401(k) · DOL Form 5500 · 2023

Gates, Hudson & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
665
Participants Below avg headcount
74th
Percentile by assets National rank
$31,938
Avg per participant Low balance/head
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Official DOL plan name: Gates, Hudson & Associates Employee 401(k) Plan · Sponsored by Gates, Hudson & Associates, Inc. · Virginia · Real Estate

$21M in assets, 665 participants

Gates, Hudson & Associates, Inc.'s Gates, Hudson & Associates Employee 401(k) Plan reported $21M in total assets and 665 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,149 in Real Estate (4,727 peers)

2023 asset change

Gates, Hudson & Associates Employee 401(k) Plan pulled back noticeably 10.6% in 2023 ($24M → $21M) for 665 participants.

#4,149
in Real Estate (4,727 peers)
-10.6%
assets change YoY

Gates, Hudson & Associates Employee 401(k) Plan's outsized position by total assets

Gates, Hudson & Associates Employee 401(k) Plan vs every filed plan by assets

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

$21,238,443 Top 26% higher than 74% 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

Gates, Hudson & Associates Employee 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. Gates, Hudson & Associates Employee 401(k) Plan sits mid-pack in the medium band (665 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gates, Hudson & Associates Employee 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Gates, Hudson & Associates Employee 401(k) Plan end-of-year assets fell from $24M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Gates, Hudson & Associates Employee 401(k) Plan reported participants fell from 705 in the plan year 2022 filing to 665 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 541150334 · Gates, Hudson & Associates, Inc. PY 2023 · 401(k)

Gates, Hudson & Associates Employee 401(k) Plan · $21M · 665 · 74th

  • IND $21M
  • IND 665
  • IND 74th
  • IND 401(k)
  • IND near Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan
  • IND ind #4149

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 Real Estate retirement plans → · Plans in Virginia →

Gates, Hudson & Associates Employee 401(k) Plan in the asset neighbourhood

Gates, Hudson & Associates Employee 401(k) PlanGates, Hudson & Associates E…$21MZarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing PlanZarwin, Baum, Devito, Kaplan…$21MGreenfield Savings Bank 401(k) PlanGreenfield Savings Bank 401(…$21MPeoples Bank 401(k) and ESOP PlanPeoples Bank 401(k) and ESOP…$21MPai Industries, Inc. 401(k) Profit Sharing PlanPai Industries, Inc. 401(k) …$21M
End-of-year total assets ($M) among Gates, Hudson & Associates Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gates, Hudson & Associates, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Gates, Hudson & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 2.099603734933795% vs 2022
2024 filing year
$20M$21M$22M$23M$24M$25M 202220232024 $23.8M $24.3M ▲ +2.1%
Year Plans Participants Total Assets
2022 1 705 $24M
2023 1 665 $21M
2024 1 573 $24M

2023 asset-move particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN541150334
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Gates, Hudson & Associates Employee 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Gates, Hudson & Associates Employee 401(k) Plan, Total assets ($B): 0.021238443 · Participants: 665Gates, Hudson & Associates Employee 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Gates, Hudson & Associates Employee 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Gates, Hudson & Associates Employee 401(k) Plan side-by-side with 3 peers →

Gates, Hudson & Associates Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan in PA ($21M); by covered participants it is Grand Itasca Clinic & Hospital 401(k) Plan and Trust in MN (665 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (665 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 Gates, Hudson & Associates Employee 401(k) Plan assets move in 2023? ▼
Gates, Hudson & Associates Employee 401(k) Plan pulled back noticeably - down 10.6% during 2023, from $24M to $21M. Reported net income was $3M.
How have Gates, Hudson & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gates, Hudson & Associates, Inc.'s sponsor-wide assets grew 2.1%, from $24M to $24M.
Which 401(k) plans are similar in size to Gates, Hudson & Associates Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan in PA ($21M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Gates, Hudson & Associates Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grand Itasca Clinic & Hospital 401(k) Plan and Trust in MN (665 participants, $99M 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 541150334.

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.