401(k) · DOL Form 5500 · 2023

Gordon Brothers Group, LLC 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
222
Participants Below avg headcount
91st
Percentile by assets National rank
$454,980
Avg per participant High balance/head
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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.

  • #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.

#7,691
in Finance & Insurance (8,869 peers)
+25.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Gordon Brothers Profit-Sharing Plan's outsized position 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 $2,050,000,000 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

Gordon Brothers Profit-Sharing 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. Gordon Brothers Profit-Sharing Plan sits mid-pack in the medium band (222 participants).

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 →

EBSA filing schedule strip

Filing strip 043403041 · Gordon Brothers Group, LLC PY 2023 · 401(k)

Gordon Brothers Profit-Sharing Plan · $101M · 222 · 91st

  • BOOK $101M
  • BOOK 222
  • BOOK 91st
  • BOOK 401(k)
  • BOOK near Agustawestland Philadelphia Corporation 401(k) Savings Plan
  • BOOK ind #7691

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Gordon Brothers Profit-Sharing Plan in the asset neighbourhood

Lumbermens Merchandising Corporation Savings and Retirement PlanLumbermens Merchandising Cor…$101MAgustawestland Philadelphia Corporation 401(k) Savings PlanAgustawestland Philadelphia …$101MGordon Brothers Profit-Sharing PlanGordon Brothers Profit-Shari…$101MHowden USA 401(k) Savings Plus PlanHowden USA 401(k) Savings Pl…$101MStand Together Benefits, LLC 401(k) PlanStand Together Benefits, LLC…$101M
End-of-year total assets ($M) among Gordon Brothers Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Gordon Brothers Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$121M 50.880401276639084% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $80.4M $121M ▲ +50.9%
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 ($B) Participants Gordon Brothers Profit-Sharing Plan, Total assets ($B): 0.101005459 · Participants: 222Gordon Brothers Profit-Sharing 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
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 →

Gordon Brothers Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Agustawestland Philadelphia Corporation 401(k) Savings Plan in PA ($101M); by covered participants it is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 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).
Which 401(k) plans cover a similar participant headcount to Gordon Brothers Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 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 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.