401(k) · DOL Form 5500 · 2022

Gerald Metals LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
65
Participants Small participant base
83rd
Percentile by assets National rank
$451,757
Avg per participant High balance/head
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Official DOL plan name: Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan · Sponsored by Gerald Metals LLC · Connecticut · Finance & Insurance

$29M in assets, 65 participants

Gerald Metals LLC's Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan reported $29M in total assets and 65 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.

  • #6,658 in Finance & Insurance (9,261 peers)

Where Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan sits by assets

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $29M for 65 participants (~$451,757/participant), down 25.0% in 2022.

#6,658
in Finance & Insurance (9,261 peers)
-25.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan's outsized position by total assets

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,364,222 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

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan is a small filing (65 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 131961269 · Gerald Metals LLC PY 2022 · 401(k)

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan · $29M · 65 · 83rd

  • RANK $29M
  • PHOTO 65
  • IND 83rd
  • EOY 401(k)
  • 5500 near Nts 401(k) Plan
  • ASSETS ind #6658

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 Connecticut →

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan in the asset neighbourhood

National Convenience Distributors 401(k) Retirement PlanNational Convenience Distrib…$29MGerald Metals LLC & Subsidiaries 401(k) Profit Sharing PlanGerald Metals LLC & Subsidia…$29MNts 401(k) Plan$29MExport Packaging Co., Inc. Retirement Savings PlanExport Packaging Co., Inc. R…$29MPadi Savings and Investment PlanPadi Savings and Investment …$29M
End-of-year total assets ($M) among Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$29M
Net Income-$10M
Employer EIN131961269
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gerald Metals LLC)

Sponsor-wide plan assets over time

All Gerald Metals LLC plans reported in each filing year

Latest sponsor-wide plan assets
$42M 41.54927380674346% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.4M $41.6M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 65 $29M
2023 1 74 $34M
2024 1 77 $42M

Nearby 401(k) Plans in Connecticut

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

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan, Total assets ($B): 0.029364222 · Participants: 65Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Nts 401(k) Plan in TX ($29M); by covered participants it is Lwbj, LLP 401(k) Plan in IA (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan assets move in 2022? ▼
Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan declined sharply - down 25.0% during 2022, from $39M to $29M. Reported net income was -$10M.
How have Gerald Metals LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerald Metals LLC's sponsor-wide assets grew 41.5%, from $29M to $42M.
Where does Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan 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 Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nts 401(k) Plan in TX ($29M, 786 participants).
Which 401(k) plans cover a similar participant headcount to Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lwbj, LLP 401(k) Plan in IA (65 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 131961269.

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.