401(k) · DOL Form 5500 · 2024

A. Gary Shilling and Company, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
44th
Percentile by assets National rank
$957,246
Avg per participant High balance/head
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Official DOL plan name: A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by A. Gary Shilling and Company, Inc. · New Jersey · Finance & Insurance

$6M in assets, 6 participants

A. Gary Shilling and Company, Inc.'s A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,583 in Finance & Insurance (8,549 peers)

A. Gary Shilling and Company, Inc. multi-year trail

A. Gary Shilling and Company, Inc.'s plans moved +17.2% in assets from 2022 to 2024; this filing shows A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust at $6M / 6 participants.

#2,583
in Finance & Insurance (8,549 peers)
+6.4%
assets growth YoY

A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,743,476 44th percentile higher than 44% 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

A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $498K in the plan year 2023 filing to $345K in the plan year 2024 filing.
  • A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 132948350 · A. Gary Shilling and Company, Inc. PY 2024 · 401(k)

A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust · $6M · 6 · 44th

  • PHOTO $6M
  • IND 6
  • EOY 44th
  • 5500 401(k)
  • ASSETS near Valley Tumor Medical Group 401(k) Profit Sharing Plan
  • PCT ind #2583

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 Finance & Insurance retirement plans → · Plans in New Jersey →

A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and TrustA. Gary Shilling and Company…$6MValley Tumor Medical Group 401(k) Profit Sharing PlanValley Tumor Medical Group 4…$6MAdvanced Medical Pricing Solutions 401(k) Profit Sharing PlaAdvanced Medical Pricing Sol…$6MThe Klein Group 401(k) Profit Sharing Plan & TrustThe Klein Group 401(k) Profi…$6MTeam Hardinger Transportation 401(k) Retirement PlanTeam Hardinger Transportatio…$6M
End-of-year total assets ($M) among A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

A. Gary Shilling and Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All A. Gary Shilling and Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 17.192820795135237% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.9M $5.74M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 6 $5M
2023 1 6 $5M
2024 1 6 $6M

A. Gary Shilling and Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$345K
Employer EIN132948350
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.005743476 · Participants: 6A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Valley Tumor Medical Group 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

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 A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 6.4% during 2024, from $5M to $6M. Reported net income was $345K.
How have A. Gary Shilling and Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A. Gary Shilling and Company, Inc.'s sponsor-wide assets grew 17.2%, from $5M to $6M.
Which 401(k) plans are similar in size to A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Valley Tumor Medical Group 401(k) Profit Sharing Plan in CA ($6M, 17 participants).
Which 401(k) plans cover a similar participant headcount to A. Gary Shilling and Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A 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 132948350.

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.