401(k) · DOL Form 5500 · 2022

Geneva Financial, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
577
Participants Below avg headcount
46th
Percentile by assets National rank
$6,819
Avg per participant Low balance/head
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Official DOL plan name: Geneva Financial, LLC 401(k) Plan · Sponsored by Geneva Financial, LLC · Arizona · Finance & Insurance

$4M in assets, 577 participants

Geneva Financial, LLC's Geneva Financial, LLC 401(k) Plan reported $4M in total assets and 577 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,900 in Finance & Insurance (9,261 peers)

Geneva Financial, LLC multi-year trail

Geneva Financial, LLC's plans moved +35.1% in assets from 2022 to 2024; this filing shows Geneva Financial, LLC 401(k) Plan at $4M / 577 participants.

#2,900
in Finance & Insurance (9,261 peers)
+8.4%
assets growth YoY

Geneva Financial, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Geneva Financial, LLC 401(k) Plan vs every filed plan by assets

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

$3,934,548 46th percentile higher than 46% 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

Geneva Financial, 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. Geneva Financial, LLC 401(k) Plan sits mid-pack in the medium band (577 participants).

Plan-year Form 5500 strip

Filing strip 261589507 · Geneva Financial, LLC PY 2022 · 401(k)

Geneva Financial, LLC 401(k) Plan · $4M · 577 · 46th

  • PCT $4M
  • EIN 577
  • RANK 46th
  • PHOTO 401(k)
  • IND near Laguardia Gateway Partners Retirement Savings Plan
  • EOY ind #2900

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 Arizona →

Geneva Financial, LLC 401(k) Plan in the asset neighbourhood

Geneva Financial, LLC 401(k) PlanGeneva Financial, LLC 401(k)…$4MLaguardia Gateway Partners Retirement Savings PlanLaguardia Gateway Partners R…$4MHnn Communities Retirement PlanHnn Communities Retirement P…$4MEb Employee Solutions LLC 401(k) PlanEb Employee Solutions LLC 40…$4MGovstrive 401(k) Plan$4M
End-of-year total assets ($M) among Geneva Financial, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Geneva Financial, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Geneva Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.14838299087977% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.93M $5.32M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 577 $4M
2023 1 491 $5M
2024 1 526 $5M

Geneva Financial, LLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$304K
Employer EIN261589507
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Geneva Financial, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Geneva Financial, LLC 401(k) Plan, Total assets ($B): 0.003934548 · Participants: 577Geneva Financial, LLC 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Geneva Financial, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Geneva Financial, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Laguardia Gateway Partners Retirement Savings Plan in NY ($4M); by covered participants it is Golub Capital LLC 401(k) Plan in IL (577 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (577 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 Geneva Financial, LLC 401(k) Plan assets move in 2022? ▼
Geneva Financial, LLC 401(k) Plan grew at a solid clip - up 8.4% during 2022, from $4M to $4M. Reported net income was $304K.
How have Geneva Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geneva Financial, LLC's sponsor-wide assets grew 35.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Geneva Financial, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Laguardia Gateway Partners Retirement Savings Plan in NY ($4M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Geneva Financial, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Golub Capital LLC 401(k) Plan in IL (577 participants, $102M 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 261589507.

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.