401(k) · DOL Form 5500 · 2022

The Gersh Agency 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
226
Participants Below avg headcount
80th
Percentile by assets National rank
$106,397
Avg per participant Below avg balance/head
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Official DOL plan name: Gersh Agency 401(k) Plan · Sponsored by The Gersh Agency · California · Arts, Entertainment & Recreation

$24M in assets, 226 participants

The Gersh Agency's Gersh Agency 401(k) Plan reported $24M in total assets and 226 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,690 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in California

Gersh Agency 401(k) Plan covers 226 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $24M.

#2,690
in Arts, Entertainment & Recreation (3,077 peers)
-10.3%
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.

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

Gersh Agency 401(k) Plan vs every filed plan by assets

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

$24,045,819 Top 20% higher than 80% 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

Gersh Agency 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. Gersh Agency 401(k) Plan sits mid-pack in the medium band (226 participants).

Plan-year Form 5500 strip

Filing strip 951656028 · The Gersh Agency PY 2022 · 401(k)

Gersh Agency 401(k) Plan · $24M · 226 · 80th

  • RANK $24M
  • RANK 226
  • RANK 80th
  • RANK 401(k)
  • RANK near Patriot Health Partners Inc. Mutliple Employer Plan
  • RANK ind #2690

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Gersh Agency 401(k) Plan in the asset neighbourhood

Gersh Agency 401(k) Plan$24MMac Trailer Enterprises, Inc. 401(k) PlanMac Trailer Enterprises, Inc…$24MCardiothoracic & Vascular Surgical Associates, PA 401(k) PlanCardiothoracic & Vascular Su…$24MPatriot Health Partners Inc. Mutliple Employer PlanPatriot Health Partners Inc.…$24MGeneral Equipment & Supplies, Inc. 401(k)General Equipment & Supplies…$24M
End-of-year total assets ($M) among Gersh Agency 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$24M
Net Income-$3M
Employer EIN951656028
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Gersh Agency)

Sponsor-wide plan assets over time

All The Gersh Agency plans reported in each filing year

Latest sponsor-wide plan assets
$30M 25.84873070865251% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.1M $30.3M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 226 $24M
2023 1 247 $27M
2024 1 228 $30M

Nearby 401(k) Plans in California

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

Gersh Agency 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Gersh Agency 401(k) Plan, Total assets ($B): 0.024045819 · Participants: 226Gersh Agency 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Gersh Agency 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Gersh Agency 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Patriot Health Partners Inc. Mutliple Employer Plan in NH ($24M); by covered participants it is H&m Trucking, Inc. 401(k) Plan in NE (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Gersh Agency 401(k) Plan assets move in 2022? ▼
Gersh Agency 401(k) Plan pulled back noticeably - down 10.3% during 2022, from $27M to $24M. Reported net income was -$3M.
How have The Gersh Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Gersh Agency's sponsor-wide assets grew 25.8%, from $24M to $30M.
Where does Gersh Agency 401(k) Plan rank by assets among Form 5500 filers? ▼
Gersh Agency 401(k) Plan ranks in the 80th 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 Gersh Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patriot Health Partners Inc. Mutliple Employer Plan in NH ($24M, 354 participants).
Which 401(k) plans cover a similar participant headcount to Gersh Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is H&m Trucking, Inc. 401(k) Plan in NE (226 participants, $13M 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 951656028.

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.