401(k) · DOL Form 5500 · 2023

The Gersh Agency 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
247
Participants Below avg headcount
78th
Percentile by assets National rank
$111,024
Avg per participant Below avg balance/head
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Official DOL plan name: Gersh Agency 401(k) Plan · Sponsored by The Gersh Agency · California · Arts, Entertainment & Recreation

$27M in assets, 247 participants

The Gersh Agency's Gersh Agency 401(k) Plan reported $27M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,548 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

Gersh Agency 401(k) Plan covers 247 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $27M.

#2,548
in Arts, Entertainment & Recreation (2,945 peers)
+14.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gersh Agency 401(k) Plan's outsized position by total assets

Gersh Agency 401(k) Plan vs every filed plan by assets

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

$27,423,031 Top 22% higher than 78% 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

Gersh Agency 401(k) 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. Gersh Agency 401(k) Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gersh Agency 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Gersh Agency 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Gersh Agency 401(k) Plan reported participants rose from 226 in the plan year 2022 filing to 247 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951656028 · The Gersh Agency PY 2023 · 401(k)

Gersh Agency 401(k) Plan · $27M · 247 · 78th

  • SCH $27M
  • SCH 247
  • SCH 78th
  • SCH 401(k)
  • SCH near Keeley Construction Group, Inc. 401(k) Profit Sharing Plan
  • SCH ind #2548

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Gersh Agency 401(k) Plan in the asset neighbourhood

Keeley Construction Group, Inc. 401(k) Profit Sharing PlanKeeley Construction Group, I…$27MAbercrombie & Kent USA, LLC 401(k) Savings & Benefit PlanAbercrombie & Kent USA, LLC …$27MExhibit Works, Inc. Salaried Employees Savings PlanExhibit Works, Inc. Salaried…$27MPope Group 401(k) Profit Sharing PlanPope Group 401(k) Profit Sha…$27MGersh Agency 401(k) Plan$27M
End-of-year total assets ($M) among Gersh Agency 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN951656028
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Gersh Agency)

Sponsor-wide plan assets over time

All The Gersh Agency plans reported in each filing year

Latest sponsor-wide plan assets
$30M 25.84873070865251% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.1M $30.3M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 226 $24M
2023 1 247 $27M
2024 1 228 $30M

Nearby 401(k) Plans in California

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

Gersh Agency 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Gersh Agency 401(k) Plan, Total assets ($B): 0.027423031 · Participants: 247Gersh Agency 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Gersh Agency 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Gersh Agency 401(k) Plan side-by-side with 3 peers →

Gersh Agency 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Keeley Construction Group, Inc. 401(k) Profit Sharing Plan in MO ($27M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Gersh Agency 401(k) Plan assets move in 2023? ▼
Gersh Agency 401(k) Plan grew at a solid clip - up 14.0% during 2023, from $24M to $27M. Reported net income was $3M.
How have The Gersh Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Gersh Agency's sponsor-wide assets grew 25.8%, from $24M to $30M.
Where does Gersh Agency 401(k) Plan rank by assets among Form 5500 filers? ▼
Gersh Agency 401(k) Plan ranks in the 78th 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 Gersh Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keeley Construction Group, Inc. 401(k) Profit Sharing Plan in MO ($27M, 507 participants).
Which 401(k) plans cover a similar participant headcount to Gersh Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Home Care, LLC 401(k) Plan in MA (247 participants, N/A 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 951656028.

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.