401(k) · DOL Form 5500 · 2023

Geo. Byers Sons Holding, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
680
Participants Below avg headcount
84th
Percentile by assets National rank
$63,134
Avg per participant Low balance/head
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Official DOL plan name: Geo. Byers Sons, 401(k) Plan · Sponsored by Geo. Byers Sons Holding, Inc. · Ohio · Retail Trade

$43M in assets, 680 participants

Geo. Byers Sons Holding, Inc.'s Geo. Byers Sons, 401(k) Plan reported $43M in total assets and 680 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,648 in Retail Trade (8,414 peers)

Where Geo. Byers Sons, 401(k) Plan sits by assets

Geo. Byers Sons, 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 680 participants (~$63,134/participant), up 17.7% in 2023.

#7,648
in Retail Trade (8,414 peers)
+17.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Geo. Byers Sons, 401(k) Plan's outsized position by total assets

Geo. Byers Sons, 401(k) Plan vs every filed plan by assets

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

$42,930,846 Top 16% higher than 84% 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

Geo. Byers Sons, 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. Geo. Byers Sons, 401(k) Plan sits mid-pack in the medium band (680 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Geo. Byers Sons, 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Geo. Byers Sons, 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Geo. Byers Sons, 401(k) Plan reported participants rose from 658 in the plan year 2022 filing to 680 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 314139860 · Geo. Byers Sons Holding, Inc. PY 2023 · 401(k)

Geo. Byers Sons, 401(k) Plan · $43M · 680 · 84th

  • RANK $43M
  • PHOTO 680
  • IND 84th
  • EOY 401(k)
  • 5500 near Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #7648

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 Retail Trade retirement plans → · Plans in Ohio →

Geo. Byers Sons, 401(k) Plan in the asset neighbourhood

Geo. Byers Sons, 401(k) Plan$43MElevate Pfs Holdings Inc 401(k) Profit Sharing Plan & TrustElevate Pfs Holdings Inc 401…$43MJ & B Importers, Inc., Retirement/ Profit Sharing PlanJ & B Importers, Inc., Retir…$43MOkuma America Corp. Savings and Investment PlanOkuma America Corp. Savings …$43MAurubis Buffalo, Inc. 401(k) Retirement PlanAurubis Buffalo, Inc. 401(k)…$43M
End-of-year total assets ($M) among Geo. Byers Sons, 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN314139860
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Geo. Byers Sons Holding, Inc.)

Sponsor-wide plan assets over time

All Geo. Byers Sons Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 38.20722390433172% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.5M $50.4M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 658 $36M
2023 1 680 $43M
2024 1 789 $50M

Nearby 401(k) Plans in Ohio

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

Geo. Byers Sons, 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Geo. Byers Sons, 401(k) Plan, Total assets ($B): 0.042930846 · Participants: 680Geo. Byers Sons, 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Geo. Byers Sons, 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Geo. Byers Sons, 401(k) Plan side-by-side with 3 peers →

Geo. Byers Sons, 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust in TX ($43M); by covered participants it is Scott-Mcrae Automotive Group, Lllp 401(k) Profit Sharing Plan in FL (680 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (680 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 Geo. Byers Sons, 401(k) Plan assets move in 2023? ▼
Geo. Byers Sons, 401(k) Plan grew sharply - up 17.7% during 2023, from $36M to $43M. Reported net income was $6M.
How have Geo. Byers Sons Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geo. Byers Sons Holding, Inc.'s sponsor-wide assets grew 38.2%, from $36M to $50M.
Where does Geo. Byers Sons, 401(k) Plan rank by assets among Form 5500 filers? ▼
Geo. Byers Sons, 401(k) Plan ranks in the 84th 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 Geo. Byers Sons, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust in TX ($43M, 2,177 participants).
Which 401(k) plans cover a similar participant headcount to Geo. Byers Sons, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scott-Mcrae Automotive Group, Lllp 401(k) Profit Sharing Plan in FL (680 participants, $42M 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 314139860.

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.