401(k) · DOL Form 5500 · 2022

Gelfand, Rennert & Feldman, LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
639
Participants Below avg headcount
90th
Percentile by assets National rank
$99,673
Avg per participant Below avg balance/head
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Official DOL plan name: Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan · Sponsored by Gelfand, Rennert & Feldman, LLC · California · Professional & Technical Services

$64M in assets, 639 participants

Gelfand, Rennert & Feldman, LLC's Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan reported $64M in total assets and 639 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,621 in Professional & Technical Services (21,562 peers)

Where Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan sits by assets

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $64M for 639 participants (~$99,673/participant), down 12.8% in 2022.

#19,621
in Professional & Technical Services (21,562 peers)
-12.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan's outsized position by total assets

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan vs every filed plan by assets

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

$63,690,944 Top 10% higher than 90% 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

Gelfand, Rennert & Feldman 401(k) Profit Sharing 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. Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan sits mid-pack in the medium band (639 participants).

Published 5500 schedule card

Filing strip 815179315 · Gelfand, Rennert & Feldman, LLC PY 2022 · 401(k)

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan · $64M · 639 · 90th

  • NET $64M
  • BOOK 639
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Dolese Bros. Co. 401(k) Employees Savings Incentive Plan
  • EBSA ind #19621

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 California →

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan in the asset neighbourhood

The Carlstar Group LLC 401(k) PlanThe Carlstar Group LLC 401(k…$64MGelfand, Rennert & Feldman 401(k) Profit Sharing PlanGelfand, Rennert & Feldman 4…$64MDolese Bros. Co. 401(k) Employees Savings Incentive PlanDolese Bros. Co. 401(k) Empl…$64MMichigan Healthcare Professionals, P.C. 401(k) Plan and TrustMichigan Healthcare Professi…$64MRadio Systems Corporation Retirement Savings PlanRadio Systems Corporation Re…$64M
End-of-year total assets ($M) among Gelfand, Rennert & Feldman 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)$73M
Net Assets (End of Year)$64M
Net Income-$9M
Employer EIN815179315
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gelfand, Rennert & Feldman, LLC)

Sponsor-wide plan assets over time

All Gelfand, Rennert & Feldman, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$105M 42.06794905845834% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74.2M $105M ▲ +42.1%
Year Plans Participants Total Assets
2022 2 928 $74M
2023 2 907 $91M
2024 2 994 $105M

Nearby 401(k) Plans in California

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

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan, Total assets ($B): 0.063690944 · Participants: 639Gelfand, Rennert & Feldman 401(k) Profit Sharing 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
Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dolese Bros. Co. 401(k) Employees Savings Incentive Plan in OK ($64M); by covered participants it is The Bancorp, Inc. 401(k) Plan in DE (639 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (639 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 Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan assets move in 2022? ▼
Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan pulled back noticeably - down 12.8% during 2022, from $73M to $64M. Reported net income was -$9M.
How have Gelfand, Rennert & Feldman, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gelfand, Rennert & Feldman, LLC's sponsor-wide assets grew 42.1%, from $74M to $105M.
Where does Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan ranks in the 90th 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 Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dolese Bros. Co. 401(k) Employees Savings Incentive Plan in OK ($64M, 975 participants).
Which 401(k) plans cover a similar participant headcount to Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bancorp, Inc. 401(k) Plan in DE (639 participants, $71M 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 815179315.

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.