1 participant.

#2,453
in Real Estate (5,057 peers)
+58.0%
assets growth YoY

Generally Speaking, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Generally Speaking, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,584,532 30th percentile higher than 30% of 139,123 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 2022

Generally Speaking, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Generally Speaking, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 820921723 · Generally Speaking, Inc. PY 2022 · 401(k)

Generally Speaking, Inc. 401(k) Profit Sharing Plan · $2M · 1 · 30th

  • NET $2M
  • BOOK 1
  • VS-ST 30th
  • BOY 401(k)
  • SCH near Mnrc, Inc. 401(k) Plan
  • EBSA ind #2453

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 Colorado →

Generally Speaking, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Raider Express 401(k) Plan$2MGenerally Speaking, Inc. 401(k) Profit Sharing PlanGenerally Speaking, Inc. 401…$2MMnrc, Inc. 401(k) Plan$2MHawaiian Bros 401(k) Retirement PlanHawaiian Bros 401(k) Retirem…$2MRolling Dough 401(k) Plan$2M
End-of-year total assets ($M) among Generally Speaking, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Generally Speaking, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Generally Speaking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$150K 93.98481142797476% vs 2022
2023 filing year
$0M$1M$2M$3M 20222023 $2.49M $0.15M ▼ -94.0%
Year Plans Participants Total Assets
2022 2 2 $2M
2023 2 1 $150K

Generally Speaking, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$581K
Employer EIN820921723
Plan Effective Date2017-03-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Generally Speaking, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Generally Speaking, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001584532 · Participants: 1Generally Speaking, Inc. 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Generally Speaking, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Generally Speaking, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Generally Speaking, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Mnrc, Inc. 401(k) Plan in MA ($2M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Generally Speaking, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Generally Speaking, Inc. 401(k) Profit Sharing Plan surged - up 58.0% during 2022, from $1M to $2M. Reported net income was $581K.
How have Generally Speaking, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Generally Speaking, Inc.'s sponsor-wide assets declined 94.0%, from $2M to $150K.
Which 401(k) plans are similar in size to Generally Speaking, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mnrc, Inc. 401(k) Plan in MA ($2M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Generally Speaking, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 820921723.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.