401(k) · DOL Form 5500 · 2022

Gemini Trust Company, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
561
Participants Below avg headcount
82nd
Percentile by assets National rank
$49,978
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Gemini Trust Company, LLC 401(k) Plan · Sponsored by Gemini Trust Company, LLC · New York · Finance & Insurance

$28M in assets, 561 participants

Gemini Trust Company, LLC's Gemini Trust Company, LLC 401(k) Plan reported $28M in total assets and 561 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,562 in Finance & Insurance (9,261 peers)

Where Gemini Trust Company, LLC 401(k) Plan sits by assets

Gemini Trust Company, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 561 participants (~$49,978/participant), up 34.7% in 2022.

#6,562
in Finance & Insurance (9,261 peers)
+34.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gemini Trust Company, LLC 401(k) Plan's outsized position by total assets

Gemini Trust Company, LLC 401(k) Plan vs every filed plan by assets

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

$28,037,488 Top 18% higher than 82% 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

Gemini Trust 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. Gemini Trust Company, LLC 401(k) Plan sits mid-pack in the medium band (561 participants).

EBSA filing schedule strip

Filing strip 475153145 · Gemini Trust Company, LLC PY 2022 · 401(k)

Gemini Trust Company, LLC 401(k) Plan · $28M · 561 · 82nd

  • PCT $28M
  • PCT 561
  • PCT 82nd
  • PCT 401(k)
  • PCT near Genevive Retirement Plan
  • PCT ind #6562

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 New York →

Gemini Trust Company, LLC 401(k) Plan in the asset neighbourhood

Gemini Trust Company, LLC 401(k) PlanGemini Trust Company, LLC 40…$28MGenevive Retirement Plan$28MVentra Health Retirement Plan$28MCape Air/Nantucket Airlines Ksop Retirement PlanCape Air/Nantucket Airlines …$28MVan Eerden Savings and Retirement PlanVan Eerden Savings and Retir…$28M
End-of-year total assets ($M) among Gemini Trust Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$28M
Net Income$7M
Employer EIN475153145
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Gemini Trust 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 ($B) Participants Gemini Trust Company, LLC 401(k) Plan, Total assets ($B): 0.028037488 · Participants: 561Gemini Trust 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
Gemini Trust Company, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Gemini Trust Company, LLC 401(k) Plan side-by-side with 3 peers →

Gemini Trust 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 Genevive Retirement Plan in MN ($28M); by covered participants it is The Contractors Retirement Plan in PA (561 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (561 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 Gemini Trust Company, LLC 401(k) Plan assets move in 2022? ▼
Gemini Trust Company, LLC 401(k) Plan surged - up 34.7% during 2022, from $21M to $28M. Reported net income was $7M.
Where does Gemini Trust Company, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Gemini Trust Company, LLC 401(k) Plan ranks in the 82nd 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 Gemini Trust Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Genevive Retirement Plan in MN ($28M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Gemini Trust Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in PA (561 participants, $7M 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 475153145.

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.