401(k) · DOL Form 5500 · 2024

Gershman Investment Corp. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
221
Participants Below avg headcount
77th
Percentile by assets National rank
$132,778
Avg per participant Near avg balance/head
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Official DOL plan name: Gershman Investment Corp. Employees Savings Trust · Sponsored by Gershman Investment Corp. · Missouri · Finance & Insurance

$29M in assets, 221 participants

Gershman Investment Corp.'s Gershman Investment Corp. Employees Savings Trust reported $29M in total assets and 221 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,490 in Finance & Insurance (8,549 peers)

Coverage in Missouri

Gershman Investment Corp. Employees Savings Trust covers 221 participants in Missouri, about 30% of the average Missouri filer (state average ~737 per filing). Assets: $29M.

#5,490
in Finance & Insurance (8,549 peers)
+8.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gershman Investment Corp. Employees Savings Trust's outsized position by total assets

Gershman Investment Corp. Employees Savings Trust vs every filed plan by assets

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

$29,343,962 Top 23% higher than 77% 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

Gershman Investment Corp. Employees Savings Trust 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. Gershman Investment Corp. Employees Savings Trust sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gershman Investment Corp. Employees Savings Trust reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Gershman Investment Corp. Employees Savings Trust reported participants fell from 287 in the plan year 2023 filing to 221 in the plan year 2024 filing.
  • Gershman Investment Corp. Employees Savings Trust end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 430710608 · Gershman Investment Corp. PY 2024 · 401(k)

Gershman Investment Corp. Employees Savings Trust · $29M · 221 · 77th

  • EOY $29M
  • 5500 221
  • ASSETS 77th
  • PCT 401(k)
  • EIN near Dopkins & Company Profit Sharing and Employee Savings Plan
  • RANK ind #5490

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 Missouri →

Gershman Investment Corp. Employees Savings Trust in the asset neighbourhood

2 Circle, Inc. 401(k)$29MGershman Investment Corp. Employees Savings TrustGershman Investment Corp. Em…$29MDopkins & Company Profit Sharing and Employee Savings PlanDopkins & Company Profit Sha…$29MMister Car Wash 401(k) Retirement PlanMister Car Wash 401(k) Retir…$29MGastroenterology Consultants of Augusta 401(k) Profit Sharing PlanGastroenterology Consultants…$29M
End-of-year total assets ($M) among Gershman Investment Corp. Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN430710608
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gershman Investment Corp.)

Sponsor-wide plan assets over time

All Gershman Investment Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 5.722928310553908% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $31.1M $29.3M ▼ -5.8%
Year Plans Participants Total Assets
2022 1 366 $31M
2023 1 287 $27M
2024 1 221 $29M

Nearby 401(k) Plans in Missouri

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

Gershman Investment Corp. Employees Savings Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Gershman Investment Corp. Employees Savings Trust, Total assets ($B): 0.029343962 · Participants: 221Gershman Investment Corp. Employees Savings TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Gershman Investment Corp. Employees Savings Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Gershman Investment Corp. Employees Savings Trust side-by-side with 3 peers →

Gershman Investment Corp. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Dopkins & Company Profit Sharing and Employee Savings Plan in NY ($29M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Gershman Investment Corp. Employees Savings Trust assets move in 2024? ▼
Gershman Investment Corp. Employees Savings Trust grew at a solid clip - up 8.4% during 2024, from $27M to $29M. Reported net income was $2M.
How have Gershman Investment Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gershman Investment Corp.'s sponsor-wide assets declined 5.7%, from $31M to $29M.
Where does Gershman Investment Corp. Employees Savings Trust rank by assets among Form 5500 filers? ▼
Gershman Investment Corp. Employees Savings Trust ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gershman Investment Corp. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dopkins & Company Profit Sharing and Employee Savings Plan in NY ($29M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Gershman Investment Corp. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (221 participants, $2M 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 430710608.

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.