401(k) · DOL Form 5500 · 2023

Geller & Company LLC 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
290
Participants Below avg headcount
92nd
Percentile by assets National rank
$358,573
Avg per participant High balance/head
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Official DOL plan name: Geller & Company LLC 401(k) Plan · Sponsored by Geller & Company LLC · New York · Professional & Technical Services

$104M in assets, 290 participants

Geller & Company LLC's Geller & Company LLC 401(k) Plan reported $104M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,834 in Professional & Technical Services (20,321 peers)

Coverage in New York

Geller & Company LLC 401(k) Plan covers 290 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $104M.

#18,834
in Professional & Technical Services (20,321 peers)
+10.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Geller & Company LLC 401(k) Plan's outsized position by total assets

Geller & Company LLC 401(k) Plan vs every filed plan by assets

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

$103,986,304 Top 8% higher than 92% 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

Geller & Company LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Geller & Company LLC 401(k) Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Geller & Company LLC 401(k) Plan reported net income rose from -$26M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Geller & Company LLC 401(k) Plan end-of-year assets rose from $94M in the plan year 2022 filing to $104M in the plan year 2023 filing.
  • Geller & Company LLC 401(k) Plan reported participants fell from 321 in the plan year 2022 filing to 290 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 134149326 · Geller & Company LLC PY 2023 · 401(k)

Geller & Company LLC 401(k) Plan · $104M · 290 · 92nd

  • PCT $104M
  • EIN 290
  • RANK 92nd
  • PHOTO 401(k)
  • IND near Foundever Operating Corporation 401(k) Plan
  • EOY ind #18834

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 New York →

Geller & Company LLC 401(k) Plan in the asset neighbourhood

Geller & Company LLC 401(k) PlanGeller & Company LLC 401(k) …$104MFoundever Operating Corporation 401(k) PlanFoundever Operating Corporat…$104MLive Oak Banking Company 401(k) PlanLive Oak Banking Company 401…$104MXanterra Parks & Resorts, Inc. Employee Savings PlanXanterra Parks & Resorts, In…$104MLifeline Medical Associates, LLC Cash or Deferred Profit Sharing PlanLifeline Medical Associates,…$104M
End-of-year total assets ($M) among Geller & Company LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$104M
Net Income$10M
Employer EIN134149326
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Geller & Company LLC)

Sponsor-wide plan assets over time

All Geller & Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$113M 19.629778709460062% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $94.2M $113M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 321 $94M
2023 1 290 $104M
2024 1 300 $113M

Nearby 401(k) Plans in New York

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

Geller & Company LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Geller & Company LLC 401(k) Plan, Total assets ($B): 0.103986304 · Participants: 290Geller & Company LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Geller & Company LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Geller & Company LLC 401(k) Plan side-by-side with 3 peers →

Geller & Company LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Foundever Operating Corporation 401(k) Plan in TN ($104M); by covered participants it is Tireman/World Tire 401(k) Plan in OH (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Geller & Company LLC 401(k) Plan assets move in 2023? ▼
Geller & Company LLC 401(k) Plan grew at a solid clip - up 10.4% during 2023, from $94M to $104M. Reported net income was $10M.
How have Geller & Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geller & Company LLC's sponsor-wide assets grew 19.6%, from $94M to $113M.
Where does Geller & Company LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Geller & Company LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Geller & Company LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foundever Operating Corporation 401(k) Plan in TN ($104M, 15,860 participants).
Which 401(k) plans cover a similar participant headcount to Geller & Company LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tireman/World Tire 401(k) Plan in OH (290 participants, N/A 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 134149326.

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.