401(k) · DOL Form 5500 · 2023

G5020 Inc 401(k) Plan

Data updated 2026-08-25

$120K
Total assets Small plan by assets: 2
Participants Small participant base: 7th
Percentile by assets National rank: $60,152
Avg per participant Low balance/head

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Official DOL plan name: G5020 Retirement Plan · Sponsored by G5020 Inc · Colorado · Real Estate

$120K in assets, 2 participants

G5020 Inc's G5020 Retirement Plan reported $120K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

#493 in Real Estate (4,727 peers)

G5020 Inc multi-year trail

G5020 Inc's plans moved -45.7% in assets from 2022 to 2024; this filing shows G5020 Retirement Plan at $120K / 2 participants.

#493
in Real Estate (4,727 peers): -66.3%
assets change YoY

The plan reported a net loss of $237K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

G5020 Retirement Plan among the smaller filed plans by assets

G5020 Retirement Plan vs every filed plan by assets

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

$120,303 7th percentile higher than 7% 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

G5020 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. G5020 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%)

G5020 Retirement Plan reported net income fell from -$140K in the plan year 2022 filing to -$237K in the plan year 2023 filing.
G5020 Retirement Plan end-of-year assets fell from $357K in the plan year 2022 filing to $120K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 811171171 · G5020 Inc PY 2023 · 401(k)

G5020 Retirement Plan · $120K · 2 · 7th

SCH $120K
SCH 2
SCH 7th
SCH 401(k)
SCH near Trusted Concepts Retirement Plan
SCH ind #493

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 Colorado →

End-of-year total assets ($M) among G5020 Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

G5020 Inc multi-year asset trail

Latest sponsor-wide plan assets: $194K 45.685025952623846% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$357K
2023	1	2	$120K
2024	1	2	$194K

G5020 Inc filing trail (2023)

Total Assets (Beginning of Year)	$357K
Net Assets (End of Year)	$120K
Net Income	-$237K
Employer EIN	811171171
Plan Effective Date	2016-01-22
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Colorado

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

G5020 Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.3B · 57,711
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
Woodward Retirement Savings Plan $1.8B · 5,847
Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491

Compare G5020 Retirement Plan side-by-side with 3 peers →

G5020 Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Trusted Concepts Retirement Plan in TX ($120K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($120K here).

Trusted Concepts Retirement Plan (TX) $120K · 2
Atlanta Drone Retirement Plan (GA) $120K · 1
Harrolle Holdings Inc. 401(k) Plan (FL) $120K · N/A
Sweat Dreamz, Inc. 401(k) Plan (AZ) $120K · N/A

Similar participant headcount

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

Napa Bound Retirement Plan (FL) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
Dakota Slp of Sw Florida, Inc. 401(k) Profit Sharing Plan (FL) 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 G5020 Retirement Plan assets move in 2023? ▼

G5020 Retirement Plan contracted severely - down 66.3% during 2023, from $357K to $120K. Reported net income was -$237K.

How have G5020 Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), G5020 Inc's sponsor-wide assets declined 45.7%, from $357K to $194K.

Where does G5020 Retirement Plan rank by assets among Form 5500 filers? ▼

G5020 Retirement Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to G5020 Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Trusted Concepts Retirement Plan in TX ($120K, 2 participants).

Which 401(k) plans cover a similar participant headcount to G5020 Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 811171171.