401(k) · DOL Form 5500 · 2022
Gathagan Investment Company, LP 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $50,841
- Avg per participant Low balance/head
Official DOL plan name: Gathagan Investment Company, LP Adp 401(k) Plan · Sponsored by Gathagan Investment Company, LP · Pennsylvania · Retail Trade
$6M in assets, 118 participants
Gathagan Investment Company, LP's Gathagan Investment Company, LP Adp 401(k) Plan reported $6M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #6,103 in Retail Trade (9,519 peers)
Coverage in Pennsylvania
Gathagan Investment Company, LP Adp 401(k) Plan covers 118 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.
- #6,103
- in Retail Trade (9,519 peers)
- -8.8%
- assets change YoY
The plan reported a net loss of $582K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gathagan Investment Company, LP Adp 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Gathagan Investment Company, LP Adp 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,999,259 Top 46% higher than 54% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Gathagan Investment Company, LP Adp 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. Gathagan Investment Company, LP Adp 401(k) Plan sits mid-pack in the medium band (118 participants).
EBSA filing schedule strip
Filing strip 251850570 · Gathagan Investment Company, LP PY 2022 · 401(k)
Gathagan Investment Company, LP Adp 401(k) Plan · $6M · 118 · 54th
- BOOK $6M
- VS-ST 118
- BOY 54th
- SCH 401(k)
- EBSA near Acquest Holdings Inc 401(k) Profit Sharing Plan and Tru
- PART ind #6103
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 Pennsylvania →
Gathagan Investment Company, LP Adp 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$582K |
| Employer EIN | 251850570 |
| Plan Effective Date | 2001-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Gathagan Investment Company, LP Adp 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Acquest Holdings Inc 401(k) Profit Sharing Plan and Tru in NY ($6M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- Lumbee Tribe Enterprises, LLC 401(k) Plan (NC) 118 · 0 off
- Bva 401(k) Plan (CA) 118 · 0 off
- Vivax Pros LLC Smart Plan (CO) 118 · 0 off
- Vignet Inc 401(k) Profit Sharing Plan & Trust (VA) 118 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.