401(k) · DOL Form 5500 · 2024

Geller & Company LLC 401(k) Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
300
Participants Below avg headcount
91st
Percentile by assets National rank
$375,578
Avg per participant High balance/head
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Official DOL plan name: Geller & Company LLC 401(k) Plan · Sponsored by Geller & Company LLC · New York · Professional & Technical Services

$113M in assets, 300 participants

Geller & Company LLC's Geller & Company LLC 401(k) Plan reported $113M in total assets and 300 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,644 in Professional & Technical Services (20,173 peers)

Coverage in New York

Geller & Company LLC 401(k) Plan covers 300 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $113M.

#18,644
in Professional & Technical Services (20,173 peers)
+8.4%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Geller & Company LLC 401(k) Plan's outsized position by total assets

Geller & Company LLC 401(k) Plan vs every filed plan by assets

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

$112,673,526 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Geller & Company LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Geller & Company LLC 401(k) Plan sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Geller & Company LLC 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Geller & Company LLC 401(k) Plan end-of-year assets rose from $104M in the plan year 2023 filing to $113M in the plan year 2024 filing.
  • Geller & Company LLC 401(k) Plan reported participants rose from 290 in the plan year 2023 filing to 300 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 134149326 · Geller & Company LLC PY 2024 · 401(k)

Geller & Company LLC 401(k) Plan · $113M · 300 · 91st

  • 5500 $113M
  • ASSETS 300
  • PCT 91st
  • EIN 401(k)
  • RANK near Mariner Finance LLC 401(k) Plan
  • PHOTO ind #18644

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 New York →

Geller & Company LLC 401(k) Plan in the asset neighbourhood

Fairbanks Morse Retirement Savings PlanFairbanks Morse Retirement S…$113MMariner Finance LLC 401(k) PlanMariner Finance LLC 401(k) P…$113MLummus Technology Savings PlanLummus Technology Savings Pl…$113MGeller & Company LLC 401(k) PlanGeller & Company LLC 401(k) …$113MArjo Inc. 401(k) Plan$113M
End-of-year total assets ($M) among Geller & Company LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$113M
Net Income$9M
Employer EIN134149326
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Geller & Company LLC)

Sponsor-wide plan assets over time

All Geller & Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$113M 19.629778709460062% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $94.2M $113M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 321 $94M
2023 1 290 $104M
2024 1 300 $113M

Nearby 401(k) Plans in New York

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

Geller & Company LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Geller & Company LLC 401(k) Plan, Total assets ($B): 0.112673526 · Participants: 300Geller & Company LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Geller & Company LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Geller & Company LLC 401(k) Plan side-by-side with 3 peers →

Geller & Company LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mariner Finance LLC 401(k) Plan in MD ($113M); by covered participants it is Vital Plastics, Inc. 401(k) Plan in WI (300 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($113M here).

Similar participant headcount

Nearest other-state filings by covered participants (300 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.

Frequently Asked Questions

How did Geller & Company LLC 401(k) Plan assets move in 2024? ▼
Geller & Company LLC 401(k) Plan grew at a solid clip - up 8.4% during 2024, from $104M to $113M. Reported net income was $9M.
How have Geller & Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geller & Company LLC's sponsor-wide assets grew 19.6%, from $94M to $113M.
Where does Geller & Company LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Geller & Company LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Geller & Company LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mariner Finance LLC 401(k) Plan in MD ($113M, 2,134 participants).
Which 401(k) plans cover a similar participant headcount to Geller & Company LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vital Plastics, Inc. 401(k) Plan in WI (300 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 134149326.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.