401(k) · DOL Form 5500 · 2023
The Gilbert Family Foundation 401(k) Plan
Data updated 2026-08-25
- $559K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $55,871
- Avg per participant Low balance/head
Official DOL plan name: The Gilbert Family Foundation 401(k) Retirement Plan · Sponsored by The Gilbert Family Foundation · Michigan · Other Services
$559K in assets, 10 participants
The Gilbert Family Foundation's The Gilbert Family Foundation 401(k) Retirement Plan reported $559K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #3,164 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, The Gilbert Family Foundation 401(k) Retirement Plan ranks #3,164 of 7,857 2023 filers by assets (3592% of the sector average)-$559K for 10 participants.
- #3,164
- in Other Services (7,857 peers)
- +32.7%
- assets growth YoY
The Gilbert Family Foundation 401(k) Retirement Plan among the smaller filed plans by assets
The Gilbert Family Foundation 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$558,705 19th percentile higher than 19% 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 Gilbert Family Foundation 401(k) Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Gilbert Family Foundation 401(k) Retirement Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Gilbert Family Foundation 401(k) Retirement Plan reported net income rose from $26K in the plan year 2022 filing to $138K in the plan year 2023 filing.
- The Gilbert Family Foundation 401(k) Retirement Plan reported participants rose from 7 in the plan year 2022 filing to 10 in the plan year 2023 filing.
- The Gilbert Family Foundation 401(k) Retirement Plan end-of-year assets rose from $421K in the plan year 2022 filing to $559K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 357294609 · The Gilbert Family Foundation PY 2023 · 401(k)
The Gilbert Family Foundation 401(k) Retirement Plan · $559K · 10 · 19th
- SCH $559K
- SCH 10
- SCH 19th
- SCH 401(k)
- SCH near Bellalu Corporation 401(k) Profit Sharing Plan
- SCH ind #3164
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 Other Services retirement plans → · Plans in Michigan →
The Gilbert Family Foundation 401(k) Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $421K |
|---|---|
| Net Assets (End of Year) | $559K |
| Net Income | $138K |
| Employer EIN | 357294609 |
| Plan Effective Date | 2022-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Gilbert Family Foundation)
Sponsor-wide plan assets over time
All The Gilbert Family Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $775K 84.02527976430896% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $421K |
| 2023 | 1 | 10 | $559K |
| 2024 | 1 | 13 | $775K |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
The Gilbert Family Foundation 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Bellalu Corporation 401(k) Profit Sharing Plan in PA ($559K); by covered participants it is Jacobson Capital, Inc. 401(k) and Profit Sharing Plan in NC (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($559K here).
- Bellalu Corporation 401(k) Profit Sharing Plan (PA) $559K · 4
- R.D. Pearson, Inc. 401(k) Plan (PA) $558K · 9
- Bobcat North America, LLC (FL) $558K · 328
- Br3 Enterprises, Inc. 401(k) Plan (MO) $559K · 5
Similar participant headcount
Nearest other-state filings by covered participants (10 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.