401(k) · DOL Form 5500 · 2023

Gentry Locke Rakes & Moore, LLP 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
157
Participants Small participant base
83rd
Percentile by assets National rank
$265,169
Avg per participant High balance/head
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Official DOL plan name: Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan · Sponsored by Gentry Locke Rakes & Moore, LLP · Virginia · Professional & Technical Services

$42M in assets, 157 participants

Gentry Locke Rakes & Moore, LLP's Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan reported $42M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,143 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan covers 157 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $42M.

#17,143
in Professional & Technical Services (20,321 peers)
+6.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan's outsized position by total assets

Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan vs every filed plan by assets

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

$41,631,506 Top 17% higher than 83% 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

Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing 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. Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan reported participants rose from 145 in the plan year 2022 filing to 157 in the plan year 2023 filing.
  • Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 540540718 · Gentry Locke Rakes & Moore, LLP PY 2023 · 401(k)

Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan · $42M · 157 · 83rd

  • TYPE $42M
  • NET 157
  • BOOK 83rd
  • VS-ST 401(k)
  • BOY near Lico, Inc. 401(k) Plan
  • SCH ind #17143

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 Virginia →

Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan in the asset neighbourhood

Guttmacher Institute Retirement PlanGuttmacher Institute Retirem…$42MBard Manufacturing Company, Inc. Savings and Profit Sharing PlanBard Manufacturing Company, …$42MGentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing PlanGentry Locke Rakes & Moore, …$42MLico, Inc. 401(k) Plan$42MThomas, Thomas & Hafer, LLP Retirement PlanThomas, Thomas & Hafer, LLP …$42M
End-of-year total assets ($M) among Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$42M
Net Income$3M
Employer EIN540540718
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gentry Locke Rakes & Moore, LLP)

Sponsor-wide plan assets over time

All Gentry Locke Rakes & Moore, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$48M 23.079737412136257% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $39M $47.9M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 145 $39M
2023 1 157 $42M
2024 1 167 $48M

Nearby 401(k) Plans in Virginia

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

Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan, Total assets ($B): 0.041631506 · Participants: 157Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan side-by-side with 3 peers →

Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Lico, Inc. 401(k) Plan in MO ($42M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan assets move in 2023? ▼
Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan grew at a solid clip - up 6.9% during 2023, from $39M to $42M. Reported net income was $3M.
How have Gentry Locke Rakes & Moore, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gentry Locke Rakes & Moore, LLP's sponsor-wide assets grew 23.1%, from $39M to $48M.
Where does Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lico, Inc. 401(k) Plan in MO ($42M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Gentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 540540718.

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.