401(k) · DOL Form 5500 · 2023

Gillman, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
215
Participants Below avg headcount
45th
Percentile by assets National rank
$23,915
Avg per participant Low balance/head
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Official DOL plan name: Gillman, Inc. 401(k) Plan · Sponsored by Gillman, Inc. · Indiana · Retail Trade

$5M in assets, 215 participants

Gillman, Inc.'s Gillman, Inc. 401(k) Plan reported $5M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #4,664 in Retail Trade (8,414 peers)

Coverage in Indiana

Gillman, Inc. 401(k) Plan covers 215 participants in Indiana, about 40% of the average Indiana filer (state average ~541 per filing). Assets: $5M.

#4,664
in Retail Trade (8,414 peers)
+11.7%
assets growth YoY

Gillman, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Gillman, Inc. 401(k) Plan vs every filed plan by assets

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

$5,141,766 45th percentile higher than 45% 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

Gillman, Inc. 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. Gillman, Inc. 401(k) Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gillman, Inc. 401(k) Plan reported net income rose from -$263K in the plan year 2022 filing to $539K in the plan year 2023 filing.
  • Gillman, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Gillman, Inc. 401(k) Plan reported participants rose from 204 in the plan year 2022 filing to 215 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351498056 · Gillman, Inc. PY 2023 · 401(k)

Gillman, Inc. 401(k) Plan · $5M · 215 · 45th

  • PCT $5M
  • EIN 215
  • RANK 45th
  • PHOTO 401(k)
  • IND near 403(b) Thrift Plan of Tulsa Educare, Inc.
  • EOY ind #4664

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 Indiana →

Gillman, Inc. 401(k) Plan in the asset neighbourhood

Gillman, Inc. 401(k) Plan$5M403(b) Thrift Plan of Tulsa Educare, Inc.403(b) Thrift Plan of Tulsa …$5MBranding Brand, Inc. 401(k) Profit Sharing PlanBranding Brand, Inc. 401(k) …$5MEgami & Ichikawa, Cpas, Inc. 401(k) PlanEgami & Ichikawa, Cpas, Inc.…$5MColonial Auto Finance,Inc. 401(k) PlanColonial Auto Finance,Inc. 4…$5M
End-of-year total assets ($M) among Gillman, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$539K
Employer EIN351498056
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gillman, Inc.)

Sponsor-wide plan assets over time

All Gillman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 33.620948305997416% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.6M $6.15M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 204 $5M
2023 1 215 $5M
2024 1 204 $6M

Nearby 401(k) Plans in Indiana

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

Gillman, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Gillman, Inc. 401(k) Plan, Total assets ($B): 0.005141766 · Participants: 215Gillman, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Gillman, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Gillman, Inc. 401(k) Plan side-by-side with 3 peers →

Gillman, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is 403(b) Thrift Plan of Tulsa Educare, Inc. in OK ($5M); by covered participants it is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Gillman, Inc. 401(k) Plan assets move in 2023? ▼
Gillman, Inc. 401(k) Plan grew at a solid clip - up 11.7% during 2023, from $5M to $5M. Reported net income was $539K.
How have Gillman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gillman, Inc.'s sponsor-wide assets grew 33.6%, from $5M to $6M.
Which 401(k) plans are similar in size to Gillman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan of Tulsa Educare, Inc. in OK ($5M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Gillman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants, $33M 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 351498056.

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.