401(k) · DOL Form 5500 · 2023

Gelber Group, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
200
Participants Below avg headcount
83rd
Percentile by assets National rank
$199,395
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gelber Group 401(k) Plan · Sponsored by Gelber Group, LLC · Illinois · Finance & Insurance

$40M in assets, 200 participants

Gelber Group, LLC's Gelber Group 401(k) Plan reported $40M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,561 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Gelber Group 401(k) Plan covers 200 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $40M.

#6,561
in Finance & Insurance (8,869 peers)
+23.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Gelber Group 401(k) Plan's outsized position by total assets

Gelber Group 401(k) Plan vs every filed plan by assets

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

$39,879,050 Top 17% higher than 83% 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

Gelber Group 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. Gelber Group 401(k) Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gelber Group 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Gelber Group 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364330915 · Gelber Group, LLC PY 2023 · 401(k)

Gelber Group 401(k) Plan · $40M · 200 · 83rd

  • NET $40M
  • NET 200
  • NET 83rd
  • NET 401(k)
  • NET near Nicholas & Company 401(k) Profit Sharing Plan
  • NET ind #6561

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 Illinois →

Gelber Group 401(k) Plan in the asset neighbourhood

Gelber Group 401(k) Plan$40MNicholas & Company 401(k) Profit Sharing PlanNicholas & Company 401(k) Pr…$40MLochmueller Group, Inc. 401(k) Savings PlanLochmueller Group, Inc. 401(…$40MP & K 401(k) Plan$40MSchutz Container Systems, Inc. Employee's 401(k) Retirement PlanSchutz Container Systems, In…$40M
End-of-year total assets ($M) among Gelber Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$40M
Net Income$8M
Employer EIN364330915
Plan Effective Date1982-03-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Gelber Group, LLC)

Sponsor-wide plan assets over time

All Gelber Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 48.398724819277646% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.2M $47.8M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 202 $32M
2023 1 200 $40M
2024 1 195 $48M

Nearby 401(k) Plans in Illinois

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

Gelber Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Gelber Group 401(k) Plan, Total assets ($B): 0.03987905 · Participants: 200Gelber Group 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Gelber Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Gelber Group 401(k) Plan side-by-side with 3 peers →

Gelber Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Nicholas & Company 401(k) Profit Sharing Plan in UT ($40M); by covered participants it is Sjo Kids, Inc. 401(k) Plan in OH (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Gelber Group 401(k) Plan assets move in 2023? ▼
Gelber Group 401(k) Plan grew sharply - up 23.9% during 2023, from $32M to $40M. Reported net income was $8M.
How have Gelber Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gelber Group, LLC's sponsor-wide assets grew 48.4%, from $32M to $48M.
Where does Gelber Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Gelber Group 401(k) Plan ranks in the 83rd 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 Gelber Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nicholas & Company 401(k) Profit Sharing Plan in UT ($40M, 782 participants).
Which 401(k) plans cover a similar participant headcount to Gelber Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sjo Kids, Inc. 401(k) Plan in OH (200 participants, $3M 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 364330915.

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.