401(k) · DOL Form 5500 · 2023
Gerson Lehrman Group 401(k) Plan
Data updated 2026-08-25
- $145M
- Total assets Near avg plan size
- 1,373
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $105,687
- Avg per participant Below avg balance/head
Official DOL plan name: Gerson Lehrman Group Inc Plan · Sponsored by Gerson Lehrman Group · New York · Information & Media
$145M in assets, 1,373 participants
Gerson Lehrman Group's Gerson Lehrman Group Inc Plan reported $145M in total assets and 1,373 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #2,535 in Information & Media (2,818 peers)
Where Gerson Lehrman Group Inc Plan sits by assets
Gerson Lehrman Group Inc Plan sits in the top 10% of all filed plans by assets, $145M for 1,373 participants (~$105,687/participant), up 28.1% in 2023.
- #2,535
- in Information & Media (2,818 peers)
- +28.1%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Gerson Lehrman Group Inc Plan's outsized position by total assets
Gerson Lehrman Group Inc Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$145,107,882 Top 7% higher than 93% 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
Gerson Lehrman Group Inc Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gerson Lehrman Group Inc Plan lands in the large band (1,373 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gerson Lehrman Group Inc Plan reported net income rose from -$21M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Gerson Lehrman Group Inc Plan end-of-year assets rose from $113M in the plan year 2022 filing to $145M in the plan year 2023 filing.
DOL schedule card
Filing strip 134101226 · Gerson Lehrman Group PY 2023 · 401(k)
Gerson Lehrman Group Inc Plan · $145M · 1,373 · 93rd
- EBSA $145M
- PART 1,373
- TYPE 93rd
- NET 401(k)
- BOOK near Fairfield 401(k) Plan
- VS-ST ind #2535
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 Information & Media retirement plans → · Plans in New York →
Gerson Lehrman Group Inc Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $145M |
| Net Income | $32M |
| Employer EIN | 134101226 |
| Plan Effective Date | 2000-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gerson Lehrman Group)
Sponsor-wide plan assets over time
All Gerson Lehrman Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $168M 47.93540272437886% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,378 | $113M |
| 2023 | 1 | 1,373 | $145M |
| 2024 | 1 | 1,169 | $168M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Gerson Lehrman Group Inc Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Fairfield 401(k) Plan in CA ($145M); by covered participants it is Wideopenwest 401(k) Plan in CO (1,373 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($145M here).
- Fairfield 401(k) Plan (CA) $145M · 1,326
- Ts Tech 401(k) Savings Plan (OH) $145M · 2,927
- Thornburg Investment Management, Incorporated 401(k) Plan (NM) $145M · 244
- Crow Holdings Retirement Savings Plan (TX) $145M · 621
Similar participant headcount
Nearest other-state filings by covered participants (1,373 participants); asset peers above are excluded.
- Wideopenwest 401(k) Plan (CO) 1,373 · 0 off
- Caremax, Inc. 401(k) Plan (FL) 1,373 · 0 off
- Fashion Nova, Inc. 401(k) Plan & Trust (CA) 1,373 · 0 off
- Lmi Aerospace, Inc. Profit Sharing and Savings Plan and Trust (MO) 1,373 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.