401(k) · DOL Form 5500 · 2022

Bruce Gershman PA 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
42nd
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: Bruce a Gershman PA Profit Sharing Plan & Trust · Sponsored by Bruce Gershman PA · Minnesota · Professional & Technical Services

$3M in assets, 1 participants

Bruce Gershman PA's Bruce a Gershman PA Profit Sharing Plan & Trust reported $3M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,388 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Bruce a Gershman PA Profit Sharing Plan & Trust holds $3M for 1 participant - about $3.2M per participant, in the lower half of filed plans by assets.

#8,388
in Professional & Technical Services (21,562 peers)
-4.1%
assets change YoY

The plan reported a net loss of $604K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bruce a Gershman PA Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Bruce a Gershman PA Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,205,016 42nd percentile higher than 42% 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

Bruce a Gershman PA Profit Sharing Plan & 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. Bruce a Gershman PA Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 411429535 · Bruce Gershman PA PY 2022 · 401(k)

Bruce a Gershman PA Profit Sharing Plan & Trust · $3M · 1 · 42nd

  • TYPE $3M
  • TYPE 1
  • TYPE 42nd
  • TYPE 401(k)
  • TYPE near Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan
  • TYPE ind #8388

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 Minnesota →

Bruce a Gershman PA Profit Sharing Plan & Trust in the asset neighbourhood

Bruce a Gershman PA Profit Sharing Plan & TrustBruce a Gershman PA Profit S…$3MBarbour Orthopaedics & Sports Medicine, P. C. 401(k) PlanBarbour Orthopaedics & Sport…$3MPrecision Aerospace LLC 401(k) Profit Sharing Plan & TrustPrecision Aerospace LLC 401(…$3MZwanenberg Food Group (USA), Inc 401(k) PlanZwanenberg Food Group (USA),…$3MReal Alloy Specification Hourly Union Savings Plan for Wabash UnionReal Alloy Specification Hou…$3M
End-of-year total assets ($M) among Bruce a Gershman PA Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$604K
Employer EIN411429535
Plan Effective Date1983-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bruce Gershman PA)

Sponsor-wide plan assets over time

All Bruce Gershman PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.3792392924091486% vs 2022
2023 filing year
$3.1M$3.15M$3.2M$3.25M 20222023 $3.21M $3.13M ▼ -2.5%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M

Nearby 401(k) Plans in Minnesota

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

Bruce a Gershman PA Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Bruce a Gershman PA Profit Sharing Plan & Trust, Total assets ($B): 0.003205016 · Participants: 1Bruce a Gershman PA Profit Sharing Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Bruce a Gershman PA Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bruce a Gershman PA Profit Sharing Plan & Trust side-by-side with 3 peers →

Bruce a Gershman PA Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan in GA ($3M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

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 Bruce a Gershman PA Profit Sharing Plan & Trust assets move in 2022? ▼
Bruce a Gershman PA Profit Sharing Plan & Trust edged down modestly - down 4.1% during 2022, from $3M to $3M. Reported net income was -$604K.
How have Bruce Gershman PA plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bruce Gershman PA's sponsor-wide assets declined 2.4%, from $3M to $3M.
Which 401(k) plans are similar in size to Bruce a Gershman PA Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan in GA ($3M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Bruce a Gershman PA Profit Sharing Plan & Trust? ▼
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 411429535.

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.