401(k) · DOL Form 5500 · 2023
Geneva Software, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $235,219
- Avg per participant Above avg balance/head
Official DOL plan name: Geneva Software, Inc. 401(k) Retirement Plan · Sponsored by Geneva Software, Inc. · Virginia · Professional & Technical Services
$20M in assets, 86 participants
Geneva Software, Inc.'s Geneva Software, Inc. 401(k) Retirement Plan reported $20M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,777 in Professional & Technical Services (20,321 peers)
Geneva Software, Inc. multi-year trail
Geneva Software, Inc.'s plans moved +34.3% in assets from 2022 to 2024; this filing shows Geneva Software, Inc. 401(k) Retirement Plan at $20M / 86 participants.
- #14,777
- in Professional & Technical Services (20,321 peers)
- +19.7%
- assets growth YoY
Geneva Software, Inc. 401(k) Retirement Plan's outsized position by total assets
Geneva Software, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,228,813 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Geneva Software, Inc. 401(k) Retirement 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. Geneva Software, Inc. 401(k) Retirement Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Geneva Software, Inc. 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Geneva Software, Inc. 401(k) Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Geneva Software, Inc. 401(k) Retirement Plan reported participants fell from 88 in the plan year 2022 filing to 86 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 521703108 · Geneva Software, Inc. PY 2023 · 401(k)
Geneva Software, Inc. 401(k) Retirement Plan · $20M · 86 · 73rd
- IND $20M
- EOY 86
- 5500 73rd
- ASSETS 401(k)
- PCT near Sh Group Retirement Savings Plan
- EIN ind #14777
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 →
Geneva Software, Inc. 401(k) Retirement Plan in the asset neighbourhood
Geneva Software, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Geneva Software, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 34.253388576501926% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $17M |
| 2023 | 1 | 86 | $20M |
| 2024 | 1 | 84 | $23M |
Geneva Software, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 521703108 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Geneva Software, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Sh Group Retirement Savings Plan in FL ($20M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Sh Group Retirement Savings Plan (FL) $20M · 1,177
- Campbell's Auto Express, Inc. 401(k) Plan (NJ) $20M · 118
- Naylor, LLC Retirement Savings Plan (FL) $20M · 240
- Rising Medical Solutions, Inc. 401(k) Plan (IL) $20M · 160
Similar participant headcount
Nearest other-state filings by covered participants (86 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.