401(k) · DOL Form 5500 · 2023
The Garrett Companies 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 239
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $32,342
- Avg per participant Low balance/head
Official DOL plan name: The Garrett Companies 401(k) Plan · Sponsored by The Garrett Companies · Indiana · Real Estate
$8M in assets, 239 participants
The Garrett Companies's The Garrett Companies 401(k) Plan reported $8M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #3,381 in Real Estate (4,727 peers)
Coverage in Indiana
The Garrett Companies 401(k) Plan covers 239 participants in Indiana, about 44% of the average Indiana filer (state average ~541 per filing). Assets: $8M.
- #3,381
- in Real Estate (4,727 peers)
- +49.8%
- assets growth YoY
The Garrett Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers
The Garrett Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,729,625 Top 47% higher than 53% 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
The Garrett Companies 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. The Garrett Companies 401(k) Plan sits mid-pack in the medium band (239 participants).
DOL schedule card
Filing strip 465670071 · The Garrett Companies PY 2023 · 401(k)
The Garrett Companies 401(k) Plan · $8M · 239 · 53rd
- IND $8M
- IND 239
- IND 53rd
- IND 401(k)
- IND near Csa Retirement Plan
- IND ind #3381
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 Indiana →
The Garrett Companies 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $3M |
| Employer EIN | 465670071 |
| Plan Effective Date | 2020-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Garrett Companies)
Sponsor-wide plan assets over time
All The Garrett Companies plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 125.11779048041308% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 195 | $5M |
| 2023 | 1 | 239 | $8M |
| 2024 | 1 | 276 | $12M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
The Garrett Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Csa Retirement Plan in NV ($8M); by covered participants it is Bryan Heart Retirement Savings Plan in NE (239 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (239 participants); asset peers above are excluded.
- Bryan Heart Retirement Savings Plan (NE) 239 · 0 off
- Jpi Retirement Plan (TX) 239 · 0 off
- W.G. Clark Construction Co. Employee Savings and Profit Sharing Plan (WA) 239 · 0 off
- President Container Group II, LLC 401(k) Plan (NJ) 239 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.