401(k) · DOL Form 5500 · 2024
Guzek Asset Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $898,829
- Avg per participant High balance/head
Official DOL plan name: Guzek Asset Management 401(k)Plan · Sponsored by Guzek Asset Management, Inc. · Minnesota · Finance & Insurance
$5M in assets, 6 participants
Guzek Asset Management, Inc.'s Guzek Asset Management 401(k)Plan reported $5M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,507 in Finance & Insurance (8,549 peers)
Guzek Asset Management, Inc. multi-year trail
Guzek Asset Management, Inc.'s plans moved +43.6% in assets from 2022 to 2024; this filing shows Guzek Asset Management 401(k)Plan at $5M / 6 participants.
- #2,507
- in Finance & Insurance (8,549 peers)
- +20.5%
- assets growth YoY
Guzek Asset Management 401(k)Plan's mid-pack asset rank among Finance & Insurance and all filers
Guzek Asset Management 401(k)Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,392,973 43rd percentile higher than 43% 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
Guzek Asset Management 401(k)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. Guzek Asset Management 401(k)Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Guzek Asset Management 401(k)Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Guzek Asset Management 401(k)Plan reported net income fell from $723K in the plan year 2023 filing to $618K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 260025032 · Guzek Asset Management, Inc. PY 2024 · 401(k)
Guzek Asset Management 401(k)Plan · $5M · 6 · 43rd
- PCT $5M
- PCT 6
- PCT 43rd
- PCT 401(k)
- PCT near Imageone Industries, LLC 401(k) Profit Sharing Plan & Trust
- PCT ind #2507
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 Minnesota →
Guzek Asset Management 401(k)Plan in the asset neighbourhood
Guzek Asset Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Guzek Asset Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 43.64720836114575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $4M |
| 2023 | 1 | 6 | $4M |
| 2024 | 1 | 6 | $5M |
Guzek Asset Management, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $618K |
| Employer EIN | 260025032 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Guzek Asset Management 401(k)Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Imageone Industries, LLC 401(k) Profit Sharing Plan & Trust in PA ($5M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.