401(k) · DOL Form 5500 · 2023

Gem Software, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
203
Participants Below avg headcount
58th
Percentile by assets National rank
$47,948
Avg per participant Low balance/head
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Official DOL plan name: Gem Software 401(k) Plan · Sponsored by Gem Software, Inc. · California · Information & Media

$10M in assets, 203 participants

Gem Software, Inc.'s Gem Software 401(k) Plan reported $10M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,272 in Information & Media (2,818 peers)

Coverage in California

Gem Software 401(k) Plan covers 203 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $10M.

#1,272
in Information & Media (2,818 peers)
+39.2%
assets growth YoY

Gem Software 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Gem Software 401(k) Plan vs every filed plan by assets

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

$9,733,375 Top 42% higher than 58% 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

Gem Software 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. Gem Software 401(k) Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gem Software 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Gem Software 401(k) Plan reported participants rose from 175 in the plan year 2022 filing to 203 in the plan year 2023 filing.
  • Gem Software 401(k) Plan reported net income fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 821703540 · Gem Software, Inc. PY 2023 · 401(k)

Gem Software 401(k) Plan · $10M · 203 · 58th

  • EOY $10M
  • EOY 203
  • EOY 58th
  • EOY 401(k)
  • EOY near Divurgent LLC 401(k) Profit Sharing Plan
  • EOY ind #1272

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 Information & Media retirement plans → · Plans in California →

Gem Software 401(k) Plan in the asset neighbourhood

Gem Software 401(k) Plan$10MDivurgent LLC 401(k) Profit Sharing PlanDivurgent LLC 401(k) Profit …$10MThe Phia Group, LLC 401(k) PlanThe Phia Group, LLC 401(k) P…$10MPillinger Miller Tarallo LLP 401(k) Profit Sharing Plan and TrustPillinger Miller Tarallo LLP…$10MSouthern Aluminum Finishing Co. 401(k) Profit Sharing PlanSouthern Aluminum Finishing …$10M
End-of-year total assets ($M) among Gem Software 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN821703540
Plan Effective Date2018-03-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Gem Software, Inc.)

Sponsor-wide plan assets over time

All Gem Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 64.06294791446733% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.99M $11.5M ▲ +64.1%
Year Plans Participants Total Assets
2022 1 175 $7M
2023 1 203 $10M
2024 1 101 $11M

Nearby 401(k) Plans in California

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

Gem Software 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Gem Software 401(k) Plan, Total assets ($B): 0.009733375 · Participants: 203Gem Software 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Gem Software 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Gem Software 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Divurgent LLC 401(k) Profit Sharing Plan in VA ($10M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Gem Software 401(k) Plan assets move in 2023? ▼
Gem Software 401(k) Plan surged - up 39.2% during 2023, from $7M to $10M. Reported net income was $3M.
How have Gem Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gem Software, Inc.'s sponsor-wide assets grew 64.1%, from $7M to $11M.
Which 401(k) plans are similar in size to Gem Software 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Divurgent LLC 401(k) Profit Sharing Plan in VA ($10M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Gem Software 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants, $7M 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 821703540.

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.