401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$210M
Total assets
466
Participants
95th
Percentile by assets
$450,773
Avg per participant
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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.

  • 95th percentile by assets (of 127,072 plans)
  • #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.

$210M
total plan assets (2023 EOY)
466
covered participants
95th
percentile by assets (of 127,072 plans)
$450,773
avg assets per participant

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 →

Gunster Retirement Savings Plan vs the 2023 asset distribution

By assets, Gunster Retirement Savings Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

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.)

$150M$200M$250M$300M 202220232024 $192M $263M ▲ +36.7%
Total plan assets by year, all Gunster, Yoakley & Stewart, P.a. plans on file
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

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 S…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Trinet 401(k) PlanPublix Super Markets…
Gunster Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Gunster Retirement Savings Plan by total assets, not by location.

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).

Scale reading

Ways to act on Gunster Retirement Savings Plan's numbers.