401(k) · DOL Form 5500 · 2023

Guzek Asset Management, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
42nd
Percentile by assets National rank
$746,206
Avg per participant High balance/head
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Official DOL plan name: Guzek Asset Management 401(k)Plan · Sponsored by Guzek Asset Management, Inc. · Minnesota · Finance & Insurance

$4M in assets, 6 participants

Guzek Asset Management, Inc.'s Guzek Asset Management 401(k)Plan reported $4M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,630 in Finance & Insurance (8,869 peers)

Guzek Asset Management, Inc. multi-year trail

Guzek Asset Management, Inc.'s plans moved +43.6% in assets from 2022 to 2024; this filing shows Guzek Asset Management 401(k)Plan at $4M / 6 participants.

#2,630
in Finance & Insurance (8,869 peers)
+19.3%
assets growth YoY

Guzek Asset Management 401(k)Plan's mid-pack asset rank among Finance & Insurance and all filers

Guzek Asset Management 401(k)Plan vs every filed plan by assets

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

$4,477,234 42nd percentile higher than 42% of 127,068 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 2023

Guzek Asset Management 401(k)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. Guzek Asset Management 401(k)Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Guzek Asset Management 401(k)Plan reported net income rose from -$294K in the plan year 2022 filing to $723K in the plan year 2023 filing.
  • Guzek Asset Management 401(k)Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Guzek Asset Management 401(k)Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260025032 · Guzek Asset Management, Inc. PY 2023 · 401(k)

Guzek Asset Management 401(k)Plan · $4M · 6 · 42nd

  • VS-ST $4M
  • BOY 6
  • SCH 42nd
  • EBSA 401(k)
  • PART near Golden Krust Caribbean Bakery 401(k) Plan
  • TYPE ind #2630

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 Minnesota →

Guzek Asset Management 401(k)Plan in the asset neighbourhood

Guzek Asset Management 401(k)PlanGuzek Asset Management 401(k…$4MGolden Krust Caribbean Bakery 401(k) PlanGolden Krust Caribbean Baker…$4MPrivate Client Resources, LLC 401(k) Retirement PlanPrivate Client Resources, LL…$4MChief 401(k)$4MOscar Gruss & Son Incorporated 401(k) PlanOscar Gruss & Son Incorporat…$4M
End-of-year total assets ($M) among Guzek Asset Management 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Guzek Asset Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Guzek Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 43.64720836114575% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.75M $5.39M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 6 $4M
2024 1 6 $5M

Guzek Asset Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$723K
Employer EIN260025032
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Guzek Asset Management 401(k)Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Guzek Asset Management 401(k)Plan, Total assets ($B): 0.004477234 · Participants: 6Guzek Asset Management 401(k)PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Guzek Asset Management 401(k)Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Guzek Asset Management 401(k)Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Golden Krust Caribbean Bakery 401(k) Plan in NY ($4M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 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 (6 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.

Frequently Asked Questions

How did Guzek Asset Management 401(k)Plan assets move in 2023? ▼
Guzek Asset Management 401(k)Plan grew sharply - up 19.3% during 2023, from $4M to $4M. Reported net income was $723K.
How have Guzek Asset Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Guzek Asset Management, Inc.'s sponsor-wide assets grew 43.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Guzek Asset Management 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Krust Caribbean Bakery 401(k) Plan in NY ($4M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Guzek Asset Management 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 260025032.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.