401(k) · DOL Form 5500 · 2023
Gilbert Global Equity Capital, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $6.5M
- Avg per participant High balance/head
Official DOL plan name: Gilbert Global Equity Capital, LLC Profit Sharing Plan · Sponsored by Gilbert Global Equity Capital, LLC · New York · Finance & Insurance
$7M in assets, 1 participants
Gilbert Global Equity Capital, LLC's Gilbert Global Equity Capital, LLC Profit Sharing Plan reported $7M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #3,141 in Finance & Insurance (8,869 peers)
2023 asset change
Gilbert Global Equity Capital, LLC Profit Sharing Plan grew at a solid clip 8.6% in 2023 ($6M → $7M) for 1 participant.
- #3,141
- in Finance & Insurance (8,869 peers)
- +8.6%
- assets growth YoY
Gilbert Global Equity Capital, LLC Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Gilbert Global Equity Capital, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,538,591 Top 50% higher than 50% 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
Gilbert Global Equity Capital, LLC Profit Sharing 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. Gilbert Global Equity Capital, LLC Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gilbert Global Equity Capital, LLC Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $515K in the plan year 2023 filing.
- Gilbert Global Equity Capital, LLC Profit Sharing Plan reported participants fell from 3 in the plan year 2022 filing to 1 in the plan year 2023 filing.
- Gilbert Global Equity Capital, LLC Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
DOL schedule card
Filing strip 133864907 · Gilbert Global Equity Capital, LLC PY 2023 · 401(k)
Gilbert Global Equity Capital, LLC Profit Sharing Plan · $7M · 1 · 50th
- VS-ST $7M
- VS-ST 1
- VS-ST 50th
- VS-ST 401(k)
- VS-ST near Lcarc 401(k) Plan
- VS-ST ind #3141
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 New York →
Gilbert Global Equity Capital, LLC Profit Sharing Plan in the asset neighbourhood
Gilbert Global Equity Capital, LLC years around the 2023 move
Sponsor-wide plan assets over time
All Gilbert Global Equity Capital, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 5.913152303231121% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $6M |
| 2023 | 1 | 1 | $7M |
| 2024 | 1 | 1 | $6M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $515K |
| Employer EIN | 133864907 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Gilbert Global Equity Capital, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Lcarc 401(k) Plan in PA ($7M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Lcarc 401(k) Plan (PA) $7M · 78
- Stan Houston Equipment Company, Inc. 401(k) Plan (SD) $7M · 136
- Asu Group Profit Sharing 401(k) Plan (MI) $7M · 31
- Hamway & Stroster, P.C. 401(k) Plan (MI) $7M · 16
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.