401(k) · DOL Form 5500 · 2023
Gardner-Fox Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $141,595
- Avg per participant Near avg balance/head
Official DOL plan name: Gardner-Fox Associates, Inc. 401(k) & Profit Sharing Plan · Sponsored by Gardner-Fox Associates, Inc. · Pennsylvania · Construction
$4M in assets, 29 participants
Gardner-Fox Associates, Inc.'s Gardner-Fox Associates, Inc. 401(k) & Profit Sharing Plan reported $4M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #3,486 in Construction (9,030 peers)
Gardner-Fox Associates, Inc. multi-year trail
Gardner-Fox Associates, Inc.'s plans moved -10.4% in assets from 2022 to 2024; this filing shows Gardner-Fox Associates, Inc. 401(k) & Profit Sharing Plan at $4M / 29 participants.
- #3,486
- in Construction (9,030 peers)
- -14.9%
- assets change YoY
The plan reported a net loss of $718K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gardner-Fox Associates, Inc. 401(k) & Profit Sharing Plan's mid-pack asset rank among Construction and all filers
Gardner-Fox Associates, Inc. 401(k) & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,106,257 41st percentile higher than 41% 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
Gardner-Fox Associates, Inc. 401(k) & Profit Sharing 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. Gardner-Fox Associates, Inc. 401(k) & Profit Sharing Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gardner-Fox Associates, Inc. 401(k) & Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to -$718K in the plan year 2023 filing.
- Gardner-Fox Associates, Inc. 401(k) & Profit Sharing Plan reported participants fell from 36 in the plan year 2022 filing to 29 in the plan year 2023 filing.
- Gardner-Fox Associates, Inc. 401(k) & Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 232464162 · Gardner-Fox Associates, Inc. PY 2023 · 401(k)
Gardner-Fox Associates, Inc. 401(k) & Profit Sharing Plan · $4M · 29 · 41st
- ASSETS $4M
- ASSETS 29
- ASSETS 41st
- ASSETS 401(k)
- ASSETS near Garland Eye Associates, P.a. 401(k) Plan
- ASSETS ind #3486
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 Construction retirement plans → · Plans in Pennsylvania →
Gardner-Fox Associates, Inc. 401(k) & Profit Sharing Plan in the asset neighbourhood
Gardner-Fox Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Gardner-Fox Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 10.398768389889918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $5M |
| 2023 | 1 | 29 | $4M |
| 2024 | 1 | 30 | $4M |
Gardner-Fox Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$718K |
| Employer EIN | 232464162 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Gardner-Fox Associates, Inc. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Garland Eye Associates, P.a. 401(k) Plan in TX ($4M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 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.