401(k) · DOL Form 5500 · 2023

Gross, Mendelsohn & Associates, PA 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
126
Participants Small participant base
83rd
Percentile by assets National rank
$324,785
Avg per participant High balance/head
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Official DOL plan name: Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan · Sponsored by Gross, Mendelsohn & Associates, PA · Maryland · Professional & Technical Services

$41M in assets, 126 participants

Gross, Mendelsohn & Associates, PA's Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan reported $41M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,092 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan covers 126 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $41M.

#17,092
in Professional & Technical Services (20,321 peers)
+19.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan's outsized position by total assets

Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan vs every filed plan by assets

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

$40,922,939 Top 17% higher than 83% 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

Gross Mendelsohn & Associates PA 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. Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan reported participants rose from 112 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 520982413 · Gross, Mendelsohn & Associates, PA PY 2023 · 401(k)

Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan · $41M · 126 · 83rd

  • PART $41M
  • TYPE 126
  • NET 83rd
  • BOOK 401(k)
  • VS-ST near Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan
  • BOY ind #17092

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan in the asset neighbourhood

Anchor Packaging Employees' 401(k) Retirement PlanAnchor Packaging Employees' …$41MFrequency Electronics, Inc. 401(k) Savings PlanFrequency Electronics, Inc. …$41MAssociates in Anesthesia, Inc. 401(k) PlanAssociates in Anesthesia, In…$41MGross Mendelsohn & Associates PA 401(k) Profit Sharing PlanGross Mendelsohn & Associate…$41MTpg Planning & Design, LLC Profit Sharing and 401(k) Retirement PlanTpg Planning & Design, LLC P…$41M
End-of-year total assets ($M) among Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN520982413
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gross, Mendelsohn & Associates, PA)

Sponsor-wide plan assets over time

All Gross, Mendelsohn & Associates, PA plans reported in each filing year

Latest sponsor-wide plan assets
$48M 38.16972235326271% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.4M $47.5M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 112 $34M
2023 1 126 $41M
2024 1 135 $48M

Nearby 401(k) Plans in Maryland

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

Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan, Total assets ($B): 0.040922939 · Participants: 126Gross Mendelsohn & Associates PA 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan in NY ($41M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan assets move in 2023? ▼
Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan grew sharply - up 19.0% during 2023, from $34M to $41M. Reported net income was $7M.
How have Gross, Mendelsohn & Associates, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gross, Mendelsohn & Associates, PA's sponsor-wide assets grew 38.2%, from $34M to $48M.
Where does Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan ranks in the 83rd 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 Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan in NY ($41M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 520982413.

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.