Profit Sharing · DOL Form 5500 · 2023

A.L. Gilbert Company Profit Sharing Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
235
Participants Below avg headcount
80th
Percentile by assets National rank
$134,670
Avg per participant Near avg balance/head
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Official DOL plan name: A. L. Gilbert Company Profit Sharing & Retirement Plan · Sponsored by A.L. Gilbert Company · California · Wholesale Trade

$32M in assets, 235 participants

A.L. Gilbert Company's A. L. Gilbert Company Profit Sharing & Retirement Plan reported $32M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,008 in Wholesale Trade (6,309 peers)

Coverage in California

A. L. Gilbert Company Profit Sharing & Retirement Plan covers 235 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $32M.

#5,008
in Wholesale Trade (6,309 peers)
+2.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

A. L. Gilbert Company Profit Sharing & Retirement Plan's outsized position by total assets

A. L. Gilbert Company Profit Sharing & Retirement Plan vs every filed plan by assets

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

$31,647,378 Top 20% higher than 80% 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

A. L. Gilbert Company Profit Sharing & Retirement 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. A. L. Gilbert Company Profit Sharing & Retirement Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A. L. Gilbert Company Profit Sharing & Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $729K in the plan year 2023 filing.
  • A. L. Gilbert Company Profit Sharing & Retirement Plan reported participants rose from 223 in the plan year 2022 filing to 235 in the plan year 2023 filing.
  • A. L. Gilbert Company Profit Sharing & Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942277358 · A.L. Gilbert Company PY 2023 · Profit Sharing

A. L. Gilbert Company Profit Sharing & Retirement Plan · $32M · 235 · 80th

  • TYPE $32M
  • TYPE 235
  • TYPE 80th
  • TYPE Profit Sharing
  • TYPE near Teamsters Local 814 Annuity Fund
  • TYPE ind #5008

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 California →

A. L. Gilbert Company Profit Sharing & Retirement Plan in the asset neighbourhood

Snf Holding Company Retirement Savings PlanSnf Holding Company Retireme…$32MHlp a Plan$32MA. L. Gilbert Company Profit Sharing & Retirement PlanA. L. Gilbert Company Profit…$32MTeamsters Local 814 Annuity FundTeamsters Local 814 Annuity …$32MPeterson Manufacturing Company Profit Sharing PlanPeterson Manufacturing Compa…$32M
End-of-year total assets ($M) among A. L. Gilbert Company Profit Sharing & Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$32M
Net Income$729K
Employer EIN942277358
Plan Effective Date1975-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.L. Gilbert Company)

Sponsor-wide plan assets over time

All A.L. Gilbert Company plans reported in each filing year

Latest sponsor-wide plan assets
$32M 4.320398919306764% vs 2022
2024 filing year
$30.5M$31M$31.5M$32M$32.5M 202220232024 $30.9M $32.3M ▲ +4.3%
Year Plans Participants Total Assets
2022 1 223 $31M
2023 1 235 $32M
2024 1 236 $32M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

A. L. Gilbert Company Profit Sharing & Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants A. L. Gilbert Company Profit Sharing & Retirement Plan, Total assets ($B): 0.031647378 · Participants: 235A. L. Gilbert Company Profit Sharing & Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
A. L. Gilbert Company Profit Sharing & Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare A. L. Gilbert Company Profit Sharing & Retirement Plan side-by-side with 3 peers →

A. L. Gilbert Company Profit Sharing & Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Teamsters Local 814 Annuity Fund in NJ ($32M); by covered participants it is Child Trends 403(b) Plan in MD (235 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (235 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 A. L. Gilbert Company Profit Sharing & Retirement Plan assets move in 2023? ▼
A. L. Gilbert Company Profit Sharing & Retirement Plan edged up modestly - up 2.4% during 2023, from $31M to $32M. Reported net income was $729K.
How have A.L. Gilbert Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.L. Gilbert Company's sponsor-wide assets grew 4.3%, from $31M to $32M.
Where does A. L. Gilbert Company Profit Sharing & Retirement Plan rank by assets among Form 5500 filers? ▼
A. L. Gilbert Company Profit Sharing & Retirement Plan ranks in the 80th 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 Profit Sharing plans are similar in size to A. L. Gilbert Company Profit Sharing & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Teamsters Local 814 Annuity Fund in NJ ($32M, 454 participants).
Which Profit Sharing plans cover a similar participant headcount to A. L. Gilbert Company Profit Sharing & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Child Trends 403(b) Plan in MD (235 participants, $42M 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 942277358.

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.