401(k) · DOL Form 5500 · 2023

Journey Via Gurney, LLC 401(k) Plan

Data updated 2026-08-25

$691K
Total assets Small plan by assets
38
Participants Small participant base
21st
Percentile by assets National rank
$18,183
Avg per participant Low balance/head
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Official DOL plan name: Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Journey Via Gurney, LLC · California · Transportation & Warehousing

$691K in assets, 38 participants

Journey Via Gurney, LLC's Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust reported $691K in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #709 in Transportation & Warehousing (3,362 peers)

Journey Via Gurney, LLC multi-year trail

Journey Via Gurney, LLC's plans moved +113.8% in assets from 2022 to 2024; this filing shows Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust at $691K / 38 participants.

#709
in Transportation & Warehousing (3,362 peers)
+60.5%
assets growth YoY

Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$690,940 21st percentile higher than 21% 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

Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $63K in the plan year 2022 filing to $260K in the plan year 2023 filing.
  • Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $431K in the plan year 2022 filing to $691K in the plan year 2023 filing.
  • Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 35 in the plan year 2022 filing to 38 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463107074 · Journey Via Gurney, LLC PY 2023 · 401(k)

Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust · $691K · 38 · 21st

  • PHOTO $691K
  • PHOTO 38
  • PHOTO 21st
  • PHOTO 401(k)
  • PHOTO near Shoreline 401(k) Trust
  • PHOTO ind #709

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 Transportation & Warehousing retirement plans → · Plans in California →

Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Journey Via Gurney LLC 401(k) Profit Sharing Plan and TrustJourney Via Gurney LLC 401(k…$691KShoreline 401(k) Trust$691KPalekar Family Medical Services PC, Profit Sharing PlanPalekar Family Medical Servi…$691KDanute E. Abriani, Dds, Inc. 401(k) PlanDanute E. Abriani, Dds, Inc.…$691KTosaf Inc 401(k) Profit Sharing Plan & TrustTosaf Inc 401(k) Profit Shar…$691K
End-of-year total assets ($M) among Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Journey Via Gurney, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Journey Via Gurney, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$920K 113.79168582856028% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.43M $0.92M ▲ +114.0%
Year Plans Participants Total Assets
2022 1 35 $431K
2023 1 38 $691K
2024 1 123 $920K

Journey Via Gurney, LLC filing trail (2023)

Total Assets (Beginning of Year)$431K
Net Assets (End of Year)$691K
Net Income$260K
Employer EIN463107074
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.00069094 · Participants: 38Journey Via Gurney LLC 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Shoreline 401(k) Trust in FL ($691K); by covered participants it is Coral Color Process, Ltd 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($691K here).

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust surged - up 60.5% during 2023, from $431K to $691K. Reported net income was $260K.
How have Journey Via Gurney, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Journey Via Gurney, LLC's sponsor-wide assets grew 113.8%, from $431K to $920K.
Where does Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Shoreline 401(k) Trust in FL ($691K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coral Color Process, Ltd 401(k) Plan in NY (38 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 463107074.

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.