401(k) · DOL Form 5500 · 2023

Guerbet America LLC 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
401
Participants Below avg headcount
88th
Percentile by assets National rank
$156,362
Avg per participant Above avg balance/head
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Official DOL plan name: Guerbet Retirement Savings Plan · Sponsored by Guerbet America LLC · North Carolina · Wholesale Trade

$63M in assets, 401 participants

Guerbet America LLC's Guerbet Retirement Savings Plan reported $63M in total assets and 401 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #5,626 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Guerbet Retirement Savings Plan covers 401 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $63M.

#5,626
in Wholesale Trade (6,309 peers)
+19.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Guerbet Retirement Savings Plan's outsized position by total assets

Guerbet Retirement Savings Plan vs every filed plan by assets

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

$62,700,980 Top 12% higher than 88% 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

Guerbet Retirement Savings 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. Guerbet Retirement Savings Plan sits mid-pack in the medium band (401 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Guerbet Retirement Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Guerbet Retirement Savings Plan reported participants fell from 524 in the plan year 2022 filing to 401 in the plan year 2023 filing.
  • Guerbet Retirement Savings Plan end-of-year assets rose from $53M in the plan year 2022 filing to $63M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 830724239 · Guerbet America LLC PY 2023 · 401(k)

Guerbet Retirement Savings Plan · $63M · 401 · 88th

  • PCT $63M
  • EIN 401
  • RANK 88th
  • PHOTO 401(k)
  • IND near Msr/Rams Retirement Plan
  • EOY ind #5626

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Guerbet Retirement Savings Plan in the asset neighbourhood

Guerbet Retirement Savings PlanGuerbet Retirement Savings P…$63MMsr/Rams Retirement Plan$63MLopez-Dorada 401(k) Plan$63MEanj 401(k) Retirement Advantage Plan 401(k)Eanj 401(k) Retirement Advan…$63MMkec Engineering, Inc. 401(k) PlanMkec Engineering, Inc. 401(k…$63M
End-of-year total assets ($M) among Guerbet Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$63M
Net Income$10M
Employer EIN830724239
Plan Effective Date2002-01-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Guerbet America LLC)

Sponsor-wide plan assets over time

All Guerbet America LLC plans reported in each filing year

Latest sponsor-wide plan assets
$66M 25.11958632132321% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52.7M $65.9M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 524 $53M
2023 1 401 $63M
2024 1 482 $66M

Nearby 401(k) Plans in North Carolina

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

Guerbet Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Guerbet Retirement Savings Plan, Total assets ($B): 0.06270098 · Participants: 401Guerbet Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Guerbet Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Guerbet Retirement Savings Plan side-by-side with 3 peers →

Guerbet Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Msr/Rams Retirement Plan in NY ($63M); by covered participants it is Aquafil USA, Inc. 401(k) Plan in GA (401 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Similar participant headcount

Nearest other-state filings by covered participants (401 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 Guerbet Retirement Savings Plan assets move in 2023? ▼
Guerbet Retirement Savings Plan grew sharply - up 19.0% during 2023, from $53M to $63M. Reported net income was $10M.
How have Guerbet America LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Guerbet America LLC's sponsor-wide assets grew 25.1%, from $53M to $66M.
Where does Guerbet Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Guerbet Retirement Savings Plan ranks in the 88th 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 Guerbet Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Msr/Rams Retirement Plan in NY ($63M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Guerbet Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquafil USA, Inc. 401(k) Plan in GA (401 participants, $5M 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 830724239.

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.