401(k) · DOL Form 5500 · 2023
Gee Whiz II, LLC. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 557
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $15,806
- Avg per participant Low balance/head
Official DOL plan name: Auvil Fruit 401(k) Plan · Sponsored by Gee Whiz II, LLC. · Washington · Agriculture, Forestry & Fishing
$9M in assets, 557 participants
Gee Whiz II, LLC.'s Auvil Fruit 401(k) Plan reported $9M in total assets and 557 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #777 in Agriculture, Forestry & Fishing (1,288 peers)
Coverage in Washington
Auvil Fruit 401(k) Plan covers 557 participants in Washington, about 38% of the average Washington filer (state average ~1,476 per filing). Assets: $9M.
- #777
- in Agriculture, Forestry & Fishing (1,288 peers)
- +26.8%
- assets growth YoY
Auvil Fruit 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
Auvil Fruit 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,803,827 Top 44% higher than 56% 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
Auvil Fruit 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. Auvil Fruit 401(k) Plan sits mid-pack in the medium band (557 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Auvil Fruit 401(k) Plan reported net income rose from -$751K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Auvil Fruit 401(k) Plan reported participants fell from 1,069 in the plan year 2022 filing to 557 in the plan year 2023 filing.
- Auvil Fruit 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 842651299 · Gee Whiz II, LLC. PY 2023 · 401(k)
Auvil Fruit 401(k) Plan · $9M · 557 · 56th
- SCH $9M
- EBSA 557
- PART 56th
- TYPE 401(k)
- NET near Savana, Inc. 401(k) Retirement Plan
- BOOK ind #777
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Washington →
Auvil Fruit 401(k) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 842651299 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gee Whiz II, LLC.)
Sponsor-wide plan assets over time
All Gee Whiz II, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 18.905984875765213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,069 | $7M |
| 2023 | 1 | 557 | $9M |
| 2024 | 1 | 691 | $8M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Auvil Fruit 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Savana, Inc. 401(k) Retirement Plan in PA ($9M); by covered participants it is Penn Asian Senior Services 401(k) Profit Sharing Plan and T in PA (557 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (557 participants); asset peers above are excluded.
- Penn Asian Senior Services 401(k) Profit Sharing Plan and T (PA) 557 · 0 off
- Multi-Plastics, Inc. Savings & Retirement Plan (OH) 557 · 0 off
- Epic Fitness Group Retirement Plan (MI) 557 · 0 off
- Allegiance Bank 401(k) & Profit Sharing Plan (TX) 557 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.