401(k) · DOL Form 5500 · 2023

Gerald Metals LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
74
Participants Small participant base
81st
Percentile by assets National rank
$464,231
Avg per participant High balance/head
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Official DOL plan name: Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan · Sponsored by Gerald Metals LLC · Connecticut · Finance & Insurance

$34M in assets, 74 participants

Gerald Metals LLC's Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan reported $34M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,312 in Finance & Insurance (8,869 peers)

Where Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan sits by assets

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $34M for 74 participants (~$464,231/participant), up 17.0% in 2023.

#6,312
in Finance & Insurance (8,869 peers)
+17.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan's outsized position by total assets

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan vs every filed plan by assets

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

$34,353,110 Top 19% higher than 81% 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

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan reported participants rose from 65 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131961269 · Gerald Metals LLC PY 2023 · 401(k)

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan · $34M · 74 · 81st

  • NET $34M
  • NET 74
  • NET 81st
  • NET 401(k)
  • NET near Paulson & Co., Inc. 401(k) Plan
  • NET ind #6312

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan in the asset neighbourhood

Directors Guild of America, Inc. Employees' Savings and Investment PlanDirectors Guild of America, …$34MGerald Metals LLC & Subsidiaries 401(k) Profit Sharing PlanGerald Metals LLC & Subsidia…$34MPaulson & Co., Inc. 401(k) PlanPaulson & Co., Inc. 401(k) P…$34MValley Pacific Petroleum Services Inc. 401(k) PlanValley Pacific Petroleum Ser…$34MAdvocare International, LLC 401(k) PlanAdvocare International, LLC …$34M
End-of-year total assets ($M) among Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN131961269
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gerald Metals LLC)

Sponsor-wide plan assets over time

All Gerald Metals LLC plans reported in each filing year

Latest sponsor-wide plan assets
$42M 41.54927380674346% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.4M $41.6M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 65 $29M
2023 1 74 $34M
2024 1 77 $42M

Nearby 401(k) Plans in Connecticut

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

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan, Total assets ($B): 0.03435311 · Participants: 74Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Paulson & Co., Inc. 401(k) Plan in NY ($34M); by covered participants it is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan assets move in 2023? ▼
Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan grew sharply - up 17.0% during 2023, from $29M to $34M. Reported net income was $5M.
How have Gerald Metals LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerald Metals LLC's sponsor-wide assets grew 41.5%, from $29M to $42M.
Where does Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paulson & Co., Inc. 401(k) Plan in NY ($34M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants, $37K 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 131961269.

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.