401(k) · DOL Form 5500 · 2022

Generational Equity LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
223
Participants Below avg headcount
78th
Percentile by assets National rank
$94,655
Avg per participant Below avg balance/head
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Official DOL plan name: Generational Equity, LLC 401(k) Plan · Sponsored by Generational Equity LLC · Texas · Professional & Technical Services

$21M in assets, 223 participants

Generational Equity LLC's Generational Equity, LLC 401(k) Plan reported $21M in total assets and 223 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,897 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Generational Equity, LLC 401(k) Plan covers 223 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#16,897
in Professional & Technical Services (21,562 peers)
-12.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Generational Equity, LLC 401(k) Plan's outsized position by total assets

Generational Equity, LLC 401(k) Plan vs every filed plan by assets

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

$21,108,064 Top 22% higher than 78% 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

Generational Equity, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Generational Equity, LLC 401(k) Plan sits mid-pack in the medium band (223 participants).

EBSA filing schedule strip

Filing strip 861122234 · Generational Equity LLC PY 2022 · 401(k)

Generational Equity, LLC 401(k) Plan · $21M · 223 · 78th

  • EBSA $21M
  • EBSA 223
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near Greenwich Radiological Group, P.C. Savings and Investment Plan
  • EBSA ind #16897

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 Texas →

Generational Equity, LLC 401(k) Plan in the asset neighbourhood

Generational Equity, LLC 401(k) PlanGenerational Equity, LLC 401…$21MGreenwich Radiological Group, P.C. Savings and Investment PlanGreenwich Radiological Group…$21MWeinstock Manion Profit Sharing Retirement PlanWeinstock Manion Profit Shar…$21MHirsh Industries, LLC 401(k) Retirement PlanHirsh Industries, LLC 401(k)…$21MMedlogix 401(k) Plan$21M
End-of-year total assets ($M) among Generational Equity, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN861122234
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Generational Equity LLC)

Sponsor-wide plan assets over time

All Generational Equity LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 54.268122363093084% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $21.1M $32.6M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 223 $21M
2023 1 271 $27M
2024 1 310 $33M

Nearby 401(k) Plans in Texas

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

Generational Equity, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Generational Equity, LLC 401(k) Plan, Total assets ($B): 0.021108064 · Participants: 223Generational Equity, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Generational Equity, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Generational Equity, LLC 401(k) Plan side-by-side with 3 peers →

Generational Equity, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Greenwich Radiological Group, P.C. Savings and Investment Plan in CT ($21M); by covered participants it is Burke America 401(k) Plan in IL (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Generational Equity, LLC 401(k) Plan assets move in 2022? ▼
Generational Equity, LLC 401(k) Plan pulled back noticeably - down 12.3% during 2022, from $24M to $21M. Reported net income was -$3M.
How have Generational Equity LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Generational Equity LLC's sponsor-wide assets grew 54.3%, from $21M to $33M.
Where does Generational Equity, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Generational Equity, LLC 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Generational Equity, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greenwich Radiological Group, P.C. Savings and Investment Plan in CT ($21M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Generational Equity, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke America 401(k) Plan in IL (223 participants, $7M 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 861122234.

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.