401(k) · DOL Form 5500 · 2023

Gellert Global Group 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
1,499
Participants Near avg headcount
89th
Percentile by assets National rank
$48,356
Avg per participant Low balance/head
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Official DOL plan name: Gellert Global Group Retirement Plan · Sponsored by Gellert Global Group · New Jersey · Wholesale Trade

$72M in assets, 1,499 participants

Gellert Global Group's Gellert Global Group Retirement Plan reported $72M in total assets and 1,499 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #5,713 in Wholesale Trade (6,309 peers)

Where Gellert Global Group Retirement Plan sits by assets

Gellert Global Group Retirement Plan sits in the top quartile of all filed plans by assets, $72M for 1,499 participants (~$48,356/participant), up 17.5% in 2023.

#5,713
in Wholesale Trade (6,309 peers)
+17.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Gellert Global Group Retirement Plan's outsized position by total assets

Gellert Global Group Retirement Plan vs every filed plan by assets

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

$72,485,408 Top 11% higher than 89% 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

Gellert Global Group Retirement 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. Gellert Global Group Retirement Plan lands in the large band (1,499 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gellert Global Group Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Gellert Global Group Retirement Plan end-of-year assets rose from $62M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • Gellert Global Group Retirement Plan reported participants rose from 1,454 in the plan year 2022 filing to 1,499 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260722578 · Gellert Global Group PY 2023 · 401(k)

Gellert Global Group Retirement Plan · $72M · 1,499 · 89th

  • IND $72M
  • IND 1,499
  • IND 89th
  • IND 401(k)
  • IND near Grain Millers, Inc. Retirement Savings Plan
  • IND ind #5713

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Gellert Global Group Retirement Plan in the asset neighbourhood

G6 Hospitality LLC 401(k) Savings PlanG6 Hospitality LLC 401(k) Sa…$73MGellert Global Group Retirement PlanGellert Global Group Retirem…$72M99 Cents Only Stores LLC 401(k) Plan99 Cents Only Stores LLC 401…$72MGrain Millers, Inc. Retirement Savings PlanGrain Millers, Inc. Retireme…$72MNational Insurance Crime Bureau Employee Saving PlanNational Insurance Crime Bur…$72M
End-of-year total assets ($M) among Gellert Global Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$72M
Net Income$11M
Employer EIN260722578
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gellert Global Group)

Sponsor-wide plan assets over time

All Gellert Global Group plans reported in each filing year

Latest sponsor-wide plan assets
$85M 38.29476661351911% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.7M $85.3M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 1,454 $62M
2023 1 1,499 $72M
2024 1 1,686 $85M

Nearby 401(k) Plans in New Jersey

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

Gellert Global Group Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Gellert Global Group Retirement Plan, Total assets ($B): 0.072485408 · Participants: 1499Gellert Global Group Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Gellert Global Group Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Gellert Global Group Retirement Plan side-by-side with 3 peers →

Gellert Global Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Grain Millers, Inc. Retirement Savings Plan in MN ($72M); by covered participants it is Front Burner Employee 401(k) Plan in TX (1,500 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,499 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 Gellert Global Group Retirement Plan assets move in 2023? ▼
Gellert Global Group Retirement Plan grew sharply - up 17.5% during 2023, from $62M to $72M. Reported net income was $11M.
How have Gellert Global Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gellert Global Group's sponsor-wide assets grew 38.3%, from $62M to $85M.
Where does Gellert Global Group Retirement Plan rank by assets among Form 5500 filers? ▼
Gellert Global Group Retirement Plan ranks in the 89th 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 Gellert Global Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grain Millers, Inc. Retirement Savings Plan in MN ($72M, 679 participants).
Which 401(k) plans cover a similar participant headcount to Gellert Global Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Front Burner Employee 401(k) Plan in TX (1,500 participants, $412K 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 260722578.

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.