Profit Sharing · DOL Form 5500 · 2023

A.L. Gilbert Company Profit Sharing Plan

Data updated 2026-08-11

$32M
Total assets
235
Participants
80th
Percentile by assets
$134,670
Avg per participant
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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.

  • 80th percentile by assets (of 127,072 plans)
  • #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.

$32M
total plan assets (2023 EOY)
235
covered participants
80th
percentile by assets (of 127,072 plans)
$134,670
avg assets per participant

Where A. L. Gilbert Company Profit Sharing & Retirement Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Wholesale Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. A. L. Gilbert Company Profit Sharing & Retirement Plan reports 235 participants - about 37% of that state average ($32M EOY assets).

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)

$30.5M$31M$31.5M$32M$32.5M 202220232024 $30.9M $32.3M ▲ +4.3%
Total plan assets by year, all A.L. Gilbert Company plans on file
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

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 Compan…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
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 & R… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to A. L. Gilbert Company Profit Sharing & Retirement Plan by total assets, not by location.

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).

Next read for A. L. Gilbert Company Profit Sharing & R…

Filing takeaways

Ways to act on A. L. Gilbert Company Profit Sharing & Retirement Plan's numbers.

  • By total assets, A. L. Gilbert Company Profit Sharing & Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
  • A.L. Gilbert Company's sponsor-wide assets have grown 4.3% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.