401(k) · DOL Form 5500 · 2024
Gitterman Wealth Management, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $146,567
- Avg per participant Above avg balance/head
Official DOL plan name: Gitterman Wealth Management, LLC 401(k) Plan · Sponsored by Gitterman Wealth Management, LLC · New Jersey · Finance & Insurance
$3M in assets, 18 participants
Gitterman Wealth Management, LLC's Gitterman Wealth Management, LLC 401(k) Plan reported $3M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #1,796 in Finance & Insurance (8,549 peers)
Gitterman Wealth Management, LLC multi-year trail
Gitterman Wealth Management, LLC's plans moved +29.9% in assets from 2022 to 2024; this filing shows Gitterman Wealth Management, LLC 401(k) Plan at $3M / 18 participants.
- #1,796
- in Finance & Insurance (8,549 peers)
- +6.2%
- assets growth YoY
Gitterman Wealth Management, LLC 401(k) Plan among the smaller filed plans by assets
Gitterman Wealth Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,638,212 32nd percentile higher than 32% 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
Gitterman Wealth Management, LLC 401(k) 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. Gitterman Wealth Management, LLC 401(k) Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gitterman Wealth Management, LLC 401(k) Plan reported net income fell from $454K in the plan year 2023 filing to $154K in the plan year 2024 filing.
- Gitterman Wealth Management, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Gitterman Wealth Management, LLC 401(k) Plan reported participants fell from 19 in the plan year 2023 filing to 18 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 272129116 · Gitterman Wealth Management, LLC PY 2024 · 401(k)
Gitterman Wealth Management, LLC 401(k) Plan · $3M · 18 · 32nd
- IND $3M
- IND 18
- IND 32nd
- IND 401(k)
- IND near Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust
- IND ind #1796
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 →
Gitterman Wealth Management, LLC 401(k) Plan in the asset neighbourhood
Gitterman Wealth Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Gitterman Wealth Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 29.928796073491043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $2M |
| 2023 | 1 | 19 | $2M |
| 2024 | 1 | 18 | $3M |
Gitterman Wealth Management, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $154K |
| Employer EIN | 272129116 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Gitterman Wealth Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust in TX ($3M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.