401(k) · DOL Form 5500 · 2023

Gunster, Yoakley & Stewart, P.a. 401(k) Plan

Data updated 2026-08-25

$210M
Total assets Near avg plan size
466
Participants Below avg headcount
95th
Percentile by assets National rank
$450,773
Avg per participant High balance/head
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Official DOL plan name: Gunster Retirement Savings Plan · Sponsored by Gunster, Yoakley & Stewart, P.a. · Florida · Professional & Technical Services

$210M in assets, 466 participants

Gunster, Yoakley & Stewart, P.a.'s Gunster Retirement Savings Plan reported $210M in total assets and 466 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,528 in Professional & Technical Services (20,321 peers)

Where Gunster Retirement Savings Plan sits by assets

Gunster Retirement Savings Plan sits in the top 5% of all filed plans by assets, $210M for 466 participants (~$450,773/participant), up 16.9% in 2023.

#19,528
in Professional & Technical Services (20,321 peers)
+16.9%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Gunster Retirement Savings Plan's outsized position by total assets

Gunster Retirement Savings Plan vs every filed plan by assets

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

$210,060,303 Top 5% higher than 95% 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

Gunster Retirement Savings 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. Gunster Retirement Savings Plan sits mid-pack in the medium band (466 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gunster Retirement Savings Plan reported net income rose from -$31M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Gunster Retirement Savings Plan reported participants rose from 379 in the plan year 2022 filing to 466 in the plan year 2023 filing.
  • Gunster Retirement Savings Plan end-of-year assets rose from $180M in the plan year 2022 filing to $210M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591450702 · Gunster, Yoakley & Stewart, P.a. PY 2023 · 401(k)

Gunster Retirement Savings Plan · $210M · 466 · 95th

  • BOOK $210M
  • VS-ST 466
  • BOY 95th
  • SCH 401(k)
  • EBSA near Musculoskeletal Transplant Foundation 401(k) Profit Sharing Plan
  • PART ind #19528

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 Professional & Technical Services retirement plans → · Plans in Florida →

Gunster Retirement Savings Plan in the asset neighbourhood

Briggs & Stratton, LLC 401(k) PlanBriggs & Stratton, LLC 401(k…$210MLumileds LLC 401(k) Plan$210MMusculoskeletal Transplant Foundation 401(k) Profit Sharing PlanMusculoskeletal Transplant F…$210MVornado Realty Trust 401(k) PlanVornado Realty Trust 401(k) …$210MGunster Retirement Savings PlanGunster Retirement Savings P…$210M
End-of-year total assets ($M) among Gunster Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$180M
Net Assets (End of Year)$210M
Net Income$30M
Employer EIN591450702
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gunster, Yoakley & Stewart, P.a.)

Sponsor-wide plan assets over time

All Gunster, Yoakley & Stewart, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$263M 36.65481843511405% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $192M $263M ▲ +36.7%
Year Plans Participants Total Assets
2022 2 454 $192M
2023 2 526 $226M
2024 2 562 $263M

Nearby 401(k) Plans in Florida

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

Gunster Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Gunster Retirement Savings Plan, Total assets ($B): 0.210060303 · Participants: 466Gunster Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Gunster Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Gunster Retirement Savings Plan side-by-side with 3 peers →

Gunster Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Musculoskeletal Transplant Foundation 401(k) Profit Sharing Plan in NJ ($210M); by covered participants it is New Directions Retirement Savings Plan for Family Care Network in WA (466 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($210M here).

Similar participant headcount

Nearest other-state filings by covered participants (466 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 Gunster Retirement Savings Plan assets move in 2023? ▼
Gunster Retirement Savings Plan grew sharply - up 16.9% during 2023, from $180M to $210M. Reported net income was $30M.
How have Gunster, Yoakley & Stewart, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gunster, Yoakley & Stewart, P.a.'s sponsor-wide assets grew 36.7%, from $192M to $263M.
Where does Gunster Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Gunster Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Gunster Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Musculoskeletal Transplant Foundation 401(k) Profit Sharing Plan in NJ ($210M, 1,223 participants).
Which 401(k) plans cover a similar participant headcount to Gunster Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Directions Retirement Savings Plan for Family Care Network in WA (466 participants, $93M 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 591450702.

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.