401(k) · DOL Form 5500 · 2023

Germer PLLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size: 164
Participants Small participant base: 82nd
Percentile by assets National rank: $230,719
Avg per participant Above avg balance/head

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Official DOL plan name: Germer PLLC 401(k) Plan · Sponsored by Germer PLLC · Texas · Professional & Technical Services

$38M in assets, 164 participants

Germer PLLC's Germer PLLC 401(k) Plan reported $38M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

#16,866 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Germer PLLC 401(k) Plan covers 164 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $38M.

#16,866
in Professional & Technical Services (20,321 peers): +21.2%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Germer PLLC 401(k) Plan's outsized position by total assets

Germer PLLC 401(k) Plan vs every filed plan by assets

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

$37,837,967 Top 18% higher than 82% 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

Germer PLLC 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. Germer PLLC 401(k) Plan sits mid-pack in the medium band (164 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Germer PLLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Germer PLLC 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $38M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 760445148 · Germer PLLC PY 2023 · 401(k)

Germer PLLC 401(k) Plan · $38M · 164 · 82nd

EOY $38M
5500 164
ASSETS 82nd
PCT 401(k)
EIN near Hart Howerton 401(k) Profit Sharing Plan
RANK ind #16866

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 Texas →

End-of-year total assets ($M) among Germer PLLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	$38M
Net Income	$7M
Employer EIN	760445148
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Germer PLLC)

Latest sponsor-wide plan assets: $44M 39.961049279462586% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	163	$31M
2023	1	164	$38M
2024	1	171	$44M

Nearby 401(k) Plans in Texas

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

Germer PLLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Germer PLLC 401(k) Plan side-by-side with 3 peers →

Germer PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hart Howerton 401(k) Profit Sharing Plan in CA ($38M); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Hart Howerton 401(k) Profit Sharing Plan (CA) $38M · 247
Keystone Engineering Inc. 401(k) Profit Sharing Plan (LA) $38M · 321
Bst Consultants. Inc. 401 (K) Plan (FL) $38M · 164
Commonwealth Anesthesia, Psc 401(k) Profit Sharing Plan (KY) $38M · 79

Similar participant headcount

Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.

Daycon Products Company, Inc. 401(k) Plan (MD) 164 · 0 off
Jackson Lumber & Millwork Co, Inc. 401(k) Plan (MA) 164 · 0 off
Nodaway Valley Bank 401(k) Profit Sharing Plan (MO) 164 · 0 off
Nativo, Inc. 401(k) Plan (CA) 164 · 0 off

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 Germer PLLC 401(k) Plan assets move in 2023? ▼

Germer PLLC 401(k) Plan grew sharply - up 21.2% during 2023, from $31M to $38M. Reported net income was $7M.

How have Germer PLLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Germer PLLC's sponsor-wide assets grew 40.0%, from $31M to $44M.

Where does Germer PLLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Germer PLLC 401(k) Plan ranks in the 82nd 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 Germer PLLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hart Howerton 401(k) Profit Sharing Plan in CA ($38M, 247 participants).

Which 401(k) plans cover a similar participant headcount to Germer PLLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Daycon Products Company, Inc. 401(k) Plan in MD (164 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 760445148.