401(k) · DOL Form 5500 · 2022

Geraci & Associates Inc 401(k) Plan

Data updated 2026-08-25

$837K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$836,594
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Geraci & Associates Inc Savings and Profit Sharing · Sponsored by Geraci & Associates Inc · Wisconsin · Wholesale Trade

$837K in assets, 1 participants

Geraci & Associates Inc's Geraci & Associates Inc Savings and Profit Sharing reported $837K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #848 in Wholesale Trade (6,843 peers)

Geraci & Associates Inc multi-year trail

Geraci & Associates Inc's plans moved +49.8% in assets from 2022 to 2024; this filing shows Geraci & Associates Inc Savings and Profit Sharing at $837K / 1 participant.

#848
in Wholesale Trade (6,843 peers)
-21.5%
assets change YoY

The plan reported a net loss of $230K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Geraci & Associates Inc Savings and Profit Sharing among the smaller filed plans by assets

Geraci & Associates Inc Savings and Profit Sharing vs every filed plan by assets

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

$836,594 23rd percentile higher than 23% 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

Geraci & Associates Inc Savings and Profit Sharing among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Geraci & Associates Inc Savings and Profit Sharing is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 391672140 · Geraci & Associates Inc PY 2022 · 401(k)

Geraci & Associates Inc Savings and Profit Sharing · $837K · 1 · 23rd

  • VS-ST $837K
  • BOY 1
  • SCH 23rd
  • EBSA 401(k)
  • PART near Lambert Health, Inc. 401(k) Plan
  • TYPE ind #848

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Geraci & Associates Inc Savings and Profit Sharing in the asset neighbourhood

Geraci & Associates Inc Savings and Profit SharingGeraci & Associates Inc Savi…$837KLambert Health, Inc. 401(k) PlanLambert Health, Inc. 401(k) …$837KJulian Innovative Renovations, Inc. 401(k) Profit Sharing PlanJulian Innovative Renovation…$837KRobert M Hermann 401(k) Profit Sharing Plan & TrustRobert M Hermann 401(k) Prof…$837KT Fetter Companies 401(k) PlanT Fetter Companies 401(k) Pl…$836K
End-of-year total assets ($M) among Geraci & Associates Inc Savings and Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Geraci & Associates Inc multi-year asset trail

Sponsor-wide plan assets over time

All Geraci & Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 49.77922385290834% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.84M $1.25M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 1 $837K
2023 1 1 $1M
2024 1 1 $1M

Geraci & Associates Inc filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$837K
Net Income-$230K
Employer EIN391672140
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Geraci & Associates Inc Savings and Profit Sharing vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Geraci & Associates Inc Savings and Profit Sharing, Total assets ($B): 0.000836594 · Participants: 1Geraci & Associates Inc Savings and Profit SharingJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Geraci & Associates Inc Savings and Profit Sharing vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Geraci & Associates Inc Savings and Profit Sharing side-by-side with 3 peers →

Geraci & Associates Inc Savings and Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lambert Health, Inc. 401(k) Plan in MO ($837K); by covered participants it is Steven a Root Enterprises, Inc. 401 K Plan in IA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Geraci & Associates Inc Savings and Profit Sharing assets move in 2022? ▼
Geraci & Associates Inc Savings and Profit Sharing declined sharply - down 21.5% during 2022, from $1M to $837K. Reported net income was -$230K.
How have Geraci & Associates Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geraci & Associates Inc's sponsor-wide assets grew 49.8%, from $837K to $1M.
Where does Geraci & Associates Inc Savings and Profit Sharing rank by assets among Form 5500 filers? ▼
Geraci & Associates Inc Savings and Profit Sharing ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Geraci & Associates Inc Savings and Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Lambert Health, Inc. 401(k) Plan in MO ($837K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Geraci & Associates Inc Savings and Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Steven a Root Enterprises, Inc. 401 K Plan in IA (1 participant, 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 391672140.

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.