401(k) · DOL Form 5500 · 2023

Geordie Investment Corporation 401(k) Plan

Data updated 2026-08-25

$738K
Total assets Small plan by assets
19
Participants Small participant base
21st
Percentile by assets National rank
$38,836
Avg per participant Low balance/head
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Official DOL plan name: Geordie Investment Corporation 401(k) Plan · Sponsored by Geordie Investment Corporation · Ohio · Manufacturing

$738K in assets, 19 participants

Geordie Investment Corporation's Geordie Investment Corporation 401(k) Plan reported $738K in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,669 in Manufacturing (18,722 peers)

2023 asset change

Geordie Investment Corporation 401(k) Plan surged 58.1% in 2023 ($467K → $738K) for 19 participants.

#1,669
in Manufacturing (18,722 peers)
+58.1%
assets growth YoY

Geordie Investment Corporation 401(k) Plan among the smaller filed plans by assets

Geordie Investment Corporation 401(k) Plan vs every filed plan by assets

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

$737,884 21st percentile higher than 21% 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

Geordie Investment Corporation 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. Geordie Investment Corporation 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Geordie Investment Corporation 401(k) Plan reported net income rose from $152K in the plan year 2022 filing to $271K in the plan year 2023 filing.
  • Geordie Investment Corporation 401(k) Plan end-of-year assets rose from $467K in the plan year 2022 filing to $738K in the plan year 2023 filing.
  • Geordie Investment Corporation 401(k) Plan reported participants fell from 20 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 842053706 · Geordie Investment Corporation PY 2023 · 401(k)

Geordie Investment Corporation 401(k) Plan · $738K · 19 · 21st

  • ASSETS $738K
  • PCT 19
  • EIN 21st
  • RANK 401(k)
  • PHOTO near Greenfield Senior Living 401(k) Plan
  • IND ind #1669

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 Manufacturing retirement plans → · Plans in Ohio →

Geordie Investment Corporation 401(k) Plan in the asset neighbourhood

Geordie Investment Corporation 401(k) PlanGeordie Investment Corporati…$738KGreenfield Senior Living 401(k) PlanGreenfield Senior Living 401…$738KFlood Kallus Yen & Gupta PLLC 401(k) PlanFlood Kallus Yen & Gupta PLL…$738KPnw Healthcare Holdings, LLC 401(k) PlanPnw Healthcare Holdings, LLC…$738KHopkins Investment VI, LLC Safe Harbor 401(k) PlanHopkins Investment VI, LLC S…$738K
End-of-year total assets ($M) among Geordie Investment Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Geordie Investment Corporation years around the 2023 move

Sponsor-wide plan assets over time

All Geordie Investment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$453K 3.0186181322742143% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.47M $0.45M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 20 $467K
2023 1 19 $738K
2024 1 19 $453K

2023 asset-move particulars

Total Assets (Beginning of Year)$467K
Net Assets (End of Year)$738K
Net Income$271K
Employer EIN842053706
Plan Effective Date2019-06-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Geordie Investment Corporation 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Geordie Investment Corporation 401(k) Plan, Total assets ($B): 0.000737884 · Participants: 19Geordie Investment Corporation 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Geordie Investment Corporation 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Geordie Investment Corporation 401(k) Plan side-by-side with 3 peers →

Geordie Investment Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Greenfield Senior Living 401(k) Plan in VA ($738K); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($738K here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Geordie Investment Corporation 401(k) Plan assets move in 2023? ▼
Geordie Investment Corporation 401(k) Plan surged - up 58.1% during 2023, from $467K to $738K. Reported net income was $271K.
How have Geordie Investment Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geordie Investment Corporation's sponsor-wide assets declined 3.0%, from $467K to $453K.
Where does Geordie Investment Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Geordie Investment Corporation 401(k) Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Geordie Investment Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greenfield Senior Living 401(k) Plan in VA ($738K, 227 participants).
Which 401(k) plans cover a similar participant headcount to Geordie Investment Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 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 842053706.

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.