401(k) · DOL Form 5500 · 2022

Gershman Investment Corp. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
366
Participants Below avg headcount
83rd
Percentile by assets National rank
$85,042
Avg per participant Below avg balance/head
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Official DOL plan name: Gershman Investment Corp. Employees Savings Trust · Sponsored by Gershman Investment Corp. · Missouri · Finance & Insurance

$31M in assets, 366 participants

Gershman Investment Corp.'s Gershman Investment Corp. Employees Savings Trust reported $31M in total assets and 366 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,759 in Finance & Insurance (9,261 peers)

Coverage in Missouri

Gershman Investment Corp. Employees Savings Trust covers 366 participants in Missouri, about 50% of the average Missouri filer (state average ~737 per filing). Assets: $31M.

#6,759
in Finance & Insurance (9,261 peers)
-13.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gershman Investment Corp. Employees Savings Trust's outsized position by total assets

Gershman Investment Corp. Employees Savings Trust vs every filed plan by assets

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

$31,125,237 Top 17% higher than 83% 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

Gershman Investment Corp. Employees Savings Trust 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. Gershman Investment Corp. Employees Savings Trust sits mid-pack in the medium band (366 participants).

Published 5500 schedule card

Filing strip 430710608 · Gershman Investment Corp. PY 2022 · 401(k)

Gershman Investment Corp. Employees Savings Trust · $31M · 366 · 83rd

  • 5500 $31M
  • 5500 366
  • 5500 83rd
  • 5500 401(k)
  • 5500 near Riverstone Equity Partners, LP 401(k) Profit Sharing Plan & Trust
  • 5500 ind #6759

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 Finance & Insurance retirement plans → · Plans in Missouri →

Gershman Investment Corp. Employees Savings Trust in the asset neighbourhood

Gershman Investment Corp. Employees Savings TrustGershman Investment Corp. Em…$31MRiverstone Equity Partners, LP 401(k) Profit Sharing Plan & TrustRiverstone Equity Partners, …$31MItv US Holdings, Inc. 401(k) Plan & TrustItv US Holdings, Inc. 401(k)…$31MBwc 401(k) Savings Plan$31MNiles Bolton Associates, Inc. Incentive Savings PlanNiles Bolton Associates, Inc…$31M
End-of-year total assets ($M) among Gershman Investment Corp. Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$31M
Net Income-$5M
Employer EIN430710608
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gershman Investment Corp.)

Sponsor-wide plan assets over time

All Gershman Investment Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 5.722928310553908% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $31.1M $29.3M ▼ -5.8%
Year Plans Participants Total Assets
2022 1 366 $31M
2023 1 287 $27M
2024 1 221 $29M

Nearby 401(k) Plans in Missouri

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

Gershman Investment Corp. Employees Savings Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Gershman Investment Corp. Employees Savings Trust, Total assets ($B): 0.031125237 · Participants: 366Gershman Investment Corp. Employees Savings TrustBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Gershman Investment Corp. Employees Savings Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Gershman Investment Corp. Employees Savings Trust side-by-side with 3 peers →

Gershman Investment Corp. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Riverstone Equity Partners, LP 401(k) Profit Sharing Plan & Trust in NY ($31M); by covered participants it is American Paper & Twine Company Employee Profit Sharing & Benefit Trust in TN (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 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 Gershman Investment Corp. Employees Savings Trust assets move in 2022? ▼
Gershman Investment Corp. Employees Savings Trust pulled back noticeably - down 13.1% during 2022, from $36M to $31M. Reported net income was -$5M.
How have Gershman Investment Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gershman Investment Corp.'s sponsor-wide assets declined 5.7%, from $31M to $29M.
Where does Gershman Investment Corp. Employees Savings Trust rank by assets among Form 5500 filers? ▼
Gershman Investment Corp. Employees Savings Trust ranks in the 83rd 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 Gershman Investment Corp. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Riverstone Equity Partners, LP 401(k) Profit Sharing Plan & Trust in NY ($31M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Gershman Investment Corp. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is American Paper & Twine Company Employee Profit Sharing & Benefit Trust in TN (366 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 430710608.

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.