401(k) · DOL Form 5500 · 2022

Gary & Leo's Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
95
Participants Small participant base
51st
Percentile by assets National rank
$54,834
Avg per participant Low balance/head
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Official DOL plan name: Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust · Sponsored by Gary & Leo's Inc. · Montana · Retail Trade

$5M in assets, 95 participants

Gary & Leo's Inc.'s Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust reported $5M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,811 in Retail Trade (9,519 peers)

Gary & Leo's Inc. multi-year trail

Gary & Leo's Inc.'s plans moved +20.8% in assets from 2022 to 2024; this filing shows Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust at $5M / 95 participants.

#5,811
in Retail Trade (9,519 peers)
-13.7%
assets change YoY

The plan reported a net loss of $830K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,209,276 Top 49% higher than 51% 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

Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust is a small filing (95 participants) on this national headcount ladder.

DOL schedule card

Filing strip 810450061 · Gary & Leo's Inc. PY 2022 · 401(k)

Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust · $5M · 95 · 51st

  • EBSA $5M
  • PART 95
  • TYPE 51st
  • NET 401(k)
  • BOOK near Cooper-Booth Wholesale Co. 401(k) Profit Sharing Plan
  • VS-ST ind #5811

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 Retail Trade retirement plans → · Plans in Montana →

Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust in the asset neighbourhood

Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & TrustGary & Leo's, Inc Cash or De…$5MCooper-Booth Wholesale Co. 401(k) Profit Sharing PlanCooper-Booth Wholesale Co. 4…$5MGovernors America Corporation Employees Retirement PlanGovernors America Corporatio…$5MJ. Mclaughlin 401(k) Plan$5MRedhill Biopharma Inc. 401(k) PlanRedhill Biopharma Inc. 401(k…$5M
End-of-year total assets ($M) among Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Gary & Leo's Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gary & Leo's Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 20.836004849810223% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.21M $6.29M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 95 $5M
2023 1 101 $6M
2024 1 97 $6M

Gary & Leo's Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$830K
Employer EIN810450061
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1000100200300400500 Total assets ($M) Participants Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust, Total assets ($M): 5.209276 · Participants: 95Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & TrustFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust side-by-side with 3 peers →

Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Cooper-Booth Wholesale Co. 401(k) Profit Sharing Plan in PA ($5M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust assets move in 2022? ▼
Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust pulled back noticeably - down 13.7% during 2022, from $6M to $5M. Reported net income was -$830K.
How have Gary & Leo's Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gary & Leo's Inc.'s sponsor-wide assets grew 20.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cooper-Booth Wholesale Co. 401(k) Profit Sharing Plan in PA ($5M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Gary & Leo's, Inc Cash or Deferred Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants, $2M 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 810450061.

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.