401(k) · DOL Form 5500 · 2024
Gevurtz Menashe, P.C. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $196,206
- Avg per participant Above avg balance/head
Official DOL plan name: Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Gevurtz Menashe, P.C. · Oregon · Professional & Technical Services
$13M in assets, 64 participants
Gevurtz Menashe, P.C.'s Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #11,973 in Professional & Technical Services (20,173 peers)
2024 asset change
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust pulled back noticeably 8.5% in 2024 ($14M → $13M) for 64 participants.
- #11,973
- in Professional & Technical Services (20,173 peers)
- -8.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,557,201 Top 39% higher than 61% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust reported participants rose from 45 in the plan year 2023 filing to 64 in the plan year 2024 filing.
- Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 930845338 · Gevurtz Menashe, P.C. PY 2024 · 401(k)
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust · $13M · 64 · 61st
- EBSA $13M
- EBSA 64
- EBSA 61st
- EBSA 401(k)
- EBSA near Ors Labs, Inc. Employee Savings Plan
- EBSA ind #11973
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 Oregon →
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Gevurtz Menashe, P.C. years around the 2024 move
Sponsor-wide plan assets over time
All Gevurtz Menashe, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 9.415851390609905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $11M |
| 2023 | 1 | 45 | $14M |
| 2024 | 1 | 64 | $13M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$1M |
| Employer EIN | 930845338 |
| Plan Effective Date | 1983-11-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Ors Labs, Inc. Employee Savings Plan in NY ($13M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.
- Kwik Goal Ltd. 401(k) Plan (PA) 64 · 0 off
- Sandusky International Inc. Profit Sharing and 401(k) Retirement Plan (OH) 64 · 0 off
- Lex Brodie's Tire Co. 401(k) Plan (HI) 64 · 0 off
- Teamsterscare Staff 401(k) Plan (MA) 64 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.