401(k) · DOL Form 5500 · 2023

Gerald Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
104
Participants Small participant base
26th
Percentile by assets National rank
$13,069
Avg per participant Low balance/head
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Official DOL plan name: Gerald Industries, Inc. Retirement Savings Plan · Sponsored by Gerald Industries, Inc. · Missouri · Manufacturing

$1M in assets, 104 participants

Gerald Industries, Inc.'s Gerald Industries, Inc. Retirement Savings Plan reported $1M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,259 in Manufacturing (18,722 peers)

Coverage in Missouri

Gerald Industries, Inc. Retirement Savings Plan covers 104 participants in Missouri, about 14% of the average Missouri filer (state average ~737 per filing). Assets: $1M.

#2,259
in Manufacturing (18,722 peers)
+28.3%
assets growth YoY

Gerald Industries, Inc. Retirement Savings Plan among the smaller filed plans by assets

Gerald Industries, Inc. Retirement Savings Plan vs every filed plan by assets

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

$1,359,201 26th percentile higher than 26% 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

Gerald Industries, Inc. Retirement Savings 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. Gerald Industries, Inc. Retirement Savings Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gerald Industries, Inc. Retirement Savings Plan reported net income rose from -$62K in the plan year 2022 filing to $300K in the plan year 2023 filing.
  • Gerald Industries, Inc. Retirement Savings Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431435886 · Gerald Industries, Inc. PY 2023 · 401(k)

Gerald Industries, Inc. Retirement Savings Plan · $1M · 104 · 26th

  • BOY $1M
  • SCH 104
  • EBSA 26th
  • PART 401(k)
  • TYPE near Infomerica Inc. 401(k) Plan
  • NET ind #2259

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 Manufacturing retirement plans → · Plans in Missouri →

Gerald Industries, Inc. Retirement Savings Plan in the asset neighbourhood

Gerald Industries, Inc. Retirement Savings PlanGerald Industries, Inc. Reti…$1MInfomerica Inc. 401(k) Plan$1MLos Brazos Construction Company 401(k) PlanLos Brazos Construction Comp…$1MIndependence Day Investments Corp. 401(k) PlanIndependence Day Investments…$1MAlaska Travel Source, Inc. Retirement Plan and TrustAlaska Travel Source, Inc. R…$1M
End-of-year total assets ($M) among Gerald Industries, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$300K
Employer EIN431435886
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gerald Industries, Inc.)

Sponsor-wide plan assets over time

All Gerald Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 53.00857191143523% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.06M $1.62M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 104 $1M
2023 1 104 $1M
2024 1 106 $2M

Nearby 401(k) Plans in Missouri

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

Gerald Industries, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Gerald Industries, Inc. Retirement Savings Plan, Total assets ($B): 0.001359201 · Participants: 104Gerald Industries, Inc. Retirement Savings PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Gerald Industries, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Gerald Industries, Inc. Retirement Savings Plan side-by-side with 3 peers →

Gerald Industries, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Infomerica Inc. 401(k) Plan in NC ($1M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Gerald Industries, Inc. Retirement Savings Plan assets move in 2023? ▼
Gerald Industries, Inc. Retirement Savings Plan grew sharply - up 28.3% during 2023, from $1M to $1M. Reported net income was $300K.
How have Gerald Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerald Industries, Inc.'s sponsor-wide assets grew 53.0%, from $1M to $2M.
Which 401(k) plans are similar in size to Gerald Industries, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Infomerica Inc. 401(k) Plan in NC ($1M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Gerald Industries, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 431435886.

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.