401(k) · DOL Form 5500 · 2023

Garmark Advisors II L.L.C. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
11
Participants Small participant base
47th
Percentile by assets National rank
$528,597
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Garmark Advisors L.L.C. 401(k) Retirement Plan · Sponsored by Garmark Advisors II L.L.C. · Connecticut · Finance & Insurance

$6M in assets, 11 participants

Garmark Advisors II L.L.C.'s Garmark Advisors L.L.C. 401(k) Retirement Plan reported $6M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,987 in Finance & Insurance (8,869 peers)

2023 asset change

Garmark Advisors L.L.C. 401(k) Retirement Plan pulled back noticeably 8.4% in 2023 ($6M → $6M) for 11 participants.

#2,987
in Finance & Insurance (8,869 peers)
-8.4%
assets change YoY

The plan reported a net loss of $530K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Garmark Advisors L.L.C. 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Garmark Advisors L.L.C. 401(k) Retirement Plan vs every filed plan by assets

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

$5,814,570 47th percentile higher than 47% 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

Garmark Advisors L.L.C. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Garmark Advisors L.L.C. 401(k) Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Garmark Advisors L.L.C. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to -$530K in the plan year 2023 filing.
  • Garmark Advisors L.L.C. 401(k) Retirement Plan reported participants fell from 14 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Garmark Advisors L.L.C. 401(k) Retirement Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203067719 · Garmark Advisors II L.L.C. PY 2023 · 401(k)

Garmark Advisors L.L.C. 401(k) Retirement Plan · $6M · 11 · 47th

  • BOY $6M
  • BOY 11
  • BOY 47th
  • BOY 401(k)
  • BOY near The L&l Retirement Plan
  • BOY ind #2987

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 Connecticut →

Garmark Advisors L.L.C. 401(k) Retirement Plan in the asset neighbourhood

Westminster Village, Inc. 401(k) PlanWestminster Village, Inc. 40…$6MGarmark Advisors L.L.C. 401(k) Retirement PlanGarmark Advisors L.L.C. 401(…$6MThe L&l Retirement Plan$6MTelcon, LLC Employees 401(k) Savings PlanTelcon, LLC Employees 401(k)…$6MRevolut 401(k) Plan$6M
End-of-year total assets ($M) among Garmark Advisors L.L.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Garmark Advisors II L.L.C. years around the 2023 move

Sponsor-wide plan assets over time

All Garmark Advisors II L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.083111450928879% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6.34M $6.92M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 14 $6M
2023 1 11 $6M
2024 1 10 $7M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$530K
Employer EIN203067719
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Garmark Advisors L.L.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Garmark Advisors L.L.C. 401(k) Retirement Plan, Total assets ($B): 0.00581457 · Participants: 11Garmark Advisors L.L.C. 401(k) Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Garmark Advisors L.L.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Garmark Advisors L.L.C. 401(k) Retirement Plan side-by-side with 3 peers →

Garmark Advisors L.L.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The L&l Retirement Plan in CO ($6M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Garmark Advisors L.L.C. 401(k) Retirement Plan assets move in 2023? ▼
Garmark Advisors L.L.C. 401(k) Retirement Plan pulled back noticeably - down 8.4% during 2023, from $6M to $6M. Reported net income was -$530K.
How have Garmark Advisors II L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Garmark Advisors II L.L.C.'s sponsor-wide assets grew 9.1%, from $6M to $7M.
Which 401(k) plans are similar in size to Garmark Advisors L.L.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The L&l Retirement Plan in CO ($6M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Garmark Advisors L.L.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 203067719.

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.