401(k) · DOL Form 5500 · 2023
Gevurtz Menashe, P.C. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $305,092
- Avg per participant High balance/head
Official DOL plan name: Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Gevurtz Menashe, P.C. · Oregon · Professional & Technical Services
$14M in assets, 45 participants
Gevurtz Menashe, P.C.'s Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust reported $14M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #13,133 in Professional & Technical Services (20,321 peers)
2023 asset change
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust grew sharply 19.6% in 2023 ($11M → $14M) for 45 participants.
- #13,133
- in Professional & Technical Services (20,321 peers)
- +19.6%
- assets growth YoY
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,729,145 Top 35% higher than 65% 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
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust reported participants fell from 51 in the plan year 2022 filing to 45 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 930845338 · Gevurtz Menashe, P.C. PY 2023 · 401(k)
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust · $14M · 45 · 65th
- EIN $14M
- RANK 45
- PHOTO 65th
- IND 401(k)
- EOY near Leonard Bus Sales, Inc. Profit Sharing and 401(k) Plan
- 5500 ind #13133
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 Professional & Technical Services retirement plans → · Plans in Oregon →
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Gevurtz Menashe, P.C. years around the 2023 move
Sponsor-wide plan assets over time
All Gevurtz Menashe, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 9.415851390609905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $11M |
| 2023 | 1 | 45 | $14M |
| 2024 | 1 | 64 | $13M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 930845338 |
| Plan Effective Date | 1983-11-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Leonard Bus Sales, Inc. Profit Sharing and 401(k) Plan in NY ($14M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 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.