401(k) · DOL Form 5500 · 2023

L.H. Gault & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 245
Participants Below avg headcount: 69th
Percentile by assets National rank: $68,368
Avg per participant Below avg balance/head

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Official DOL plan name: Gault Energy Retirement Plan · Sponsored by L.H. Gault & Son, Inc. · Connecticut · Retail Trade

$17M in assets, 245 participants

L.H. Gault & Son, Inc.'s Gault Energy Retirement Plan reported $17M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#6,737 in Retail Trade (8,414 peers)

Coverage in Connecticut

Gault Energy Retirement Plan covers 245 participants in Connecticut, about 34% of the average Connecticut filer (state average ~718 per filing). Assets: $17M.

#6,737
in Retail Trade (8,414 peers): +34.9%
assets growth YoY

Gault Energy Retirement Plan's outsized position by total assets

Gault Energy Retirement Plan vs every filed plan by assets

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

$16,750,049 Top 31% higher than 69% 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

Gault Energy Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gault Energy Retirement Plan sits mid-pack in the medium band (245 participants).

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%)

Gault Energy Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Gault Energy Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Gault Energy Retirement Plan reported participants rose from 215 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060358860 · L.H. Gault & Son, Inc. PY 2023 · 401(k)

Gault Energy Retirement Plan · $17M · 245 · 69th

EOY $17M
EOY 245
EOY 69th
EOY 401(k)
EOY near O'rourke Bros., Inc. 401(k) Profit Sharing Plan
EOY ind #6737

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 Retail Trade retirement plans → · Plans in Connecticut →

End-of-year total assets ($M) among Gault Energy Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$17M
Net Income	$3M
Employer EIN	060358860
Plan Effective Date	1963-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (L.H. Gault & Son, Inc.)

Latest sponsor-wide plan assets: $17M 39.382441827953244% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	215	$12M
2023	1	245	$17M
2024	1	238	$17M

Nearby 401(k) Plans in Connecticut

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

Gault Energy Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Gault Energy Retirement Plan side-by-side with 3 peers →

Gault Energy Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is O'rourke Bros., Inc. 401(k) Profit Sharing Plan in IA ($17M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

O'rourke Bros., Inc. 401(k) Profit Sharing Plan (IA) $17M · 88
Banyan Air Services, Inc. 401(k) Plan (FL) $17M · 182
Rhythm Pharmaceuticals Inc. 401(k) Plan (MA) $17M · 140
Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust (IL) $17M · 300

Similar participant headcount

Nearest other-state filings by covered participants (245 participants); asset peers above are excluded.

Win It America Inc 401(k) Plan (CA) 245 · 0 off
United World Mission 401(k) Retirement Plan Plan Plan (NC) 245 · 0 off
Electronic Vision Systems Retirement Plan (NJ) 245 · 0 off
1st Financial Bank USA Profit Sharing Plan & Trust (SD) 245 · 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 Gault Energy Retirement Plan assets move in 2023? ▼

Gault Energy Retirement Plan surged - up 34.9% during 2023, from $12M to $17M. Reported net income was $3M.

How have L.H. Gault & Son, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), L.H. Gault & Son, Inc.'s sponsor-wide assets grew 39.4%, from $12M to $17M.

Which 401(k) plans are similar in size to Gault Energy Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is O'rourke Bros., Inc. 401(k) Profit Sharing Plan in IA ($17M, 88 participants).

Which 401(k) plans cover a similar participant headcount to Gault Energy Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K 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 060358860.