401(k) · DOL Form 5500 · 2023

Gale Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
102
Participants Small participant base
69th
Percentile by assets National rank
$164,088
Avg per participant Above avg balance/head
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Official DOL plan name: Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Gale Associates, Inc. · Massachusetts · Professional & Technical Services

$17M in assets, 102 participants

Gale Associates, Inc.'s Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,956 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust covers 102 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#13,956
in Professional & Technical Services (20,321 peers)
+10.3%
assets growth YoY

Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$16,736,983 Top 31% higher than 69% 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

Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust 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. Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 97 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042319385 · Gale Associates, Inc. PY 2023 · 401(k)

Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust · $17M · 102 · 69th

  • EOY $17M
  • EOY 102
  • EOY 69th
  • EOY 401(k)
  • EOY near Allana Buick & Bers, Inc. 401(k) Plan
  • EOY ind #13956

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 Massachusetts →

Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Gale Associates, Inc. 401(k) Profit Sharing Plan and TrustGale Associates, Inc. 401(k)…$17MAllana Buick & Bers, Inc. 401(k) PlanAllana Buick & Bers, Inc. 40…$17MCurology 401(k) Plan$17MCampbell Group Associates, LLC 401(k) Profit Sharing PlanCampbell Group Associates, L…$17MMississippi Welders Supply Co., Inc. 401(k) Profit Sharing PlanMississippi Welders Supply C…$17M
End-of-year total assets ($M) among Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN042319385
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gale Associates, Inc.)

Sponsor-wide plan assets over time

All Gale Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 26.106778476700292% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.2M $19.1M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 97 $15M
2023 1 102 $17M
2024 1 106 $19M

Nearby 401(k) Plans in Massachusetts

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

Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.016736983 · Participants: 102Gale Associates, Inc. 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Allana Buick & Bers, Inc. 401(k) Plan in CA ($17M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023?
Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 10.3% during 2023, from $15M to $17M. Reported net income was $2M.
How have Gale Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Gale Associates, Inc.'s sponsor-wide assets grew 26.1%, from $15M to $19M.
Which 401(k) plans are similar in size to Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Allana Buick & Bers, Inc. 401(k) Plan in CA ($17M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M in assets).