401(k) · DOL Form 5500 · 2023

Gen II Management, LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
584
Participants Below avg headcount
85th
Percentile by assets National rank
$80,032
Avg per participant Below avg balance/head
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Official DOL plan name: Gen II Management, LLC 401(k) Plan · Sponsored by Gen II Management, LLC · New York · Professional & Technical Services

$47M in assets, 584 participants

Gen II Management, LLC's Gen II Management, LLC 401(k) Plan reported $47M in total assets and 584 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,461 in Professional & Technical Services (20,321 peers)

Where Gen II Management, LLC 401(k) Plan sits by assets

Gen II Management, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 584 participants (~$80,032/participant), up 124.1% in 2023.

#17,461
in Professional & Technical Services (20,321 peers)
+124.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Gen II Management, LLC 401(k) Plan's outsized position by total assets

Gen II Management, LLC 401(k) Plan vs every filed plan by assets

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

$46,738,763 Top 15% higher than 85% 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

Gen II Management, LLC 401(k) 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. Gen II Management, LLC 401(k) Plan sits mid-pack in the medium band (584 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gen II Management, LLC 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Gen II Management, LLC 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $47M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270743067 · Gen II Management, LLC PY 2023 · 401(k)

Gen II Management, LLC 401(k) Plan · $47M · 584 · 85th

  • SCH $47M
  • SCH 584
  • SCH 85th
  • SCH 401(k)
  • SCH near Integrated 401 ( K ) Plan
  • SCH ind #17461

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 New York →

Gen II Management, LLC 401(k) Plan in the asset neighbourhood

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing PlanJosephson-Wallack-Munshower …$47MGen II Management, LLC 401(k) PlanGen II Management, LLC 401(k…$47MIntegrated 401 ( K ) Plan$47MMeagher & Geer P.L.L.P. Profit Sharing Plan and TrustMeagher & Geer P.L.L.P. Prof…$47MAuto Warehousing Company 401(k) Profit Sharing PlanAuto Warehousing Company 401…$47M
End-of-year total assets ($M) among Gen II Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$47M
Net Income$15M
Employer EIN270743067
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gen II Management, LLC)

Sponsor-wide plan assets over time

All Gen II Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$61M 194.08813300869966% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $20.9M $61.3M ▲ +194.1%
Year Plans Participants Total Assets
2022 1 584 $21M
2023 1 584 $47M
2024 1 1,022 $61M

Nearby 401(k) Plans in New York

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

Gen II Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Gen II Management, LLC 401(k) Plan, Total assets ($B): 0.046738763 · Participants: 584Gen II Management, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Gen II Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Gen II Management, LLC 401(k) Plan side-by-side with 3 peers →

Gen II Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Integrated 401 ( K ) Plan in TX ($47M); by covered participants it is Howard Sheppard, LLC 401(k) Plan in GA (584 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (584 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 Gen II Management, LLC 401(k) Plan assets move in 2023? ▼
Gen II Management, LLC 401(k) Plan surged - up 124.1% during 2023, from $21M to $47M. Reported net income was $15M.
How have Gen II Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gen II Management, LLC's sponsor-wide assets grew 194.1%, from $21M to $61M.
Where does Gen II Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Gen II Management, LLC 401(k) Plan ranks in the 85th 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 Gen II Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integrated 401 ( K ) Plan in TX ($47M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Gen II Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Howard Sheppard, LLC 401(k) Plan in GA (584 participants, $11M 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 270743067.

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.