401(k) · DOL Form 5500 · 2022

Geller & Company LLC 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
321
Participants Below avg headcount
92nd
Percentile by assets National rank
$293,412
Avg per participant High balance/head
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Official DOL plan name: Geller & Company LLC 401(k) Plan · Sponsored by Geller & Company LLC · New York · Professional & Technical Services

$94M in assets, 321 participants

Geller & Company LLC's Geller & Company LLC 401(k) Plan reported $94M in total assets and 321 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,162 in Professional & Technical Services (21,562 peers)

Coverage in New York

Geller & Company LLC 401(k) Plan covers 321 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $94M.

#20,162
in Professional & Technical Services (21,562 peers)
-21.7%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Geller & Company LLC 401(k) Plan's outsized position by total assets

Geller & Company LLC 401(k) Plan vs every filed plan by assets

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

$94,185,183 Top 8% higher than 92% 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

Geller & Company 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. Geller & Company LLC 401(k) Plan sits mid-pack in the medium band (321 participants).

EBSA filing schedule strip

Filing strip 134149326 · Geller & Company LLC PY 2022 · 401(k)

Geller & Company LLC 401(k) Plan · $94M · 321 · 92nd

  • RANK $94M
  • PHOTO 321
  • IND 92nd
  • EOY 401(k)
  • 5500 near Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust
  • ASSETS ind #20162

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 Professional & Technical Services retirement plans → · Plans in New York →

Geller & Company LLC 401(k) Plan in the asset neighbourhood

Etnyre International Profit Sharing and Retirement Savings PlanEtnyre International Profit …$94MWheels, LLC. Retirement Savings PlanWheels, LLC. Retirement Savi…$94MShearer's Foods, LLC Retirement Savings PlanShearer's Foods, LLC Retirem…$94MGeller & Company LLC 401(k) PlanGeller & Company LLC 401(k) …$94MWaldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & TrustWaldemar S. Nelson & Company…$94M
End-of-year total assets ($M) among Geller & Company LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$94M
Net Income-$26M
Employer EIN134149326
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Geller & Company LLC)

Sponsor-wide plan assets over time

All Geller & Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$113M 19.629778709460062% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $94.2M $113M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 321 $94M
2023 1 290 $104M
2024 1 300 $113M

Nearby 401(k) Plans in New York

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

Geller & Company LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Geller & Company LLC 401(k) Plan, Total assets ($B): 0.094185183 · Participants: 321Geller & Company LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Geller & Company LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Geller & Company LLC 401(k) Plan side-by-side with 3 peers →

Geller & Company LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust in LA ($94M); by covered participants it is Fdf Energy Services, LLC 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Geller & Company LLC 401(k) Plan assets move in 2022? ▼
Geller & Company LLC 401(k) Plan declined sharply - down 21.7% during 2022, from $120M to $94M. Reported net income was -$26M.
How have Geller & Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geller & Company LLC's sponsor-wide assets grew 19.6%, from $94M to $113M.
Where does Geller & Company LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Geller & Company LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Geller & Company LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust in LA ($94M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Geller & Company LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fdf Energy Services, LLC 401(k) Plan in LA (321 participants, $9M 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 134149326.

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.