401(k) · DOL Form 5500 · 2023

Gerald C. Condon, Jr. & Associates 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$690,251
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan · Sponsored by Gerald C. Condon, Jr. & Associates · Wisconsin · Professional & Technical Services

$3M in assets, 4 participants

Gerald C. Condon, Jr. & Associates's Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,340 in Professional & Technical Services (20,321 peers)

Gerald C. Condon, Jr. & Associates multi-year trail

Gerald C. Condon, Jr. & Associates's plans moved +23.6% in assets from 2022 to 2024; this filing shows Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan at $3M / 4 participants.

#6,340
in Professional & Technical Services (20,321 peers)
+13.7%
assets growth YoY

Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan vs every filed plan by assets

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

$2,761,003 35th percentile higher than 35% 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

Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan reported net income rose from $225K in the plan year 2022 filing to $333K in the plan year 2023 filing.
  • Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391731751 · Gerald C. Condon, Jr. & Associates PY 2023 · 401(k)

Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan · $3M · 4 · 35th

  • TYPE $3M
  • TYPE 4
  • TYPE 35th
  • TYPE 401(k)
  • TYPE near Lambert Concrete Incorporated
  • TYPE ind #6340

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 Wisconsin →

Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan in the asset neighbourhood

Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings PlanGerald C. Condon, Jr. & Asso…$3MLambert Concrete Incorporated$3MSaferide Health 401(k) Plan$3MDry Fly Distilling Inc 401(k) PlanDry Fly Distilling Inc 401(k…$3MGlovis Georgia 401(k) Plan$3M
End-of-year total assets ($M) among Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gerald C. Condon, Jr. & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Gerald C. Condon, Jr. & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.597892096597825% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.43M $3M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $3M
2024 1 4 $3M

Gerald C. Condon, Jr. & Associates filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$333K
Employer EIN391731751
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan, Total assets ($B): 0.002761003 · Participants: 4Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan side-by-side with 3 peers →

Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lambert Concrete Incorporated in IN ($3M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan assets move in 2023? ▼
Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan grew at a solid clip - up 13.7% during 2023, from $2M to $3M. Reported net income was $333K.
How have Gerald C. Condon, Jr. & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerald C. Condon, Jr. & Associates's sponsor-wide assets grew 23.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lambert Concrete Incorporated in IN ($3M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Gerald C. Condon, Jr. & Associates 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 391731751.

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.