401(k) · DOL Form 5500 · 2023

Gordon Brothers Group, LLC 401(k) Plan

Data updated 2026-08-11

$101M
Total assets
222
Participants
91st
Percentile by assets
$454,980
Avg per participant
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Official DOL plan name: Gordon Brothers Profit-Sharing Plan · Sponsored by Gordon Brothers Group, LLC · Massachusetts · Finance & Insurance

$101M in assets, 222 participants

Gordon Brothers Group, LLC's Gordon Brothers Profit-Sharing Plan reported $101M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #7,691 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Gordon Brothers Profit-Sharing Plan covers 222 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $101M.

$101M
total plan assets (2023 EOY)
222
covered participants
91st
percentile by assets (of 127,072 plans)
$454,980
avg assets per participant

Where Gordon Brothers Profit-Sharing Plan sits by total assets

Gordon Brothers Profit-Sharing Plan vs every filed plan by assets

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

$101,005,459 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gordon Brothers Profit-Sharing Plan reported net income rose from -$21M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Gordon Brothers Profit-Sharing Plan end-of-year assets rose from $80M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Gordon Brothers Profit-Sharing Plan reported participants rose from 210 in the plan year 2022 filing to 222 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Gordon Brothers Profit-Sharing Plan reports 222 participants - about 34% of that state average ($101M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$101M
Net Income$21M
Employer EIN043403041
Plan Effective Date1976-09-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Gordon Brothers Group, LLC)

$60M$80M$100M$120M$140M 202220232024 $80.4M $121M ▲ +50.9%
Total plan assets by year, all Gordon Brothers Group, LLC plans on file
Year Plans Participants Total Assets
2022 1 210 $80M
2023 1 222 $101M
2024 1 335 $121M

Nearby 401(k) Plans in Massachusetts

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

Gordon Brothers Profit-Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Gordon Brothers Prof…, Total assets ($B): 0.101005459 · Participants: 222Gordon Brothers Prof…Fidelity Retirement …, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Co…Philips North Americ…, Total assets ($B): 5.779286156 · Participants: 19120Philips North Americ…
Gordon Brothers Profit-Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Gordon Brothers Profit-Sharing Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Gordon Brothers Profit-Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Gordon Brothers Profit-Sharing Plan assets move in 2023? ▼
Gordon Brothers Profit-Sharing Plan grew sharply - up 25.7% during 2023, from $80M to $101M. Reported net income was $21M.
How have Gordon Brothers Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gordon Brothers Group, LLC's sponsor-wide assets grew 50.9%, from $80M to $121M.
Where does Gordon Brothers Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Gordon Brothers Profit-Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Gordon Brothers Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agustawestland Philadelphia Corporation 401(k) Savings Plan in PA ($101M, 706 participants).

Next read for Gordon Brothers Profit-Sharing Plan

Filing takeaways

Ways to act on Gordon Brothers Profit-Sharing Plan's numbers.

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 043403041.

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.