Profit Sharing · DOL Form 5500 · 2022
Gerry Udell, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Gerry Udell, Inc. Profit Sharing Plan · Sponsored by Gerry Udell, Inc. · New Jersey · Professional & Technical Services
$9M in assets, 6 participants
Gerry Udell, Inc.'s Gerry Udell, Inc. Profit Sharing Plan reported $9M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #13,358 in Professional & Technical Services (21,562 peers)
2022 asset change
Gerry Udell, Inc. Profit Sharing Plan pulled back noticeably 13.5% in 2022 ($11M → $9M) for 6 participants.
- #13,358
- in Professional & Technical Services (21,562 peers)
- -13.5%
- 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.
Gerry Udell, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Gerry Udell, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,271,125 Top 37% higher than 63% 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
Gerry Udell, Inc. 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. Gerry Udell, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 131938039 · Gerry Udell, Inc. PY 2022 · Profit Sharing
Gerry Udell, Inc. Profit Sharing Plan · $9M · 6 · 63rd
- BOOK $9M
- BOOK 6
- BOOK 63rd
- BOOK Profit Sharing
- BOOK near Pdq Enterprises, Inc. Profit Sharing Plan
- BOOK ind #13358
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 Professional & Technical Services retirement plans → · Plans in New Jersey →
Gerry Udell, Inc. Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 131938039 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Gerry Udell, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Pdq Enterprises, Inc. Profit Sharing Plan in CA ($9M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Hillin and Company, P.C. Profit Sharing Plan (MO) 6 · 0 off
- Integrated Home Interiors, Inc. Retirement Plan (FL) 6 · 0 off
- Lymi Inc. Retirement Plan (AZ) 6 · 0 off
- Agerasia Inc. Retirement Plan (FL) 6 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.