Profit Sharing · DOL Form 5500 · 2024
Gagnon Securities, LLC Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $727,005
- Avg per participant High balance/head
Official DOL plan name: Gagnon Securities LLC Profit Sharing Plan · Sponsored by Gagnon Securities, LLC · New York · Finance & Insurance
$15M in assets, 20 participants
Gagnon Securities, LLC's Gagnon Securities LLC Profit Sharing Plan reported $15M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #4,092 in Finance & Insurance (8,549 peers)
Gagnon Securities, LLC multi-year trail
Gagnon Securities, LLC's plans moved +27.0% in assets from 2022 to 2024; this filing shows Gagnon Securities LLC Profit Sharing Plan at $15M / 20 participants.
- #4,092
- in Finance & Insurance (8,549 peers)
- +31.1%
- assets growth YoY
Gagnon Securities LLC Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Gagnon Securities LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,540,107 Top 36% higher than 64% 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
Gagnon Securities LLC 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. Gagnon Securities LLC Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gagnon Securities LLC Profit Sharing Plan reported net income rose from -$365K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Gagnon Securities LLC Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
DOL schedule card
Filing strip 134087058 · Gagnon Securities, LLC PY 2024 · Profit Sharing
Gagnon Securities LLC Profit Sharing Plan · $15M · 20 · 64th
- 5500 $15M
- 5500 20
- 5500 64th
- 5500 Profit Sharing
- 5500 near Cmha 403(b) Plan
- 5500 ind #4092
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 York →
Gagnon Securities LLC Profit Sharing Plan in the asset neighbourhood
Gagnon Securities, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Gagnon Securities, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 26.95232067396343% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $11M |
| 2023 | 1 | 20 | $11M |
| 2024 | 1 | 20 | $15M |
Gagnon Securities, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 134087058 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Gagnon Securities LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Cmha 403(b) Plan in CT ($15M); by covered participants it is Birken Productions, Inc. Profit Sharing Plan in CA (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Cmha 403(b) Plan (CT) $15M · 310
- Mahaska Bottling Company 401(k) Plan (IA) $15M · 262
- Sager & Sager Associates Profit Sharing Plan (PA) $15M · 4
- First Palmetto Bank Retirement Plan (SC) $15M · 157
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Birken Productions, Inc. Profit Sharing Plan (CA) 20 · 0 off
- George Bond Inc. Retirement Plan (NC) 20 · 0 off
- Point Commerce,Inc. Profit Sharing Plan (CO) 20 · 0 off
- Cohen Kaye Dental Corporation Profit Sharing Plan (CA) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.