401(k) · DOL Form 5500 · 2023

Allan Gerke & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
315
Participants Below avg headcount
58th
Percentile by assets National rank
$31,580
Avg per participant Low balance/head
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Official DOL plan name: Allan Gerke & Sons, Inc. 401(k) Plan · Sponsored by Allan Gerke & Sons, Inc. · Wisconsin · Construction

$10M in assets, 315 participants

Allan Gerke & Sons, Inc.'s Allan Gerke & Sons, Inc. 401(k) Plan reported $10M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,137 in Construction (9,030 peers)

Allan Gerke & Sons, Inc. multi-year trail

Allan Gerke & Sons, Inc.'s plans moved +35.1% in assets from 2022 to 2024; this filing shows Allan Gerke & Sons, Inc. 401(k) Plan at $10M / 315 participants.

#5,137
in Construction (9,030 peers)
+17.0%
assets growth YoY

Allan Gerke & Sons, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Allan Gerke & Sons, Inc. 401(k) Plan vs every filed plan by assets

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

$9,947,774 Top 42% higher than 58% 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

Allan Gerke & Sons, Inc. 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. Allan Gerke & Sons, Inc. 401(k) Plan sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allan Gerke & Sons, Inc. 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Allan Gerke & Sons, Inc. 401(k) Plan reported participants fell from 383 in the plan year 2022 filing to 315 in the plan year 2023 filing.
  • Allan Gerke & Sons, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391244145 · Allan Gerke & Sons, Inc. PY 2023 · 401(k)

Allan Gerke & Sons, Inc. 401(k) Plan · $10M · 315 · 58th

  • PCT $10M
  • PCT 315
  • PCT 58th
  • PCT 401(k)
  • PCT near Co-Op 401(k) Plan
  • PCT ind #5137

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 Construction retirement plans → · Plans in Wisconsin →

Allan Gerke & Sons, Inc. 401(k) Plan in the asset neighbourhood

Allan Gerke & Sons, Inc. 401(k) PlanAllan Gerke & Sons, Inc. 401…$10MCo-Op 401(k) Plan$10MBlue Sprig Pediatrics, Inc.$10MTrg 401(k) Plan$10MHilbers, Inc. 401(k) Plan and TrustHilbers, Inc. 401(k) Plan an…$10M
End-of-year total assets ($M) among Allan Gerke & Sons, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Allan Gerke & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allan Gerke & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 35.11092982132998% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.5M $11.5M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 383 $9M
2023 1 315 $10M
2024 1 295 $11M

Allan Gerke & Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN391244145
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Allan Gerke & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Allan Gerke & Sons, Inc. 401(k) Plan, Total assets ($B): 0.009947774 · Participants: 315Allan Gerke & Sons, Inc. 401(k) 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
Allan Gerke & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Allan Gerke & Sons, Inc. 401(k) Plan side-by-side with 3 peers →

Allan Gerke & Sons, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Co-Op 401(k) Plan in MN ($10M); by covered participants it is Surefire, LLC 401(k) Plan in CA (315 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Allan Gerke & Sons, Inc. 401(k) Plan assets move in 2023? ▼
Allan Gerke & Sons, Inc. 401(k) Plan grew sharply - up 17.0% during 2023, from $9M to $10M. Reported net income was $1M.
How have Allan Gerke & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allan Gerke & Sons, Inc.'s sponsor-wide assets grew 35.1%, from $9M to $11M.
Which 401(k) plans are similar in size to Allan Gerke & Sons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Co-Op 401(k) Plan in MN ($10M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Allan Gerke & Sons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surefire, LLC 401(k) Plan in CA (315 participants, $20M 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 391244145.

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.