401(k) · DOL Form 5500 · 2024

Gherardi & Moore, P.a. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
38th
Percentile by assets National rank
$253,735
Avg per participant Above avg balance/head
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Official DOL plan name: Gherardi & Moore, P.a. 401(k) Profit Sharing Plan · Sponsored by Gherardi & Moore, P.a. · New Mexico · Healthcare & Social Assistance

$4M in assets, 16 participants

Gherardi & Moore, P.a.'s Gherardi & Moore, P.a. 401(k) Profit Sharing Plan reported $4M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,808 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Gherardi & Moore, P.a. 401(k) Profit Sharing Plan pulled back noticeably 13.7% in 2024 ($5M → $4M) for 16 participants.

#6,808
in Healthcare & Social Assistance (16,916 peers)
-13.7%
assets change YoY

The plan reported a net loss of $645K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gherardi & Moore, P.a. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Gherardi & Moore, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,059,759 38th percentile higher than 38% of 123,620 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 2024

Gherardi & Moore, P.a. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gherardi & Moore, P.a. 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gherardi & Moore, P.a. 401(k) Profit Sharing Plan reported net income fell from $635K in the plan year 2023 filing to -$645K in the plan year 2024 filing.
  • Gherardi & Moore, P.a. 401(k) Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Gherardi & Moore, P.a. 401(k) Profit Sharing Plan reported participants fell from 18 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 850291599 · Gherardi & Moore, P.a. PY 2024 · 401(k)

Gherardi & Moore, P.a. 401(k) Profit Sharing Plan · $4M · 16 · 38th

  • IND $4M
  • IND 16
  • IND 38th
  • IND 401(k)
  • IND near Furniture Concepts, LLC 401(k) Profit Sharing Plan
  • IND ind #6808

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 Healthcare & Social Assistance retirement plans → · Plans in New Mexico →

Gherardi & Moore, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Gherardi & Moore, P.a. 401(k) Profit Sharing PlanGherardi & Moore, P.a. 401(k…$4MFurniture Concepts, LLC 401(k) Profit Sharing PlanFurniture Concepts, LLC 401(…$4MTodd's Enviroscapes, LLC. 401(k) Profit Sharing PlanTodd's Enviroscapes, LLC. 40…$4MEmpire State Bank 401(k) Plan$4MPigment Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Gherardi & Moore, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gherardi & Moore, P.a. years around the 2024 move

Sponsor-wide plan assets over time

All Gherardi & Moore, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 0.2589490354394112% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M$4.8M 202220232024 $4.07M $4.06M ▼ -0.2%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 18 $5M
2024 1 16 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$645K
Employer EIN850291599
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Gherardi & Moore, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Gherardi & Moore, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.004059759 · Participants: 16Gherardi & Moore, P.a. 401(k) Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Gherardi & Moore, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Gherardi & Moore, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gherardi & Moore, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Furniture Concepts, LLC 401(k) Profit Sharing Plan in TX ($4M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gherardi & Moore, P.a. 401(k) Profit Sharing Plan assets move in 2024? ▼
Gherardi & Moore, P.a. 401(k) Profit Sharing Plan pulled back noticeably - down 13.7% during 2024, from $5M to $4M. Reported net income was -$645K.
How have Gherardi & Moore, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gherardi & Moore, P.a.'s sponsor-wide assets declined 0.3%, from $4M to $4M.
Which 401(k) plans are similar in size to Gherardi & Moore, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Furniture Concepts, LLC 401(k) Profit Sharing Plan in TX ($4M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Gherardi & Moore, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 850291599.

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.