401(k) · DOL Form 5500 · 2023

Gelfand, Rennert & Feldman, LLC 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
587
Participants Below avg headcount
89th
Percentile by assets National rank
$133,071
Avg per participant Near avg balance/head
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Official DOL plan name: Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan · Sponsored by Gelfand, Rennert & Feldman, LLC · California · Professional & Technical Services

$78M in assets, 587 participants

Gelfand, Rennert & Feldman, LLC's Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan reported $78M in total assets and 587 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.

  • #18,445 in Professional & Technical Services (20,321 peers)

Where Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan sits by assets

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $78M for 587 participants (~$133,071/participant), up 22.6% in 2023.

#18,445
in Professional & Technical Services (20,321 peers)
+22.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan's outsized position by total assets

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan vs every filed plan by assets

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

$78,112,563 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

Gelfand, Rennert & Feldman 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. Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan sits mid-pack in the medium band (587 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan end-of-year assets rose from $64M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan reported participants fell from 639 in the plan year 2022 filing to 587 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 815179315 · Gelfand, Rennert & Feldman, LLC PY 2023 · 401(k)

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan · $78M · 587 · 89th

  • PCT $78M
  • EIN 587
  • RANK 89th
  • PHOTO 401(k)
  • IND near State Industrial Products Savings and Investment Plan and Trust
  • EOY ind #18445

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 California →

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan in the asset neighbourhood

Multivac, Inc. Profit Sharing 401(k) PlanMultivac, Inc. Profit Sharin…$78MGelfand, Rennert & Feldman 401(k) Profit Sharing PlanGelfand, Rennert & Feldman 4…$78MState Industrial Products Savings and Investment Plan and TrustState Industrial Products Sa…$78MRetirement Savings Value Plan$78MDtn 401(k) Plan$78M
End-of-year total assets ($M) among Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$78M
Net Income$14M
Employer EIN815179315
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gelfand, Rennert & Feldman, LLC)

Sponsor-wide plan assets over time

All Gelfand, Rennert & Feldman, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$105M 42.06794905845834% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74.2M $105M ▲ +42.1%
Year Plans Participants Total Assets
2022 2 928 $74M
2023 2 907 $91M
2024 2 994 $105M

Nearby 401(k) Plans in California

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

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan, Total assets ($B): 0.078112563 · Participants: 587Gelfand, Rennert & Feldman 401(k) Profit Sharing 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
Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is State Industrial Products Savings and Investment Plan and Trust in OH ($78M); by covered participants it is Cec 401(k) Retirement Plan in TX (587 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (587 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 Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan assets move in 2023? ▼
Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan grew sharply - up 22.6% during 2023, from $64M to $78M. Reported net income was $14M.
How have Gelfand, Rennert & Feldman, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gelfand, Rennert & Feldman, LLC's sponsor-wide assets grew 42.1%, from $74M to $105M.
Where does Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gelfand, Rennert & Feldman 401(k) Profit Sharing 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 Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is State Industrial Products Savings and Investment Plan and Trust in OH ($78M, 538 participants).
Which 401(k) plans cover a similar participant headcount to Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cec 401(k) Retirement Plan in TX (587 participants, $13M 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 815179315.

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.