401(k) · DOL Form 5500 · 2023

Garrett Consulting, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
32nd
Percentile by assets National rank
$458,121
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Garrett Consulting 401(k) Plan and Trust · Sponsored by Garrett Consulting, Inc. · Illinois · Finance & Insurance

$2M in assets, 5 participants

Garrett Consulting, Inc.'s Garrett Consulting 401(k) Plan and Trust reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,941 in Finance & Insurance (8,869 peers)

Garrett Consulting, Inc. multi-year trail

Garrett Consulting, Inc.'s plans moved -45.0% in assets from 2022 to 2024; this filing shows Garrett Consulting 401(k) Plan and Trust at $2M / 5 participants.

#1,941
in Finance & Insurance (8,869 peers)
+19.5%
assets growth YoY

Garrett Consulting 401(k) Plan and Trust among the smaller filed plans by assets

Garrett Consulting 401(k) Plan and Trust vs every filed plan by assets

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

$2,290,606 32nd percentile higher than 32% of 127,068 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 2023

Garrett Consulting 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Garrett Consulting 401(k) Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Garrett Consulting 401(k) Plan and Trust reported net income rose from -$294K in the plan year 2022 filing to $373K in the plan year 2023 filing.
  • Garrett Consulting 401(k) Plan and Trust reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Garrett Consulting 401(k) Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 474503912 · Garrett Consulting, Inc. PY 2023 · 401(k)

Garrett Consulting 401(k) Plan and Trust · $2M · 5 · 32nd

  • EOY $2M
  • EOY 5
  • EOY 32nd
  • EOY 401(k)
  • EOY near Vendome Properties, Inc 401(k) Plan
  • EOY ind #1941

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 Illinois →

Garrett Consulting 401(k) Plan and Trust in the asset neighbourhood

Garrett Consulting 401(k) Plan and TrustGarrett Consulting 401(k) Pl…$2MVendome Properties, Inc 401(k) PlanVendome Properties, Inc 401(…$2MTrails End Sales, Inc. 401(k) PlanTrails End Sales, Inc. 401(k…$2MCronos USA 401(k) Plan$2MNortheast Concepts, Inc. 401(k) PlanNortheast Concepts, Inc. 401…$2M
End-of-year total assets ($M) among Garrett Consulting 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Garrett Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Garrett Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.0117283435955% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $3.05M $1.68M ▼ -44.9%
Year Plans Participants Total Assets
2022 2 7 $3M
2023 2 9 $4M
2024 1 4 $2M

Garrett Consulting, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$373K
Employer EIN474503912
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Garrett Consulting 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Garrett Consulting 401(k) Plan and Trust, Total assets ($B): 0.002290606 · Participants: 5Garrett Consulting 401(k) Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Garrett Consulting 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Garrett Consulting 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Vendome Properties, Inc 401(k) Plan in FL ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

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 Garrett Consulting 401(k) Plan and Trust assets move in 2023?
Garrett Consulting 401(k) Plan and Trust grew sharply - up 19.5% during 2023, from $2M to $2M. Reported net income was $373K.
How have Garrett Consulting, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Garrett Consulting, Inc.'s sponsor-wide assets declined 45.0%, from $3M to $2M.
Which 401(k) plans are similar in size to Garrett Consulting 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Vendome Properties, Inc 401(k) Plan in FL ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Garrett Consulting 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).