401(k) · DOL Form 5500 · 2023

Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
54
Participants Small participant base
70th
Percentile by assets National rank
$318,689
Avg per participant High balance/head
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Official DOL plan name: Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan · Sponsored by Nason, Yeager, Gerson, Harris & Fumero, P.a. · Florida · Professional & Technical Services

$17M in assets, 54 participants

Nason, Yeager, Gerson, Harris & Fumero, P.a.'s Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan reported $17M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,086 in Professional & Technical Services (20,321 peers)

Nason, Yeager, Gerson, Harris & Fumero, P.a. multi-year trail

Nason, Yeager, Gerson, Harris & Fumero, P.a.'s plans moved +33.2% in assets from 2022 to 2024; this filing shows Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan at $17M / 54 participants.

#14,086
in Professional & Technical Services (20,321 peers)
+6.9%
assets growth YoY

Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan's outsized position by total assets

Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan vs every filed plan by assets

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

$17,209,189 Top 30% higher than 70% 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

Nason, Yeager, Gerson, Harris & Fumero, P.a. 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. Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan reported participants fell from 57 in the plan year 2022 filing to 54 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 591280063 · Nason, Yeager, Gerson, Harris & Fumero, P.a. PY 2023 · 401(k)

Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan · $17M · 54 · 70th

  • BOOK $17M
  • BOOK 54
  • BOOK 70th
  • BOOK 401(k)
  • BOOK near Atmosphere Group, Inc. Tax Deferred Plan
  • BOOK ind #14086

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 Professional & Technical Services retirement plans → · Plans in Florida →

Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan in the asset neighbourhood

Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) PlanNason, Yeager, Gerson, Harri…$17MAtmosphere Group, Inc. Tax Deferred PlanAtmosphere Group, Inc. Tax D…$17MSkidata, Inc. 401(k) Plan$17MMeetings & Incentives Worldwide, Inc. 401(k) P/S PlanMeetings & Incentives Worldw…$17MNew River Electrical Corporation Retirement Savings PlanNew River Electrical Corpora…$17M
End-of-year total assets ($M) among Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nason, Yeager, Gerson, Harris & Fumero, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Nason, Yeager, Gerson, Harris & Fumero, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 33.208627630341006% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.1M $21.4M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 57 $16M
2023 1 54 $17M
2024 1 64 $21M

Nason, Yeager, Gerson, Harris & Fumero, P.a. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN591280063
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan, Total assets ($B): 0.017209189 · Participants: 54Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan side-by-side with 3 peers →

Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Atmosphere Group, Inc. Tax Deferred Plan in MI ($17M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan assets move in 2023? ▼
Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan grew at a solid clip - up 6.9% during 2023, from $16M to $17M. Reported net income was $1M.
How have Nason, Yeager, Gerson, Harris & Fumero, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nason, Yeager, Gerson, Harris & Fumero, P.a.'s sponsor-wide assets grew 33.2%, from $16M to $21M.
Which 401(k) plans are similar in size to Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atmosphere Group, Inc. Tax Deferred Plan in MI ($17M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arco Publicidad Retirement Plan in PR (54 participants, $231K 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 591280063.

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.