401(k) · DOL Form 5500 · 2023

Allen & Gerritsen, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
93
Participants Small participant base
67th
Percentile by assets National rank
$160,588
Avg per participant Above avg balance/head
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Official DOL plan name: Allen & Gerritsen, Inc. 401(k) Retirement Plan · Sponsored by Allen & Gerritsen, Inc. · Massachusetts · Professional & Technical Services

$15M in assets, 93 participants

Allen & Gerritsen, Inc.'s Allen & Gerritsen, Inc. 401(k) Retirement Plan reported $15M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,502 in Professional & Technical Services (20,321 peers)

Allen & Gerritsen, Inc. multi-year trail

Allen & Gerritsen, Inc.'s plans moved +24.4% in assets from 2022 to 2024; this filing shows Allen & Gerritsen, Inc. 401(k) Retirement Plan at $15M / 93 participants.

#13,502
in Professional & Technical Services (20,321 peers)
+21.8%
assets growth YoY

Allen & Gerritsen, Inc. 401(k) Retirement Plan's outsized position by total assets

Allen & Gerritsen, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$14,934,657 Top 33% higher than 67% 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

Allen & Gerritsen, 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. Allen & Gerritsen, Inc. 401(k) Retirement Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen & Gerritsen, Inc. 401(k) Retirement Plan reported net income rose from -$962K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Allen & Gerritsen, Inc. 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Allen & Gerritsen, Inc. 401(k) Retirement Plan reported participants rose from 79 in the plan year 2022 filing to 93 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042961198 · Allen & Gerritsen, Inc. PY 2023 · 401(k)

Allen & Gerritsen, Inc. 401(k) Retirement Plan · $15M · 93 · 67th

  • VS-ST $15M
  • BOY 93
  • SCH 67th
  • EBSA 401(k)
  • PART near Wou Employee Stock Ownership 401(k) Plan
  • TYPE ind #13502

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 →

Allen & Gerritsen, Inc. 401(k) Retirement Plan in the asset neighbourhood

Chs Inc. 401(k) Plan for Union Production EmployeesChs Inc. 401(k) Plan for Uni…$15MAllen & Gerritsen, Inc. 401(k) Retirement PlanAllen & Gerritsen, Inc. 401(…$15MWou Employee Stock Ownership 401(k) PlanWou Employee Stock Ownership…$15MOcean Lakes Service Corporation Employee 401(k) Savings PlanOcean Lakes Service Corporat…$15MAssociated Brigham Contractors Inc. 401(k) PlanAssociated Brigham Contracto…$15M
End-of-year total assets ($M) among Allen & Gerritsen, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Allen & Gerritsen, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allen & Gerritsen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 24.358431494257037% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12.3M $15.2M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 79 $12M
2023 1 93 $15M
2024 1 70 $15M

Allen & Gerritsen, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN042961198
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Allen & Gerritsen, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Allen & Gerritsen, Inc. 401(k) Retirement Plan, Total assets ($B): 0.014934657 · Participants: 93Allen & Gerritsen, Inc. 401(k) Retirement PlanFidelity 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
Allen & Gerritsen, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Allen & Gerritsen, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Allen & Gerritsen, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Wou Employee Stock Ownership 401(k) Plan in NH ($15M); by covered participants it is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Allen & Gerritsen, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Allen & Gerritsen, Inc. 401(k) Retirement Plan grew sharply - up 21.8% during 2023, from $12M to $15M. Reported net income was $3M.
How have Allen & Gerritsen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen & Gerritsen, Inc.'s sponsor-wide assets grew 24.4%, from $12M to $15M.
Which 401(k) plans are similar in size to Allen & Gerritsen, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wou Employee Stock Ownership 401(k) Plan in NH ($15M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Allen & Gerritsen, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 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 042961198.

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.