401(k) · DOL Form 5500 · 2023
Gartner, Inc. 401(k) Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 10,371
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $217,918
- Avg per participant Above avg balance/head
Official DOL plan name: Gartner Inc. Savings and Investment Plan · Sponsored by Gartner, Inc. · Connecticut · Information & Media
$2.3B in assets, 10,371 participants
Gartner, Inc.'s Gartner Inc. Savings and Investment Plan reported $2.3B in total assets and 10,371 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #2,776 in Information & Media (2,818 peers)
Coverage in Connecticut
Gartner Inc. Savings and Investment Plan covers 10,371 participants in Connecticut, 14x the typical Connecticut plan (state average ~718 per filing). Assets: $2.3B.
- #2,776
- in Information & Media (2,818 peers)
- +26.8%
- assets growth YoY
- 23×
- vs typical plan assets (national mean)
Gartner Inc. Savings and Investment Plan's outsized position by total assets
Gartner Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,260,022,528 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Gartner Inc. Savings and Investment Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gartner Inc. Savings and Investment Plan is a mega filing (10,371 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gartner Inc. Savings and Investment Plan reported net income rose from -$382M in the plan year 2022 filing to $477M in the plan year 2023 filing.
- Gartner Inc. Savings and Investment Plan end-of-year assets rose from $1.8B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.
- Gartner Inc. Savings and Investment Plan reported participants rose from 8,873 in the plan year 2022 filing to 10,371 in the plan year 2023 filing.
DOL schedule card
Filing strip 043099750 · Gartner, Inc. PY 2023 · 401(k)
Gartner Inc. Savings and Investment Plan · $2.3B · 10,371 · 99th
- EOY $2.3B
- 5500 10,371
- ASSETS 99th
- PCT 401(k)
- EIN near Wellspan 403(b) Retirement Savings Plan
- RANK ind #2776
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 Information & Media retirement plans → · Plans in Connecticut →
Gartner Inc. Savings and Investment Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $477M |
| Employer EIN | 043099750 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gartner, Inc.)
Sponsor-wide plan assets over time
All Gartner, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.7B 51.15699566577793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,873 | $1.8B |
| 2023 | 1 | 10,371 | $2.3B |
| 2024 | 1 | 10,650 | $2.7B |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Scale composition for Gartner Inc. Savings and Investment Plan
Gartner Inc. Savings and Investment Plan reports $2.3B in end-of-year assets across 10,371 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $217,918 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2023 was $477M.
This plan identity (EIN 043099750, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.8B to $2.7B (+51.2%) while covered participants moved from 8,873 to 10,650 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,873 | $1.8B | Open filing |
| 2023 | 10,371 | $2.3B | This page |
| 2024 · index core | 10,650 | $2.7B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Gartner Inc. Savings and Investment Plan (401(k), $2.7B, 10,650 participants)
Gartner Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Wellspan 403(b) Retirement Savings Plan in PA ($2.3B); by covered participants it is Bdo USA Retirement Plan in IL (10,375 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Wellspan 403(b) Retirement Savings Plan (PA) $2.3B · 21,201
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan (NE) $2.3B · 27,770
- Union Pacific Corporation Thrift Plan (NE) $2.3B · 5,470
- Old Dominion 401(k) Retirement Plan (NC) $2.3B · 24,400
Similar participant headcount
Nearest other-state filings by covered participants (10,371 participants); asset peers above are excluded.
- Bdo USA Retirement Plan (IL) 10,375 · 4 off
- Travel + Leisure Co. Employee Savings Plan (FL) 10,364 · 7 off
- The Goodyear Tire & Rubber Company Employee Savings Plan for Salaried Employees (OH) 10,387 · 16 off
- Aaron's 401(k) Retirement Plan (GA) 10,353 · 18 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.