401(k) · DOL Form 5500 · 2024

G5020 Inc 401(k) Plan

Data updated 2026-08-25

$194K
Total assets Small plan by assets: 2
Participants Small participant base: 10th
Percentile by assets National rank: $96,899
Avg per participant Below avg balance/head

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Official DOL plan name: G5020 Retirement Plan · Sponsored by G5020 Inc · Colorado · Real Estate

$194K in assets, 2 participants

G5020 Inc's G5020 Retirement Plan reported $194K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

#701 in Real Estate (4,605 peers)

G5020 Inc multi-year trail

G5020 Inc's plans moved -45.7% in assets from 2022 to 2024; this filing shows G5020 Retirement Plan at $194K / 2 participants.

#701
in Real Estate (4,605 peers): +61.1%
assets growth YoY

G5020 Retirement Plan among the smaller filed plans by assets

G5020 Retirement Plan vs every filed plan by assets

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

$193,798 10th percentile higher than 10% 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

G5020 Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G5020 Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

G5020 Retirement Plan reported net income rose from -$237K in the plan year 2023 filing to $73K in the plan year 2024 filing.
G5020 Retirement Plan end-of-year assets rose from $120K in the plan year 2023 filing to $194K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 811171171 · G5020 Inc PY 2024 · 401(k)

G5020 Retirement Plan · $194K · 2 · 10th

EBSA $194K
PART 2
TYPE 10th
NET 401(k)
BOOK near Rw Waugh Inc 401(k) Profit Sharing Plan & Trust
VS-ST ind #701

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 Real Estate retirement plans → · Plans in Colorado →

End-of-year total assets ($M) among G5020 Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

G5020 Inc multi-year asset trail

Latest sponsor-wide plan assets: $194K 45.685025952623846% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$357K
2023	1	2	$120K
2024	1	2	$194K

G5020 Inc filing trail (2024)

Total Assets (Beginning of Year)	$120K
Net Assets (End of Year)	$194K
Net Income	$73K
Employer EIN	811171171
Plan Effective Date	2016-01-22
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Colorado

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

G5020 Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.8B · 57,900
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
Woodward Retirement Savings Plan $2.0B · 6,210

Compare G5020 Retirement Plan side-by-side with 3 peers →

G5020 Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Rw Waugh Inc 401(k) Profit Sharing Plan & Trust in MO ($194K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($194K here).

Rw Waugh Inc 401(k) Profit Sharing Plan & Trust (MO) $194K · 3
Superior Image, Inc. 401(k) Plan (TN) $194K · 3
Jcs Business Ventures Corp. 401(k) Profit Sharing Plan (MD) $194K · 1
Limitless Health and Wellness Inc. 401(k) Plan (MD) $194K · N/A

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
Frozen Smiles Retirement Plan (TN) 2 · 0 off
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Celaya, Inc. 401(k) Plan (TX) 2 · 0 off

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 G5020 Retirement Plan assets move in 2024? ▼

G5020 Retirement Plan surged - up 61.1% during 2024, from $120K to $194K. Reported net income was $73K.

How have G5020 Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), G5020 Inc's sponsor-wide assets declined 45.7%, from $357K to $194K.

Where does G5020 Retirement Plan rank by assets among Form 5500 filers? ▼

G5020 Retirement Plan ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to G5020 Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Rw Waugh Inc 401(k) Profit Sharing Plan & Trust in MO ($194K, 3 participants).

Which 401(k) plans cover a similar participant headcount to G5020 Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 811171171.