401(k) · DOL Form 5500 · 2023

The Gerson Companies 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
193
Participants Below avg headcount
57th
Percentile by assets National rank
$48,390
Avg per participant Low balance/head
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Official DOL plan name: The Gerson Companies 401(k) and Profit Sharing Plan · Sponsored by The Gerson Companies · Kansas · Wholesale Trade

$9M in assets, 193 participants

The Gerson Companies's The Gerson Companies 401(k) and Profit Sharing Plan reported $9M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,070 in Wholesale Trade (6,309 peers)

The Gerson Companies multi-year trail

The Gerson Companies's plans moved +29.4% in assets from 2022 to 2023; this filing shows The Gerson Companies 401(k) and Profit Sharing Plan at $9M / 193 participants.

#3,070
in Wholesale Trade (6,309 peers)
+29.4%
assets growth YoY

The Gerson Companies 401(k) and Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

The Gerson Companies 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,339,306 Top 43% higher than 57% of 127,068 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 2023

The Gerson Companies 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Gerson Companies 401(k) and Profit Sharing Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Gerson Companies 401(k) and Profit Sharing Plan reported net income rose from -$30K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Gerson Companies 401(k) and Profit Sharing Plan reported participants fell from 287 in the plan year 2022 filing to 193 in the plan year 2023 filing.
  • The Gerson Companies 401(k) and Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 440515427 · The Gerson Companies PY 2023 · 401(k)

The Gerson Companies 401(k) and Profit Sharing Plan · $9M · 193 · 57th

  • PCT $9M
  • PCT 193
  • PCT 57th
  • PCT 401(k)
  • PCT near Polaris Sensor Technologies, Inc. 401(k) Plan
  • PCT ind #3070

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 Wholesale Trade retirement plans → · Plans in Kansas →

The Gerson Companies 401(k) and Profit Sharing Plan in the asset neighbourhood

The Gerson Companies 401(k) and Profit Sharing PlanThe Gerson Companies 401(k) …$9MPolaris Sensor Technologies, Inc. 401(k) PlanPolaris Sensor Technologies,…$9MSolve Industrial Motion Group, LLC Retirement PlanSolve Industrial Motion Grou…$9MRobertson Construction Services, Inc. 401(k) PlanRobertson Construction Servi…$9MBeaver Sports 401(k) Plan$9M
End-of-year total assets ($M) among The Gerson Companies 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Gerson Companies multi-year asset trail

Sponsor-wide plan assets over time

All The Gerson Companies plans reported in each filing year

Latest sponsor-wide plan assets
$9M 29.409549305376576% vs 2022
2023 filing year
$7M$8M$9M$10M 20222023 $7.22M $9.34M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 287 $7M
2023 1 193 $9M

The Gerson Companies filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN440515427
Plan Effective Date1961-10-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

The Gerson Companies 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Gerson Companies 401(k) and Profit Sharing Plan, Total assets ($B): 0.009339306 · Participants: 193The Gerson Companies 401(k) and Profit Sharing PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
The Gerson Companies 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare The Gerson Companies 401(k) and Profit Sharing Plan side-by-side with 3 peers →

The Gerson Companies 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Polaris Sensor Technologies, Inc. 401(k) Plan in AL ($9M); by covered participants it is Kevin, Inc. Profit Sharing Plan in ME (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Gerson Companies 401(k) and Profit Sharing Plan assets move in 2023? ▼
The Gerson Companies 401(k) and Profit Sharing Plan grew sharply - up 29.4% during 2023, from $7M to $9M. Reported net income was $2M.
How have The Gerson Companies plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Gerson Companies's sponsor-wide assets grew 29.4%, from $7M to $9M.
Which 401(k) plans are similar in size to The Gerson Companies 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Polaris Sensor Technologies, Inc. 401(k) Plan in AL ($9M, 37 participants).
Which 401(k) plans cover a similar participant headcount to The Gerson Companies 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kevin, Inc. Profit Sharing Plan in ME (193 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 440515427.

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.