401(k) · DOL Form 5500 · 2022

Allen & Gerritsen, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
79
Participants Small participant base
69th
Percentile by assets National rank
$155,151
Avg per participant Above avg balance/head
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Official DOL plan name: Allen & Gerritsen, Inc. 401(k) Retirement Plan · Sponsored by Allen & Gerritsen, Inc. · Massachusetts · Professional & Technical Services

$12M in assets, 79 participants

Allen & Gerritsen, Inc.'s Allen & Gerritsen, Inc. 401(k) Retirement Plan reported $12M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,704 in Professional & Technical Services (21,562 peers)

Allen & Gerritsen, Inc. multi-year trail

Allen & Gerritsen, Inc.'s plans moved +24.4% in assets from 2022 to 2024; this filing shows Allen & Gerritsen, Inc. 401(k) Retirement Plan at $12M / 79 participants.

#14,704
in Professional & Technical Services (21,562 peers)
-7.3%
assets change YoY

The plan reported a net loss of $962K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allen & Gerritsen, Inc. 401(k) Retirement Plan's outsized position by total assets

Allen & Gerritsen, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$12,256,914 Top 31% higher than 69% 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

Allen & Gerritsen, Inc. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allen & Gerritsen, Inc. 401(k) Retirement Plan is a small filing (79 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 042961198 · Allen & Gerritsen, Inc. PY 2022 · 401(k)

Allen & Gerritsen, Inc. 401(k) Retirement Plan · $12M · 79 · 69th

  • SCH $12M
  • EBSA 79
  • PART 69th
  • TYPE 401(k)
  • NET near Dental Health Products, Inc. 401(k) P/S Plan
  • BOOK ind #14704

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 Massachusetts →

Allen & Gerritsen, Inc. 401(k) Retirement Plan in the asset neighbourhood

Allen & Gerritsen, Inc. 401(k) Retirement PlanAllen & Gerritsen, Inc. 401(…$12MDental Health Products, Inc. 401(k) P/S PlanDental Health Products, Inc.…$12MCabi LLC 401(k) Profit Sharing Plan & TrustCabi LLC 401(k) Profit Shari…$12MDorvin Leis 401(k) Plan 1$12MAmerican Industrial Hygiene Association 401(k) PlanAmerican Industrial Hygiene …$12M
End-of-year total assets ($M) among Allen & Gerritsen, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Allen & Gerritsen, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allen & Gerritsen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 24.358431494257037% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12.3M $15.2M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 79 $12M
2023 1 93 $15M
2024 1 70 $15M

Allen & Gerritsen, Inc. filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$962K
Employer EIN042961198
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Allen & Gerritsen, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Allen & Gerritsen, Inc. 401(k) Retirement Plan, Total assets ($B): 0.012256914 · Participants: 79Allen & Gerritsen, Inc. 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Allen & Gerritsen, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Allen & Gerritsen, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Allen & Gerritsen, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Dental Health Products, Inc. 401(k) P/S Plan in WI ($12M); by covered participants it is Urbieta 401(k) Plan in FL (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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.

Frequently Asked Questions

How did Allen & Gerritsen, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Allen & Gerritsen, Inc. 401(k) Retirement Plan pulled back noticeably - down 7.3% during 2022, from $13M to $12M. Reported net income was -$962K.
How have Allen & Gerritsen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen & Gerritsen, Inc.'s sponsor-wide assets grew 24.4%, from $12M to $15M.
Which 401(k) plans are similar in size to Allen & Gerritsen, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dental Health Products, Inc. 401(k) P/S Plan in WI ($12M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Allen & Gerritsen, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Urbieta 401(k) Plan in FL (79 participants, 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 042961198.

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.