Profit Sharing · DOL Form 5500 · 2023

Geier & Geier Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 2
Participants Small participant base: 48th
Percentile by assets National rank: $3.0M
Avg per participant High balance/head

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Official DOL plan name: Geier & Geier Inc. Retirement Plan · Sponsored by Geier & Geier Inc. · Iowa · Real Estate

$6M in assets, 2 participants

Geier & Geier Inc.'s Geier & Geier Inc. Retirement Plan reported $6M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

#3,176 in Real Estate (4,727 peers)

Geier & Geier Inc. multi-year trail

Geier & Geier Inc.'s plans moved +17.6% in assets from 2022 to 2024; this filing shows Geier & Geier Inc. Retirement Plan at $6M / 2 participants.

#3,176
in Real Estate (4,727 peers): +16.7%
assets growth YoY

Geier & Geier Inc. Retirement Plan's mid-pack asset rank among Real Estate and all filers

Geier & Geier Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,945,137 48th percentile higher than 48% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Geier & Geier Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Geier & Geier Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Geier & Geier Inc. Retirement Plan reported net income rose from $100K in the plan year 2022 filing to $849K in the plan year 2023 filing.
Geier & Geier Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 832814651 · Geier & Geier Inc. PY 2023 · Profit Sharing

Geier & Geier Inc. Retirement Plan · $6M · 2 · 48th

EBSA $6M
PART 2
TYPE 48th
NET Profit Sharing
BOOK near Mr Chester R Burkett Basic
VS-ST ind #3176

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 Real Estate retirement plans → · Plans in Iowa →

End-of-year total assets ($M) among Geier & Geier Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Geier & Geier Inc. multi-year asset trail

Latest sponsor-wide plan assets: $6M 17.645356201703038% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$5M
2023	1	2	$6M
2024	1	2	$6M

Geier & Geier Inc. filing trail (2023)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$849K
Employer EIN	832814651
Plan Effective Date	2019-01-03
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Iowa

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Geier & Geier Inc. Retirement Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants

Medtec LLC 401(k) Retirement Plan $26M · 144
Liberty Pattern Company Profit Sharing Plan $23M · 13
Newton Clinic, P.C. Profit Sharing Plan $18M · 42
Palmer Lutheran Health Center, Inc. 403(b) Plan $18M · 214
Ts Banking Group Savings Plan $17M · 247

Compare Geier & Geier Inc. Retirement Plan side-by-side with 3 peers →

Geier & Geier Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Mr Chester R Burkett Basic in IN ($6M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Mr Chester R Burkett Basic (IN) $6M · 6
The Santa Barbara Neighborhood Clinics 403(b) Plan (CA) $6M · 164
Miklos Foot and Ankle Specialists, P. C. Employees Profit Sharing Plan (IL) $6M · 7
Starnet Emergency Services Employees' Retirement and Savings Plan (NY) $6M · 163

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Kramatron Precision Inc - Profit Sharing Plan (NJ) 2 · 0 off
Group H Capital Corporation Profit Sharing Trust (VA) 2 · 0 off
Sechalf Holdings, Inc. Retirement Plan (TX) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Geier & Geier Inc. Retirement Plan assets move in 2023? ▼

Geier & Geier Inc. Retirement Plan grew sharply - up 16.7% during 2023, from $5M to $6M. Reported net income was $849K.

How have Geier & Geier Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Geier & Geier Inc.'s sponsor-wide assets grew 17.6%, from $5M to $6M.

Which Profit Sharing plans are similar in size to Geier & Geier Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Mr Chester R Burkett Basic in IN ($6M, 6 participants).

Which Profit Sharing plans cover a similar participant headcount to Geier & Geier Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832814651.