401(k) · DOL Form 5500 · 2022

Gemini Financial Services Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
131
Participants Small participant base
50th
Percentile by assets National rank
$37,052
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gemini Financial Services Corp. 401(k) Plan · Sponsored by Gemini Financial Services Corporation · Florida · Finance & Insurance

$5M in assets, 131 participants

Gemini Financial Services Corporation's Gemini Financial Services Corp. 401(k) Plan reported $5M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,217 in Finance & Insurance (9,261 peers)

Coverage in Florida

Gemini Financial Services Corp. 401(k) Plan covers 131 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#3,217
in Finance & Insurance (9,261 peers)
-20.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gemini Financial Services Corp. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Gemini Financial Services Corp. 401(k) Plan vs every filed plan by assets

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

$4,853,767 Top 50% higher than 50% 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 Financial Services Corp. 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 Financial Services Corp. 401(k) Plan sits mid-pack in the medium band (131 participants).

EBSA filing schedule strip

Filing strip 208959760 · Gemini Financial Services Corporation PY 2022 · 401(k)

Gemini Financial Services Corp. 401(k) Plan · $5M · 131 · 50th

  • IND $5M
  • EOY 131
  • 5500 50th
  • ASSETS 401(k)
  • PCT near Tsai & Tang Prof. Dental Corp. 401(k) Profit Sharing Plan
  • EIN ind #3217

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 Florida →

Gemini Financial Services Corp. 401(k) Plan in the asset neighbourhood

Gemini Financial Services Corp. 401(k) PlanGemini Financial Services Co…$5MTsai & Tang Prof. Dental Corp. 401(k) Profit Sharing PlanTsai & Tang Prof. Dental Cor…$5MHeritage Aviation, Inc.401(k) Retirement PlanHeritage Aviation, Inc.401(k…$5MTiaa-Cref Retirement Plan for Faculty/Administration - HighlandsTiaa-Cref Retirement Plan fo…$5MEmergency 24, Inc Retirement Savings PlanEmergency 24, Inc Retirement…$5M
End-of-year total assets ($M) among Gemini Financial Services Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN208959760
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gemini Financial Services Corporation)

Sponsor-wide plan assets over time

All Gemini Financial Services Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 27.312744925745303% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.85M $6.18M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 131 $5M
2023 1 135 $5M
2024 1 120 $6M

Nearby 401(k) Plans in Florida

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

Gemini Financial Services Corp. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Gemini Financial Services Corp. 401(k) Plan, Total assets ($B): 0.004853767 · Participants: 131Gemini Financial Services Corp. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Gemini Financial Services Corp. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Gemini Financial Services Corp. 401(k) Plan side-by-side with 3 peers →

Gemini Financial Services Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Tsai & Tang Prof. Dental Corp. 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Financial Services Corp. 401(k) Plan assets move in 2022? ▼
Gemini Financial Services Corp. 401(k) Plan declined sharply - down 20.4% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Gemini Financial Services Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gemini Financial Services Corporation's sponsor-wide assets grew 27.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Gemini Financial Services Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tsai & Tang Prof. Dental Corp. 401(k) Profit Sharing Plan in CA ($5M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Gemini Financial Services Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M 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 208959760.

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.