Money Purchase · DOL Form 5500 · 2024
Gardner & Associates Money Purchase Plan
Data updated 2026-08-25
- $402K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $133,945
- Avg per participant Near avg balance/head
Official DOL plan name: Gardner & Associates Simplified Profit Sharing Plan · Sponsored by Gardner & Associates · Maryland · Professional & Technical Services
$402K in assets, 3 participants
Gardner & Associates's Gardner & Associates Simplified Profit Sharing Plan reported $402K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #2,460 in Professional & Technical Services (20,173 peers)
Gardner & Associates multi-year trail
Gardner & Associates's plans moved +38.1% in assets from 2022 to 2024; this filing shows Gardner & Associates Simplified Profit Sharing Plan at $402K / 3 participants.
- #2,460
- in Professional & Technical Services (20,173 peers)
- +16.7%
- assets growth YoY
Gardner & Associates Simplified Profit Sharing Plan among the smaller filed plans by assets
Gardner & Associates Simplified Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$401,834 16th percentile higher than 16% 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
Gardner & Associates Simplified Profit Sharing 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. Gardner & Associates Simplified Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gardner & Associates Simplified Profit Sharing Plan end-of-year assets rose from $344K in the plan year 2023 filing to $402K in the plan year 2024 filing.
- Gardner & Associates Simplified Profit Sharing Plan reported net income rose from $53K in the plan year 2023 filing to $58K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 521716429 · Gardner & Associates PY 2024 · Money Purchase
Gardner & Associates Simplified Profit Sharing Plan · $402K · 3 · 16th
- VS-ST $402K
- VS-ST 3
- VS-ST 16th
- VS-ST Money Purchase
- VS-ST near Luis Manuel Dorta Hernandez Profit Sharing Plan
- VS-ST ind #2460
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 Maryland →
Gardner & Associates Simplified Profit Sharing Plan in the asset neighbourhood
Gardner & Associates multi-year asset trail
Sponsor-wide plan assets over time
All Gardner & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $402K 38.05360204211344% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $291K |
| 2023 | 1 | 3 | $344K |
| 2024 | 1 | 3 | $402K |
Gardner & Associates filing trail (2024)
| Total Assets (Beginning of Year) | $344K |
|---|---|
| Net Assets (End of Year) | $402K |
| Net Income | $58K |
| Employer EIN | 521716429 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Maryland
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $18.1B · 86,141
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $3.0B · 8,190
- Meba Pension Trust-Money Purchase Benefit Plan $306M · 2,964
- Seafarers Money Purchase Pension Plan $168M · 8,583
- Defined Contribution Plan for the Employees of the American Institute of Physics $141M · 222
Gardner & Associates Simplified Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside Maryland, the nearest Money Purchase by assets is Luis Manuel Dorta Hernandez Profit Sharing Plan in PR ($402K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($402K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.