401(k) · DOL Form 5500 · 2023

Ghertner & Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
163
Participants Small participant base
54th
Percentile by assets National rank
$48,594
Avg per participant Low balance/head
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Official DOL plan name: Ghertner & Company 401(k) Profit Sharing Plan · Sponsored by Ghertner & Company · Tennessee · Real Estate

$8M in assets, 163 participants

Ghertner & Company's Ghertner & Company 401(k) Profit Sharing Plan reported $8M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,404 in Real Estate (4,727 peers)

Coverage in Tennessee

Ghertner & Company 401(k) Profit Sharing Plan covers 163 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.

#3,404
in Real Estate (4,727 peers)
+13.5%
assets growth YoY

Ghertner & Company 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Ghertner & Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,920,808 Top 46% higher than 54% 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

Ghertner & Company 401(k) Profit Sharing 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. Ghertner & Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ghertner & Company 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $944K in the plan year 2023 filing.
  • Ghertner & Company 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ghertner & Company 401(k) Profit Sharing Plan reported participants rose from 152 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 620990117 · Ghertner & Company PY 2023 · 401(k)

Ghertner & Company 401(k) Profit Sharing Plan · $8M · 163 · 54th

  • BOY $8M
  • BOY 163
  • BOY 54th
  • BOY 401(k)
  • BOY near Codeworks, LLC 401(k) Retirement Savings Plan
  • BOY ind #3404

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 Tennessee →

Ghertner & Company 401(k) Profit Sharing Plan in the asset neighbourhood

Ghertner & Company 401(k) Profit Sharing PlanGhertner & Company 401(k) Pr…$8MCodeworks, LLC 401(k) Retirement Savings PlanCodeworks, LLC 401(k) Retire…$8MWahoo Fitness Retirement TrustWahoo Fitness Retirement Tru…$8MJewish Federation of Southern New Jersey 401(k) PlanJewish Federation of Souther…$8MUnited Service Companies 401(k) PlanUnited Service Companies 401…$8M
End-of-year total assets ($M) among Ghertner & Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$944K
Employer EIN620990117
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ghertner & Company)

Sponsor-wide plan assets over time

All Ghertner & Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.739259485196039% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.98M $7.52M ▲ +7.7%
Year Plans Participants Total Assets
2022 1 152 $7M
2023 1 163 $8M
2024 1 168 $8M

Nearby 401(k) Plans in Tennessee

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

Ghertner & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Ghertner & Company 401(k) Profit Sharing Plan, Total assets ($B): 0.007920808 · Participants: 163Ghertner & Company 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Ghertner & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Ghertner & Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ghertner & Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Codeworks, LLC 401(k) Retirement Savings Plan in WI ($8M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Ghertner & Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Ghertner & Company 401(k) Profit Sharing Plan grew at a solid clip - up 13.5% during 2023, from $7M to $8M. Reported net income was $944K.
How have Ghertner & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ghertner & Company's sponsor-wide assets grew 7.7%, from $7M to $8M.
Which 401(k) plans are similar in size to Ghertner & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Codeworks, LLC 401(k) Retirement Savings Plan in WI ($8M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Ghertner & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 620990117.

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.