401(k) · DOL Form 5500 · 2023

Gervais, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 81
Participants Small participant base: 35th
Percentile by assets National rank: $36,205
Avg per participant Low balance/head

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Official DOL plan name: Gervais 401(k) Plan · Sponsored by Gervais, Inc. · Massachusetts · Retail Trade

$3M in assets, 81 participants

Gervais, Inc.'s Gervais 401(k) Plan reported $3M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

#3,948 in Retail Trade (8,414 peers)

Gervais, Inc. multi-year trail

Gervais, Inc.'s plans moved +27.9% in assets from 2022 to 2023; this filing shows Gervais 401(k) Plan at $3M / 81 participants.

#3,948
in Retail Trade (8,414 peers): +27.9%
assets growth YoY

Gervais 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Gervais 401(k) Plan vs every filed plan by assets

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

$2,932,579 35th percentile higher than 35% 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

Gervais 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gervais 401(k) Plan is a small filing (81 participants) on this national headcount ladder.

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%)

Gervais 401(k) Plan reported net income rose from -$746K in the plan year 2022 filing to $639K in the plan year 2023 filing.
Gervais 401(k) Plan reported participants rose from 44 in the plan year 2022 filing to 81 in the plan year 2023 filing.
Gervais 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042282273 · Gervais, Inc. PY 2023 · 401(k)

Gervais 401(k) Plan · $3M · 81 · 35th

VS-ST $3M
BOY 81
SCH 35th
EBSA 401(k)
PART near Central Alabama Gastroenterology, P.C. 401(k) Psp
TYPE ind #3948

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 Massachusetts →

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

Gervais, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 27.87505079980256% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	44	$2M
2023	1	81	$3M

Gervais, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$639K
Employer EIN	042282273
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Gervais 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Gervais 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Central Alabama Gastroenterology, P.C. 401(k) Psp in AL ($3M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Central Alabama Gastroenterology, P.C. 401(k) Psp (AL) $3M · 8
Light Brite Distributing, Inc. 401(k) Profit Sharing Plan (IL) $3M · 38
J & W Walker Farms, Inc. 401(k) Plan (OR) $3M · 117
Land & Commercial, Inc. 401(k) Profit Sharing Plan & Trust (MD) $3M · 3

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.

Vaughn Electric Company,Inc. 401(k) Plan (TN) 81 · 0 off
Caribbean Marketing Reps Retirement Plan (PR) 81 · 0 off
Cc Properties Investments, LLC 401(k) Plan (AZ) 81 · 0 off
Filmtools Inc. (CA) 81 · 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 Gervais 401(k) Plan assets move in 2023? ▼

Gervais 401(k) Plan grew sharply - up 27.9% during 2023, from $2M to $3M. Reported net income was $639K.

How have Gervais, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Gervais, Inc.'s sponsor-wide assets grew 27.9%, from $2M to $3M.

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

Among 401(k) plans in other states, the closest by assets is Central Alabama Gastroenterology, P.C. 401(k) Psp in AL ($3M, 8 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 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 042282273.