Money Purchase · DOL Form 5500 · 2022
Gardner & Associates Money Purchase Plan
Data updated 2026-08-11
- $291K
- Total assets
- 3
- Participants
- 13th
- Percentile by assets
- $97,024
- Avg per participant
Official DOL plan name: Gardner & Associates Simplified Profit Sharing Plan · Sponsored by Gardner & Associates · Maryland · Professional & Technical Services
$291K in assets, 3 participants
Gardner & Associates's Gardner & Associates Simplified Profit Sharing Plan reported $291K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.
- 13th percentile by assets (of 139,126 plans)
- #2,331 in Professional & Technical Services (21,562 peers)
Gardner & Associates multi-year trail
Gardner & Associates's plans moved +38.1% in assets from 2022 to 2024; this filing shows Gardner & Associates Simplified Profit Sharing Plan at $291K / 3 participants.
- $291K
- total plan assets (2022 EOY)
- 3
- covered participants
- 13th
- percentile by assets (of 139,126 plans)
- $97,024
- avg assets per participant
Where Gardner & Associates Simplified Profit Sharing Plan sits by total assets
Gardner & Associates Simplified Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$291,071 13th percentile higher than 13% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Gardner & Associates across 3 plan years on file
Across the 3 plan years Gardner & Associates has on file (2022-2024), sponsor-wide plan assets have moved from $291K to $402K, a gain of 38.1%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($402K); trough: 2022 ($291K).
Gardner & Associates multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $291K |
| 2023 | 1 | 3 | $344K |
| 2024 | 1 | 3 | $402K |
Gardner & Associates filing trail (2022)
| Total Assets (Beginning of Year) | $288K |
|---|---|
| Net Assets (End of Year) | $291K |
| Net Income | $3K |
| Employer EIN | 521716429 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Maryland
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
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- Seafarers Money Purchase Pension Plan $148M · 7,557
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Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Gardner & Associates Simplified Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Gardner & Associates Simplified Profit Sharing Plan assets move in 2022? ▼
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Multi-year trail
Ways to act on Gardner & Associates Simplified Profit Sharing Plan's numbers.
- By total assets, Gardner & Associates Simplified Profit Sharing Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Maryland. Compare plans
- Gardner & Associates's sponsor-wide assets have grown 38.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans