Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Gerson Lehrman Group Inc Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Gerson Lehrman Group · New York · Information & Media

What the 2023 filing shows

Gerson Lehrman Group Inc Plan holds $145M for 1,373 participants — about $105,687 per participant, up 28.1% over the 2023 plan year.

$145M
total plan assets (2023 EOY)
1,373
covered participants
$105,687
avg assets per participant
+28.1%
assets growth YoY
Total Assets (2023)
$145M
Participants
1,373
State
Industry
Information & Media

What the Filing Says About Gerson Lehrman Group Inc Plan

Gerson Lehrman Group Inc Plan is a Profit Sharing retirement plan sponsored by Gerson Lehrman Group, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $145M in total end-of-year assets and covers 1,373 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 134101226, and the plan has been effective since 2000-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $113M at the beginning of 2023 to $145M at year-end — a gain of 28.1%. Net assets (after liabilities) closed the year at $145M, with reported net income of $32M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$113M
Total Assets (End of Year)$145M
Net Assets (End of Year)$145M
Net Income$32M
Plan TypeProfit Sharing
Employer EIN134101226
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gerson Lehrman Group)

Year Plans Participants Total Assets
2022 1 1,378 $113M
2023 1 1,373 $145M
2024 1 1,169 $168M

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Frequently Asked Questions

How much money is in the Gerson Lehrman Group Inc Plan?
As of the 2023 Form 5500 filing, Gerson Lehrman Group Inc Plan holds $145M in total assets with 1,373 participants. It is sponsored by Gerson Lehrman Group.
What type of plan is Gerson Lehrman Group Inc Plan?
Gerson Lehrman Group Inc Plan is a Profit Sharing plan. It has been effective since 2000-08-01. The plan is filed with the U.S. Department of Labor under EIN 134101226.
Who sponsors the Gerson Lehrman Group Inc Plan?
Gerson Lehrman Group Inc Plan is sponsored by Gerson Lehrman Group, located in New York. The sponsor's EIN is 134101226 and the plan operates in the Information & Media industry.
How did Gerson Lehrman Group Inc Plan perform in 2023?
Gerson Lehrman Group Inc Plan grew by 28.1% during 2023, moving from $113M to $145M in total assets. Net income was $32M.
Where can I find official filings for Gerson Lehrman Group Inc Plan?
Official Form 5500 filings for Gerson Lehrman Group Inc Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 134101226 or plan name at efast.dol.gov.
How does Gerson Lehrman Group Inc Plan compare to other plans?
You can compare Gerson Lehrman Group Inc Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 134101226.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.