401(k) · DOL Form 5500 · 2022
A. Gary Shilling and Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $816,813
- Avg per participant High balance/head
Official DOL plan name: A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by A. Gary Shilling and Company, Inc. · New Jersey · Finance & Insurance
$5M in assets, 6 participants
A. Gary Shilling and Company, Inc.'s A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #3,239 in Finance & Insurance (9,261 peers)
A. Gary Shilling and Company, Inc. multi-year trail
A. Gary Shilling and Company, Inc.'s plans moved +17.2% in assets from 2022 to 2024; this filing shows A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust at $5M / 6 participants.
- #3,239
- in Finance & Insurance (9,261 peers)
- -18.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,900,877 Top 50% higher than 50% 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
A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 132948350 · A. Gary Shilling and Company, Inc. PY 2022 · 401(k)
A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust · $5M · 6 · 50th
- 5500 $5M
- 5500 6
- 5500 50th
- 5500 401(k)
- 5500 near Hyperfine Research Inc. 401(k) Plan
- 5500 ind #3239
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 Finance & Insurance retirement plans → · Plans in New Jersey →
A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
A. Gary Shilling and Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All A. Gary Shilling and Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 17.192820795135237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $5M |
| 2023 | 1 | 6 | $5M |
| 2024 | 1 | 6 | $6M |
A. Gary Shilling and Company, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 132948350 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Hyperfine Research Inc. 401(k) Plan in CT ($5M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); 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.