401(k) · DOL Form 5500 · 2022

Gervais, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
44
Participants Small participant base
36th
Percentile by assets National rank
$52,121
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

$2M in assets, 44 participants

Gervais, Inc.'s Gervais 401(k) Plan reported $2M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,322 in Retail Trade (9,519 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 $2M / 44 participants.

#4,322
in Retail Trade (9,519 peers)
-24.5%
assets change YoY

The plan reported a net loss of $746K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2022 · DOL Form 5500

$2,293,316 36th percentile higher than 36% of 139,123 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 2022

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

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gervais 401(k) Plan is a small filing (44 participants) on this national headcount ladder.

DOL schedule card

Filing strip 042282273 · Gervais, Inc. PY 2022 · 401(k)

Gervais 401(k) Plan · $2M · 44 · 36th

  • PHOTO $2M
  • PHOTO 44
  • PHOTO 36th
  • PHOTO 401(k)
  • PHOTO near Andersen Bjornstad Kane Jacobs, Inc. 401(k) Retirement Plan
  • PHOTO ind #4322

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 →

Gervais 401(k) Plan in the asset neighbourhood

Gervais 401(k) Plan$2MAndersen Bjornstad Kane Jacobs, Inc. 401(k) Retirement PlanAndersen Bjornstad Kane Jaco…$2MRitchie Trucking Service Holdings, Inc. 401 (K) PlanRitchie Trucking Service Hol…$2MTreasure Coast Lexus Treasure Coast Toyota 401(k) PlanTreasure Coast Lexus Treasur…$2MTellus Equipment Solutions, LLC 401(k) PlanTellus Equipment Solutions, …$2M
End-of-year total assets ($M) among Gervais 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Gervais, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gervais, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.87505079980256% vs 2022
2023 filing year
$2.2M$2.4M$2.6M$2.8M$3M 20222023 $2.29M $2.93M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 44 $2M
2023 1 81 $3M

Gervais, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$746K
Employer EIN042282273
Plan Effective Date1996-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Gervais 401(k) Plan, Total assets ($B): 0.002293316 · Participants: 44Gervais 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Gervais 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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

Outside Massachusetts, the nearest 401(k) by assets is Andersen Bjornstad Kane Jacobs, Inc. 401(k) Retirement Plan in WA ($2M); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022?
Gervais 401(k) Plan declined sharply - down 24.5% during 2022, from $3M to $2M. Reported net income was -$746K.
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 Andersen Bjornstad Kane Jacobs, Inc. 401(k) Retirement Plan in WA ($2M, 6 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 Bay Corporation Profit Sharing Plan & Trust in OH (44 participants, $10M in assets).