401(k) · DOL Form 5500 · 2022

Gorman & Company, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
400
Participants Below avg headcount
79th
Percentile by assets National rank
$57,517
Avg per participant Low balance/head
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Official DOL plan name: Gorman 401(k) Plan · Sponsored by Gorman & Company, LLC · Wisconsin · Real Estate

$23M in assets, 400 participants

Gorman & Company, LLC's Gorman 401(k) Plan reported $23M in total assets and 400 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,583 in Real Estate (5,057 peers)

Where Gorman 401(k) Plan sits by assets

Gorman 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 400 participants (~$57,517/participant), down 7.7% in 2022.

#4,583
in Real Estate (5,057 peers)
-7.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gorman 401(k) Plan's outsized position by total assets

Gorman 401(k) Plan vs every filed plan by assets

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

$23,006,655 Top 21% higher than 79% 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

Gorman 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. Gorman 401(k) Plan sits mid-pack in the medium band (400 participants).

DOL schedule card

Filing strip 823739186 · Gorman & Company, LLC PY 2022 · 401(k)

Gorman 401(k) Plan · $23M · 400 · 79th

  • ASSETS $23M
  • ASSETS 400
  • ASSETS 79th
  • ASSETS 401(k)
  • ASSETS near St. Croix Hospice 401(k) Plan
  • ASSETS ind #4583

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 Real Estate retirement plans → · Plans in Wisconsin →

Gorman 401(k) Plan in the asset neighbourhood

Gorman 401(k) Plan$23MAtlantic American Corporation 401(k) Retirement Savings PlanAtlantic American Corporatio…$23MStroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and TrustStroock & Stroock & Lavan LL…$23MKbkg, Inc. 401(k) Profit Sharing PlanKbkg, Inc. 401(k) Profit Sha…$23MSt. Croix Hospice 401(k) Plan$23M
End-of-year total assets ($M) among Gorman 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$23M
Net Income-$2M
Employer EIN823739186
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gorman & Company, LLC)

Sponsor-wide plan assets over time

All Gorman & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 55.491030747407656% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23M $35.8M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 400 $23M
2023 1 465 $30M
2024 1 552 $36M

Nearby 401(k) Plans in Wisconsin

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

Gorman 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Gorman 401(k) Plan, Total assets ($B): 0.023006655 · Participants: 400Gorman 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Gorman 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Gorman 401(k) Plan side-by-side with 3 peers →

Gorman 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is St. Croix Hospice 401(k) Plan in MN ($23M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (400 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Gorman 401(k) Plan assets move in 2022? ▼
Gorman 401(k) Plan pulled back noticeably - down 7.7% during 2022, from $25M to $23M. Reported net income was -$2M.
How have Gorman & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gorman & Company, LLC's sponsor-wide assets grew 55.5%, from $23M to $36M.
Where does Gorman 401(k) Plan rank by assets among Form 5500 filers? ▼
Gorman 401(k) Plan ranks in the 79th 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 Gorman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Croix Hospice 401(k) Plan in MN ($23M, 1,107 participants).
Which 401(k) plans cover a similar participant headcount to Gorman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (400 participants, $481K 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 823739186.

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.