Other · DOL Form 5500 · 2023

Edward J Gilson Jr Retirement Plan

Data updated 2026-08-25

$226K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$112,993
Avg per participant Below avg balance/head
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Official DOL plan name: Edward J Gilson Jr · Sponsored by Edward J Gilson Jr · Pennsylvania · Professional & Technical Services

$226K in assets, 2 participants

Edward J Gilson Jr's Edward J Gilson Jr reported $226K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,827 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Edward J Gilson Jr holds $226K for 2 participants - about $112,993 per participant, among the smaller plans by assets on file.

#1,827
in Professional & Technical Services (20,321 peers)
-6.8%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edward J Gilson Jr among the smaller filed plans by assets

Edward J Gilson Jr vs every filed plan by assets

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

$225,986 12th percentile higher than 12% 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

Edward J Gilson Jr among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edward J Gilson Jr is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edward J Gilson Jr reported net income fell from $2K in the plan year 2022 filing to -$16K in the plan year 2023 filing.
  • Edward J Gilson Jr end-of-year assets fell from $262K in the plan year 2022 filing to $226K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232358081 · Edward J Gilson Jr PY 2023 · Other

Edward J Gilson Jr · $226K · 2 · 12th

  • EOY $226K
  • 5500 2
  • ASSETS 12th
  • PCT Other
  • EIN near Skr Ventures Inc
  • RANK ind #1827

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 Pennsylvania →

Edward J Gilson Jr in the asset neighbourhood

Blinn, Farrell Retirement PlanBlinn, Farrell Retirement Pl…$237KEdward J Gilson Jr$226KSkr Ventures Inc$231KCentury 21 Coastland Realty Employee Benefit PlanCentury 21 Coastland Realty …$231KOrthopaedics and Arthroscopic Institute Retirement PlanOrthopaedics and Arthroscopi…$215K
End-of-year total assets ($M) among Edward J Gilson Jr and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$242K
Net Assets (End of Year)$226K
Net Income-$16K
Employer EIN232358081
Plan Effective Date1988-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Edward J Gilson Jr)

Sponsor-wide plan assets over time

All Edward J Gilson Jr plans reported in each filing year

Latest sponsor-wide plan assets
$242K 7.693861066235865% vs 2022
2024 filing year
$0.22M$0.23M$0.24M$0.25M$0.26M$0.27M 202220232024 $0.26M $0.24M ▼ -7.7%
Year Plans Participants Total Assets
2022 1 2 $262K
2023 1 2 $226K
2024 1 2 $242K

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Edward J Gilson Jr vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Edward J Gilson Jr, Total assets ($B): 0.000225986 · Participants: 2Edward J Gilson JrThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Edward J Gilson Jr vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Edward J Gilson Jr side-by-side with 3 peers →

Edward J Gilson Jr's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Skr Ventures Inc in FL ($231K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($226K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Edward J Gilson Jr assets move in 2023? ▼
Edward J Gilson Jr pulled back noticeably - down 6.8% during 2023, from $242K to $226K. Reported net income was -$16K.
How have Edward J Gilson Jr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward J Gilson Jr's sponsor-wide assets declined 7.7%, from $262K to $242K.
Where does Edward J Gilson Jr rank by assets among Form 5500 filers? ▼
Edward J Gilson Jr ranks in the 12th 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 Other plans are similar in size to Edward J Gilson Jr? ▼
Among Other plans in other states, the closest by assets is Skr Ventures Inc in FL ($231K, 2 participants).
Which Other plans cover a similar participant headcount to Edward J Gilson Jr? ▼
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 232358081.

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.