401(k) · DOL Form 5500 · 2024
J. Gervasio Family Agency and Financial Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $59K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $29,369
- Avg per participant Low balance/head
Official DOL plan name: J. Gervasio Family Agency and Financial Group Retirement Plan · Sponsored by J. Gervasio Family Agency and Financial Group, Inc. · New Jersey · Finance & Insurance
$59K in assets, 2 participants
J. Gervasio Family Agency and Financial Group, Inc.'s J. Gervasio Family Agency and Financial Group Retirement Plan reported $59K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 4th 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.
- #208 in Finance & Insurance (8,549 peers)
J. Gervasio Family Agency and Financial Group, Inc. multi-year trail
J. Gervasio Family Agency and Financial Group, Inc.'s plans moved -24.3% in assets from 2022 to 2024; this filing shows J. Gervasio Family Agency and Financial Group Retirement Plan at $59K / 2 participants.
- #208
- in Finance & Insurance (8,549 peers)
- +11.6%
- assets growth YoY
J. Gervasio Family Agency and Financial Group Retirement Plan among the smaller filed plans by assets
J. Gervasio Family Agency and Financial Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,737 4th percentile higher than 4% 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
J. Gervasio Family Agency and Financial Group 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. J. Gervasio Family Agency and Financial Group Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J. Gervasio Family Agency and Financial Group Retirement Plan reported net income rose from -$25K in the plan year 2023 filing to $6K in the plan year 2024 filing.
- J. Gervasio Family Agency and Financial Group Retirement Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- J. Gervasio Family Agency and Financial Group Retirement Plan end-of-year assets rose from $53K in the plan year 2023 filing to $59K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 831721293 · J. Gervasio Family Agency and Financial Group, Inc. PY 2024 · 401(k)
J. Gervasio Family Agency and Financial Group Retirement Plan · $59K · 2 · 4th
- 5500 $59K
- 5500 2
- 5500 4th
- 5500 401(k)
- 5500 near I Smell Snow Inc. 401(k) Plan
- 5500 ind #208
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 →
J. Gervasio Family Agency and Financial Group Retirement Plan in the asset neighbourhood
J. Gervasio Family Agency and Financial Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All J. Gervasio Family Agency and Financial Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $59K 24.348934854846604% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $78K |
| 2023 | 1 | 3 | $53K |
| 2024 | 1 | 2 | $59K |
J. Gervasio Family Agency and Financial Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $53K |
|---|---|
| Net Assets (End of Year) | $59K |
| Net Income | $6K |
| Employer EIN | 831721293 |
| Plan Effective Date | 2018-08-28 |
| 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
J. Gervasio Family Agency and Financial Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is I Smell Snow Inc. 401(k) Plan in GA ($59K); 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 ($59K here).
- I Smell Snow Inc. 401(k) Plan (GA) $59K · N/A
- Masonarcher Corporation 401(k) Plan (MD) $59K · 5
- Sondiego Inc 401(k) Plan (CA) $59K · 1
- Jk Distribution Retirement Plan (NC) $59K · 1
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.